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 compliance

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 Service 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
- $72,000 + Superannuation

***
Daniel Jensen
**

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