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Manager - Adviser Services and Distribution

Location Queensland
Job Type Permanent
Reference JO-2102-102948_1616532922
Posted 28 days ago

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