Client Relationship Manager

1 week ago


Gold Coast, Queensland, Australia Voyager Recruitment Full time
$89,000 Salary Package, on site parking provided

  • Selflicensed firm with primarily a Retiree/ Pre-Retiree client base
  • Work closely with a Senior Financial Adviser / Partner
-
$89,000 Salary Package, on site parking provided:


  • Self-licensed firm with primarily a Retiree/ Pre-Retiree client base:
-
Work closely with a Senior Financial Adviser / Partner
***
The Company


Located on the vibrant Gold Coast, our client is a leading self-licensed Financial Advisory firm who have experienced phenomenal growth in the past five years.

Due to this growth, an opportunity has been created for a Client Relationship Manager to support a Senior Financial Adviser by focusing on implementation activities and client relationship management.


Duties of the role

  • The responsibility for the daytoday administration and strategy implementation activities for the Adviser's clients
  • Supporting all aspects of compliance and best practise
  • Ability to prioritise tasks, multitask and shift focus when required
  • Maintain a high standard of communication and service to Clients
  • At least two years experience in a Client Service Officer or Manager role within the financial planning industry (essential)
  • A passion for implementation
  • Enthusiasm and a proactive approach with the ability to take initiative
  • Ability to prioritise tasks, multitask and shift focus when required

On offer

  • Inclusive company culture
  • A company that celebrates work life balance
  • Salary negotiable
******
Daniel Jensen
**

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