Client Service Manager

2 weeks ago


Melbourne City Centre, Australia Fuse Recruitment Full time

Client Service Manager
- **Location**:

- Melbourne CBD - Victoria
- **Work Type**:

- Permanent
- **Salary**:

- AU$100000 - AU$120000 per annum
- **Reference**:

- 22842
- **Who you will be working with?**

This boutique Wealth Management company based in Melbourne CBD is an established and reputable firm, who provide premium services to high-net worth clients. They have a focus on building strong long-term relationships and pride themselves on their outstanding customer service.

**Benefits to the successful applicants**:

- Ongoing career progression and learning and development opportunities
- Excellent culture and supportive working environment
- Generous salary package
- Regular social outings and Friday night celebrations
- Flexible working

**Duties and responsibilities will include**:

- Providing an exceptional level of service to high-net-worth clients
- Supporting the Managing Director and Advisers, by being the first point of contact for clients
- Develop and construct quality and compliant advice documents which are tailored to client needs
- Being a technical expert across all products and processes, including X-Plan
- Support Advisers in the implementation of advice and management of the client base

**We are looking for someone with**:

- Polished and professional, with a hardworking attitude
- Excellent communication skills with the ability to confidently liaise with high-net-worth clients
- Experience working in a similar role
- Good problem solving and analytical skills and ability to prioritise work
- Competence in financial advice strategies, industry regulations and well informed on products and services in the market

**_At Fuse, we specialise in recruitment for the wealth management and insurance industries and actively source for a broad range of established clients. If you are a financial planning, mortgage broker, or claims professional looking for your next opportunity, we’d love to hear from you_***

**_If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_***

SCR-selina-moschoyiannis

ChooseFuse



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