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PSK Business Services
About the Role As a Client Relationship Manager (CRM) resource you will be required to work Full Time in our Sydney Head Office (CBD), during the operating hours of Mon-Fri (8:30am-5pm). You will need to provide consi…
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About the role
As a Client Relationship Manager (CRM) resource you will be required to work Full Time in our Sydney Head Office (CBD), during the operating hours of Mon-Fri (8:30am-5pm). You will need to provide consistent superior client service and provide high quality support and assistance to Financial Advisers and be a part of the support team to deliver client outcomes for PSK Private Wealth.
Your work day will compose of the following tasks & responsibilities, such as;
Being the first point of contact with client queries by telephone, face to face and email.
Ensuring the maintenance and compliance of client files in the XPLAN database.
Managing administrative functions by prioritising the daily workload and adhering to business workflow protocols. Including the accurate preparation of review, implementation and annual agreement documentation.
Implementing and managing ongoing Pension, Super, Investment and Insurance tasks to fulfilment.
Attending and actively participating in team meetings and training opportunities.
Working effectively within your team pod to meet the needs of clients and peers.
About You
Comprehensive knowledge of superannuation, pension, SMSF insurance and investments.
Degree or studies in financial planning discipline desirable but not essential.
Intermediate understanding and knowledge of the financial services industry highly desirable.
Macquarie Platform and AMP North platform experience preferred.
Previous experience in implementing financial planning advice and strategy.
Experience using XPLAN and MS Office software preferred.
About us
PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 72 financial advisers and 186 support staff in 16 offices in NSW, WA, VIC, QLD, SA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families. Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”
You are welcome here
We are an Equal Opportunity Employer, proudly welcoming people from all backgrounds. When you join PSK Private Wealth, we want you to bring your whole self to work - and we value your unique contribution.
sign in above to apply · via Seek
PSK Private Wealth
About the Role As a Client Relationship Manager (CRM) resource you will be required to work Full Time in our Sydney Head Office (CBD), during the operating hours of Mon-Fri (8:30am-5pm). You will need to provide consi…
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