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Client Relationship Manager
1 week ago
- 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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