Client Service Manager

1 week ago

Newcastle, New South Wales, Australia Prosperity Advisers Group Full time
Overview

Client Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.

Responsibilities
  • Prepare documentation for client meetings and manage post-meeting follow-up
  • Manage client communications, scheduling, and general service coordination
  • Build strong, ongoing relationships with both clients and internal advisers
  • Maintain client database to ensure the information is accurate and complete
  • Manage clients queries as they arise
  • Requesting, collating, and reviewing information from existing and new clients
  • Developing and maintaining internal process documents and worksheets to streamline business processes and improve client management
  • Completing and forwarding all necessary documentation to other internal departments as relevant, within the agreed service standards
  • General administration to support team members
Qualifications
  • At least 2 years of experience in financial planning is preferred
  • Strong communication skills – written and verbal
  • Knowledge of advice implementation and compliance processes
  • Sound understanding of advice implementation and processes
  • Exceptional organisational skills and a high level of attention to detail
  • Excellent verbal and written communication skills
  • Excellent interpersonal skills and can operate well within a team
Seniority level
  • Mid-Senior level
Employment type
  • Full-time

Join our team today

Bar Beach, New South Wales, Australia 2 weeks ago


#J-18808-Ljbffr

  • Client Service Manager

    1 week ago

    Newcastle, New South Wales, Australia Prosperity Advisers Group Full time

    OverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...

  • Client Service Manager

    2 weeks ago

    Newcastle, New South Wales, Australia Prosperity Advisers Full time $80,000 - $120,000 per year

    About Prosperity Prosperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR top 100. We care about our people and pride ourselves on our values of trust, respect, and innovation, fostering a supportive culture and shared purpose in creating the firm of the future. Prosperity is accredited as a Great Place to Work and has an excellent...

  • Client Service Manager

    2 weeks ago

    Newcastle, New South Wales, Australia Prosperity Advisers Full time $90,000 - $120,000 per year

    Award-winning, full-service firm | Ranked 36 in AFR top 100Highly competitive salary package with extensive employee benefitsModern office located right across from stunning Queen's WharfBe the trusted link between clients and tailored financial solutionsAbout ProsperityProsperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR top 100. We...

  • Client Service Manager Financial Services

    1 week ago

    Newcastle, New South Wales, Australia Prosperity Advisers Full time

    Award-winning, full-service firm | Ranked 36 in AFR top 100- Highly competitive salary package with extensive employee benefits- Modern office located right across from stunning Queen's Wharf**Be the trusted link between clients and tailored financial solutions****About Prosperity**Prosperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR...

  • Client Service Manager Financial Services

    6 days ago

    Newcastle, New South Wales, Australia Prosperity Advisers Full time

    Newcastle FullTime- Award-winning, full-service firm | Ranked 36 in AFR top 100- Highly competitive salary package with extensive employee benefits- Located directly across the stunning Queen St Wharf, Newcastle**Be the trusted link between clients and tailored financial solutions****About Prosperity**Prosperity is an award-winning, mid-tier full-service...

  • Client Services Officer

    1 week ago

    Newcastle, New South Wales, Australia Finspire Advisers® - Independent Financial Planners Full time

    Overview Location: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now. Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative,...

  • Client Services Officer

    2 weeks ago

    Newcastle, New South Wales, Australia Humankapital Full time

    Competitive remuneration- Attractive and vibrant home building business- Opportunity for a future growth and developmentHumanKapital is a full suite Human Resources, Recruitment and WHS services provider.**Our client is a successful, highly respected local building company based in Newcastle, NSW. They are looking for a Client Services Officer to support...

  • Client Service Support Manager

    1 week ago

    Newcastle, New South Wales, Australia beBeeSupport Full time $70,000 - $95,000

    Senior Client Services Officer Job Description">We are seeking a Senior Client Services Officer to join our team. This role will be responsible for processing superannuation administration activities and providing expert support to the leadership team.">

  • Client Services Officer

    2 weeks ago

    Newcastle, New South Wales, Australia Bendigo Advertiser Full time

    About usChelsea Wealth Management (CWM) is a professional financial advice practice licensed by Matrix Planning Solutions (an Australian Financial Services Licensee). CWM has branches in Penrith, Newcastle and Gosford. CWM is a subsidiary of Police Bank Limited, a member owned bank. Our mission is to help our clients maximise the chances of achieving their...

  • Client Service Specialist

    2 weeks ago

    Newcastle, New South Wales, Australia beBeeClientService Full time $84,659 - $92,301

    Job Title: Client Service SpecialistThe successful candidate will be responsible for providing exceptional client service and support in a fast-paced environment. Key responsibilities include managing client inquiries, providing information and guidance, and coordinating support services.Key Requirements:Excellent communication and interpersonal...