Job Title

About the roleAs a Client Relationship Manager at Independent Wealth Management, you will play a crucial role in managing IWM''s new business and ongoing client review services to ensure our clients achieve their financial goals.What you''ll be doingPrepare client files and associated requirements for new business, ongoing service reviews, and ad hoc meetings.Manage investments, rollovers, and/or transfer of funds to/from fund managers, liaising directly with administration platform providers.Prepare and monitor Ongoing Client Service Agreements (OCSA) and Ongoing Fee Agreements (OFA).Establish and maintain accurate client information using Xplan and SharePoint.Review client files to ensure adherence to processes, compliance, and legislation.Contribute to the continual improvement of our client experience.Monitor advisers diaries to ensure documentation and support information are prepared for client meetings in a timely manner.Perform miscellaneous administrative functions as required.What we''re looking forDiploma of Financial Services (minimum).Minimum 5 years of experience in a client-facing financial planning or wealth management role.Xplan experience preferred.Strong interpersonal and communication skills to build trust and rapport with clients and advisers.Thorough understanding of financial products, services, and industry regulations.Proactive, self-motivated, with a commitment to exceptional client service and attention to detail.Ability to work independently and collaboratively with the team.What we offerA competitive salary package with bonus after successful probation.Pleasant office location and environment.Opportunity to make a difference in clients'' lives and be part of a team with strong client relationships.Unlock job insightsSalary match, number of applicants, skills match.Your application will include responses to the following questions:Which statement best describes your right to work in Australia?How many years of experience do you have as a Client Relationship Manager?Which content management systems (CMS) do you have experience with?How many years of experience do you have in wealth management?Which Microsoft Office products are you experienced with?How many years of experience do you have in the financial services industry?Please include any relevant details that prompted you to report this job ad as fraudulent, misleading, or discriminatory.What can I earn as a Client Relationship Manager? #J-18808-Ljbffr