A boutique, self-licensed wealth management firm is seeking an experienced Client Relationship Manager / Client Services Manager to support a sophisticated client base including high-net-worth individuals, professionals, family office structures and wholesale families.
 
Working closely with senior advisers and leadership, this role is ideal for someone who enjoys client relationships, fast-paced environments and delivering exceptional service outcomes.

The Role

• Manage day-to-day client relationships and servicing
• Support advisers with reviews and ongoing advice delivery
• Prepare client documentation, presentations and meeting packs
• Coordinate implementation of investment recommendations
• Place trades and manage follow-up actions
• Maintain accurate client records and file notes
• Liaise with internal and external stakeholders
• Assist with portfolio reporting and client commu...