Client Service Manager

7 months ago

Sydney, Australia Prosperity Advisers Full time

**There are three reasons why people enjoy working at Prosperity. Our people, our clients and our innovative culture.**
- Our people are our power_ - Our culture inspires teamwork, connectedness and growth; we harness energy and talent to collaborate and achieve shared goals.
- We create strong financial futures_ - Our people are skilled across the financial spectrum and work collaboratively to create stronger financial futures for our clients and the community.
- We are agile and progressive_ - We develop forward-looking strategies and keep ourselves open to new concepts and alternative ideas.

**OPPORTUNITY |Client Service Manager**

As a Client Service Manager, you will work closely with our financial advisers to deliver a high level of service to our clients that meets and exceeds their expectations and results in stronger client relationships.

**Your role will include**:

- Being the first point of contact for existing and new client queries.
- Organising and preparing for client appointments and following through on client inquiries.
- Liaising with fund managers and other suppliers to resolve client queries.
- Working with Advisers to implement financial strategies.
- Maintaining compliance standards for new and existing clients.
- Preparation of correspondence and reports.
- Finalise documents for client meetings.
- Diary management and administration support for Advisers across three locations.
- Other administration duties as required.

**What you bring to the role**:

- 6 - 12 months experience in a similar role within a professional services firm.
- Advanced Microsoft Office skills.
- Previous experience with investment platform administration and insurance implementation (Highly regarded).
- Dedication to ensuring a high standard of service to our clients.
- The ability to work in a fast-paced environment with competing priorities and deadlines while maintaining attention to detail.
- Well-developed time management, organisational and communication skills.
- Ability to work in a team orientated environment and operate independently with limited supervision.
- Dedication to ensuring a high standard of service to our clients.

**In return for your contribution to our team and clients, we offer**:

- A market competitive salary package
- A supportive team environment and energetic culture that inspires and supports excellence.
- Substantial savings with novated leasing and superannuation salary packaging options
- Employee referral program with substantial monetary rewards
- Rewards and recognition incl. monthly awards and milestone celebrations
- Work/life balance including WFH flexibility (post-probation)
- Generous health and lifestyle benefits incl. Fitness Passport gym memberships, Employee Assistance Program and so much more

**About Prosperity Advisers Group**

Our advisers are pre-eminent financial professionals with backgrounds in accounting and assurance, financial planning, taxation, business and banking.

We work with individual and family investors, small, medium and large privately owned or family businesses, entrepreneurs, small and mid-cap ASX listed companies, government agencies, state-owned corporations and not for profit groups.

Our firm has grown over three decades on the strength of three building blocks of Prosperity DNA. Client centricity, teamwork, and innovation govern our approach to not only selecting and building our team but also define how we work collaboratively to create stronger financial futures for our clients.

We have a clearly articulated and shared vision to be the Advisory Firm of the Future; this vision is realised through innovative practices, industry-leading technology solutions, and a Learning Organisation mindset that delivers to our clients the benefits of broader thinking and enhanced skills.

How to apply

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