Client Service Manager
5 months ago
Northern Gold Coast location with on site parking provided
- $75,000 + Superannuation
- Friendly team culture and a lively social club with quarterly events
**The Company**
Our Client is a Financial Advisory firm committed to helping their many clients achieve their financial goals and secure their financial future. They offer personalized financial planning and investment solutions ensuring all clients receive the best possible guidance and support. What sets them apart from the rest as an employer is their culture, the have a happy and positive team who collaborate and have forged meaningful relationships.
**The Role**
As a Client Service Manager, you will play a pivotal role in our firm's success by providing outstanding client service, managing client relationships, and supporting our financial advisors. Your responsibilities will include:
**Key Responsibilities**:
- Build and maintain strong relationships with clients, serving as the primary point of contact for their inquiries and needs
- Assist clients in the onboarding process, explaining services, products, and investment strategies to ensure they are well-informed and comfortable with their financial plans
- Oversee client accounts, ensuring accuracy, and assisting in account maintenance, transfers, and reporting
- Keep clients informed about market developments, account performance, and updates related to their financial plans
- Address client concerns and issues promptly and effectively, working closely with the financial advisors to provide timely solutions
- Identify opportunities for process improvements and efficiency enhancements to better serve our clients
- At least 18 months experience within the Financial Planning industry
- Strong implementation experience with knowledge of SoA's and RoA's
- Strong organizational and problem-solving abilities
- Proficiency with financial planning software and Microsoft Office Suite
- Exceptional client service orientation and a passion for helping clients achieve their financial goals
**On Offer**
- $75,000 plus Superannuation
- Professional growth and development opportunities
- A supportive and collaborative team environment
**Contact Daniel Jensen**
0401 238 901
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