Client Relationship Manager

2 weeks ago


Gold Coast, Australia Voyager Recruitment Full time

$89,000 Salary Package, on site parking provided
- Self-licensed firm with primarily a Retiree/ Pre-Retiree client base
- Work closely with a Senior Financial Adviser / Partner
- **$89,000 Salary Package, on site parking provided**:

- **Self-licensed firm with primarily a Retiree/ Pre-Retiree client base**:

- **Work closely with a Senior Financial Adviser / Partner**

***

**The Company**

Located on the vibrant Gold Coast, our client is a leading self-licensed Financial Advisory firm who have experienced phenomenal growth in the past five years. Due to this growth, an opportunity has been created for a Client Relationship Manager to support a Senior Financial Adviser by focusing on implementation activities and client relationship management.

**Duties of the role**
- The responsibility for the day-to-day administration and strategy implementation activities for the Adviser’s clients
- Supporting all aspects of compliance and best practise
- Ability to prioritise tasks, multi-task and shift focus when required
- Maintain a high standard of communication and service to Clients
- At least two years experience in a Client Service Officer or Manager role within the financial planning industry (essential)
- A passion for implementation
- Enthusiasm and a proactive approach with the ability to take initiative
- Ability to prioritise tasks, multi-task and shift focus when required

**On offer**
- Inclusive company culture
- A company that celebrates work life balance
- Salary negotiable

***

***

**Daniel Jensen**

**0401 238 901


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