Client Service Manager

1 week ago

Gold Coast, Queensland, Australia Super Inc. Full time

This role will suit an experienced client service or administration professional seeking to further develop a career in the Financial Advice sector.

  • Gold Coast - work close to home
  • Mature Financial Planning business
  • Xplan Skills highly valued
  • Client Centric advice focussed
  • Learn from best
  • Variety, mentoring and growth position.

A fantastic opportunity has arisen to be a member of a successful, expanding Financial Planning business with practices in Victoria, Tasmania and Queensland.

Note: Candidates who are degree qualified yet don't meet the experience guidelines are encouraged to apply. The business is also looking to employ a Graduate seeking a career in Financial Planning.

The Business

Mature Boutique, 'high touch' financial advice business with five Senior Financial Advisers and growing national footprint. Dynamic, innovative, fast paced business with a market leading management team.

You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.

The Position

The primary objective of the role is to provide high level service to clients and support the Financial Planner/s with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.

The initial focus of the role will be to support the establishment of the new office in Robina, and assist an established advice client base to be transitioned to Xplan.

Responsibilities:
  • Implementation of SOA's / ROA's
  • Prepare and process application forms
  • Updating and maintaining client information within the Xplan database
  • Administration and processing of client documentation
  • Manage and respond to client queries
  • Make and manage client appointments
  • Maintain and uphold data integrity
  • Adhere to all relevant risk and compliance obligations
  • General administration
The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career. Continued professional training and the opportunity to complete your Professional Year and take on an Associate Adviser role in time.

The Person - 'YOU'

Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.

  • Experience with Xplan preferred
  • Experience in delivering high quality client service
  • Excellent written and verbal communication skills
  • Strong skills in Microsoft Teams, Word, Excel, and Outlook
  • A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
  • Well organised with excellent attention to detail
  • The ability to manage multiple tasks and deliver to deadlines
  • An adaptable and flexible nature
  • Strong problem-solving ability
Remuneration

A competitive salary is on offer dependent on qualifications and experience.


#J-18808-Ljbffr

  • Client Service Manager

    1 week ago

    Gold Coast, Queensland, Australia Voyager Recruitment Full time

    Position located at Robina on the superb Gold Coast- $72,000 + Superannuation Selflicensed firm with the highest standards of compliance- Position located at Robina on the superb Gold Coast:- $72,000 + Superannuation:- Self-licensed firm with the highest standards of complianceThe CompanyLocated on the vibrant Gold Coast, our client is a leading...

  • Station Client Service Officer

    1 week ago

    Gold Coast, Queensland, Australia Queensland Police Service Full time

    Your Key Accountabilities will include: Act as the first point of contact to the public requiring assistance in police stations. Assist members of the public and provide information relating to Queensland Police Service initiatives. Undertake counter duties including taking crime reports, issuing permits and other associated documentation. Competently use...

  • Client Services Administrator

    1 week ago

    Gold Coast, Queensland, Australia ROBERT WALTERS AUSTRALIA Full time

    Contract type: FULL_TIME Specialism: Banking & Financial Services Focus: Investment Management Industry: Financial Services Salary: Attractive Salary Package Workplace Type: On-site Experience Level: Associate Location: Gold Coast FULL_TIME Consultant: Matthew Hall Job reference: /001 Date posted: 22 May 2024 gold-coast...

  • Client Services Assistant

    1 week ago

    Gold Coast, Queensland, Australia Dottandcrossitt Full time

    Dott& Crossitt Conveyancers is a prominent name in Australia's conveyancingindustry, known for its exceptional services and customer-centric approach. Asa leader in the field, we specialize in providing seamless property transactionsolutions that meet the diverse needs of our clients. We're currently seeking adynamic and motivated individual to join our team...

  • Client Services Officer

    1 week ago

    Gold Coast, Queensland, Australia Stitch Recruitment Full time

    Join a Reputable, Highly Established Global Co. Surfers Location Collaborative and Supportive Team EnvironmentThe Company:Our client is a boutique Financial Advice based in the Gold Coast providing holistic advice to ensure the best outcomes for their clients. With an enviable global client base, they provide advice within SMSF, super, insurance and...

  • Client Manager

    1 week ago

    Gold Coast, Queensland, Australia Aon Corporation Full time

    Hybrid working arrangement, WFH and from the Gold Coast or Byron Bay offices. You will be joining a high performing team with excellent growth opportunitiesPosition will suit someone who is results-drivenClient Manager | Gold Coast/Byron BayWe are seeking a Client Manager to join our National Team, which specialises in the delivery of best-in-class risk...

  • Client Manager

    1 week ago

    Gold Coast, Queensland, Australia Voyager Recruitment Full time

    On site parking provided at this spectacularly designed Gold Coast office- $100,000 plus Superannuation, bonuses and employee incentive scheme- On site parking provided at this spectacularly designed Gold Coast office:$100,000 plus Superannuation, bonuses and employee incentive scheme- _The CompanyOur Client is a boutique accounting practice who prides...

  • Client Service Officer

    1 week ago

    Gold Coast, Queensland, Australia Class Super Full time

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...

  • Client Manager

    1 week ago

    Gold Coast, Queensland, Australia Aon Hewitt Full time

    Flexible working arrangement available in the Gold Coast or Byron BayYou will be joining a high performing team with excellent growth opportunities Position will suit someone who is results-driven Client Manager | Gold Coast/Byron BayWe are seeking a Client Manager to join our National Team, which specialises in the delivery of best-in-class risk management...

  • Client Manager

    1 week ago

    Gold Coast, Queensland, Australia eFinancialCareers Ltd. Full time

    Flexible working arrangement available in the Gold Coast or Byron BayYou will be joining a high performing team with excellent growth opportunitiesPosition will suit someone who is results-drivenFlexible working arrangement available in the Gold Coast or Byron BayYou will be joining a high performing team with excellent growth opportunitiesPosition will suit...

  • Client Service Officer

    1 week ago

    Gold Coast, Queensland, Australia Class Super Full time

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...

  • Client Service Officer

    1 week ago

    Gold Coast, Queensland, Australia Office of Industrial Relations Full time

    Workplace Health and Safety Queensland (WHSQ) is responsible for working with industry, unions and the community to improve work health and safety outcomes in Queensland. WHSQ works with industry and the community to build positive safety cultures and build safety capability, investigate workplace fatalities and serious injuries and where necessary uses...

  • Administration / Client Services Officer

    1 week ago

    Gold Coast, Queensland, Australia New Point Recruitment Group Full time

    Administration / Client Services OfficerOur client, based in the Southport CBD is a boutique consulting services firm within the finance sector. They have a strong reputation and good flow of inbound work, leading to a very bright outlook for the business.They are now seeking an experienced Administrator / Client Services Officer to join the team in a...

  • Client Services Officer

    1 week ago

    Gold Coast, Queensland, Australia Icon Group Full time

    AdministrationGold CoastPart TimeIcon Cancer Centre AustraliaClient Services Officer (Medical Administration / Reception) - Icon Cancer Centre Southport Permanent, Part-Time Role (25 hours per week over minimum 4 days) Join the administration team supporting our oncology day hospital and making a difference in our patients lives. Varied role: Work across...

  • Management Couple Holiday Resort Coolangatta Qld

    1 week ago

    Gold Coast, Queensland, Australia The Onsite Manager Full time

    Contractor Management employment, Coolangatta QLDOn- Site Management Couple.The Position -This is an onsite live-in role, full time, contract position preferrably for a couple.The complex is short term holiday complex, requiring an experienced management team.The main functions of this role requires a hands on managing couple, managing staffing requirements,...

  • Management Couple Holiday Resort Coolangatta Qld

    1 week ago

    Gold Coast, Queensland, Australia The Onsite Manager Full time

    Contractor Management employment,Coolangatta QLD On- Site Management Couple.The Position -This is an onsite live-in role, full time, contract position preferrably for a couple. The complex is short term holiday complex, requiring an experienced management team.The main functions of this role requires a hands on managing couple, managing staffing...

  • 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...

  • Integrated Services Manager

    1 week ago

    Gold Coast, Queensland, Australia Assetlink Full time

    Introduction:About ASSETLINKEstablished in 1993, Assetlink is an Australian owned facilities services provider with over 3,000 people serving over 1,200 customers in Australia and New Zealand. Specialising in the provision of standalone cleaning and security services or a tailored integrated solution, Assetlink support businesses to manage their assets and...

  • Customer Service Manager

    1 week ago

    Gold Coast, Queensland, Australia OZK Cleaning Services Full time

    OZK Cleaning Services is a commercial cleaning company that offers a supportive and vibrant work environment. We are proud to deliver high quality services to our customers and we are currently expanding our business.We are looking to appoint an experienced and reliable Customer Service Manager / Sales Representative to deal with our existing and potential...

  • Client Contact Officer

    1 week ago

    Gold Coast, Queensland, Australia Hudson Australia Full time

    We are looking to fill a number of vacancies for APS3 equivalent Client Service Officer contractors at a Federal Government Department.THE ROLE: Full time roles - 37.5 hours per week, Monday to Friday (except public holidays) The positions are office based and located at Broadbeach QLD:This is a contract role with commencement in March 2023 through to 30...