Client Services Manager

• Dec 2018 - Present

The Paradigm Group is a privately owned wealth management business that offers strategic financial advice, investment management and risk insurance advice. At Paradigm I manage and oversee the implementation of simple and complex advice, this includes Financial Planning advice and Residential Aged Care Advice. As my role requires me to work closely with the two advisors, I ensure that the advice provided is implemented within the required timeframe whilst maintaining a high level of compliance and providing outstanding level of service. Being a client services manager allows me to own relationships with clients through the advice implementation process and effectively communicating with advisors and clients to ensure a seamless implementation experience. The role extends to writing SOAs and reviewing outsourced SOAs, retirement projections using Xtools+, Aged Care and Centrelink advice calculations. Show less