Client Service Manager

4 weeks 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


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