Business Support

Manager - Adviser Services and Distribution

About the Company
Davidson are privileged to be exclusively partnering with a leader in the financial services industry. The organisation creates strong partnerships, outstanding delivery models with a flexible and agile approach to all clients and their needs.

They have a reputation for high performance and have a proud history with over 20 years in the industry.

With a newly created leadership position, you have the opportunity to grow and lead the client services division through an exciting new stage.

About the Role
This unique role requires a blend of commerciality, dedication and innovation from an experienced leader in client services.

Joining a positive and engaging work culture, you will make this role your own as you take the next step in your career.

You responsibilities will include (but not be limited to):

• Develop processes/solutions for client services to assist in delivering initial and ongoing advice to Financial Advisors/clients
• Take a proactive role in the recruitment of Client Service Offices who collectively service relationships and implement a range of investment products on behalf of the clients
• Collaborate with multiple leaders/areas of the organisation including marketing, risk and compliance, IT, distribution and portfolio
• Deliver complex administrative execution in the preparation of monthly and quarterly reports
• Business development support including monthly market updates, event management, database management, correspondence in relation to portfolios
• CRM management including the maintenance of client/advisor group details and process improvement
• The set-up and maintenance of portfolios and related reports and client-related correspondence

About You

• Proven success in senior/leadership role within client services
• Extensive experience in the use of Xplan and MS Excel
• Advanced written and verbal communications skills
• High level of attention to detail
• Strong judgment, integrity and independence
• Maintain a high level of professionalism when dealing with queries and questions
• Highly effective time management and organisational skills
• Understanding of excel principals and report generation

Previous experience within the financial services industry is also essential.

The Benefits

• Highly reputable organisation with a brilliant brand and positive work culture
• Collaborate with passionate professionals within a team focussed environment
• Opportunity to build and coach a team of engaged client service professionals
• Permanent opportunity
• High performing organisation
• Generous salary package commensurate on experience
• Immediate start

To apply, click the link and upload your current resume in Microsoft Word format only (.doc or .docx). If you would like to have a confidential discussion, please contact Chrissy Mandalis on 07 3023 1010, quoting ref no. JO-2102-102948. Want to know more about Davidson? Visit us at www.davidsonwp.com