Client Service Manager | 80-90k | Gold Coast

2 weeks ago

Gold Coast, Queensland, Australia Tri-County Ambulance Service, Inc Full time
This role will suit an experienced client service or administration professional seeking to further develop a career in the Financial Advice sector.

- Gold Coast - work close to home

- Mature Financial Planning business

- Xplan Skills highly valued

- Client Centric advice focussed

- Learn from best

- Variety, mentoring and growth position.

A fantastic opportunity has arisen to be a member of a successful, expanding Financial Planning business with practices in Victoria, Tasmania and Queensland.

The Business

Mature Boutique, 'high touch' financial advice business with five Senior Financial Advisers and growing national footprint. Dynamic, innovative, fast paced business with a market leading management team.

You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.

The Position

The primary objective of the role is to provide high level service to clients and support the Financial Planner/s with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.

The initial focus of the role will be to support the establishment of the new office in Robina, and assist the advice client base to be transitioned to Xplan.

Responsibilities:

- Implementation of SOA's / ROA's

- Prepare and process application forms

- Updating and maintaining client information within the Xplan database

- Administration and processing of client documentation

- Manage and respond to client queries

- Make and manage client appointments

- Maintain and uphold data integrity

- Adhere to all relevant risk and compliance obligations

- General administration

The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career. Continued professional training and the opportunity to complete your Professional Year and take on an Associate Adviser role in time.

The Person - 'YOU'

Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.

- Experience withXplanpreferred

- Experience in delivering high quality client service

- Excellent written and verbal communication skills

- Strong skills inMicrosoft Teams, Word,Excel, and Outlook

- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team

- Well organised with excellent attention to detail

- The ability to manage multiple tasks and deliver to deadlines

- An adaptable and flexible nature

- Strong problem-solving ability

Remuneration

A competitive salary is on offer dependent on qualifications and experience.

#J-18808-Ljbffr

  • Radiologist - Specialist Consultant Gold Coast Qld

    2 weeks ago

    Gold Coast, Queensland, Australia South Coast Radiology Full time

    Radiologist - Specialist Consultant Gold Coast QLDJoin to apply for the Radiologist - Specialist Consultant Gold Coast QLD role at South Coast Radiology Radiologist - Specialist Consultant Gold Coast QLD1 day ago Be among the first 25 applicants Join to apply for the Radiologist - Specialist Consultant Gold Coast QLD role at South Coast Radiology Get...

  • Radiologist - Specialist Consultant Gold Coast QLD

    4 weeks ago

    Gold Coast, Queensland, Australia South Coast Radiology Full time

    Radiologist - Specialist Consultant Gold Coast QLDJoin to apply for the Radiologist - Specialist Consultant Gold Coast QLD role at South Coast RadiologyRadiologist - Specialist Consultant Gold Coast QLD1 day ago Be among the first 25 applicantsJoin to apply for the Radiologist - Specialist Consultant Gold Coast QLD role at South Coast RadiologyGet AI-powered...

  • Radiologist - Specialist Consultant Gold Coast QLD

    4 weeks ago

    Gold Coast, Queensland, Australia South Coast Radiology Full time

    Radiologist - Specialist Consultant Gold Coast QLDJoin to apply for the Radiologist - Specialist Consultant Gold Coast QLD role at South Coast RadiologyRadiologist - Specialist Consultant Gold Coast QLD1 day ago Be among the first 25 applicantsJoin to apply for the Radiologist - Specialist Consultant Gold Coast QLD role at South Coast RadiologyGet AI-powered...

  • Client Experience Assistant, Gold Coast

    3 weeks ago

    Gold Coast, Queensland, Australia Mosaic Property Group Full time

    Client Experience Assistant - Gold CoastGold CoastProperty ManagementFull TimeAre you a proactive and client-focused professional ready to assist the team with the management of a dynamic property portfolio while delivering exceptional service? We are actively looking for a Client Experience Assistant to join our team, who is dedicated to fostering long-term...

  • Trade and Partnerships Manager

    4 weeks ago

    Gold Coast, Queensland, Australia Experience Gold Coast Full time

    Trade and Partnerships Manager - Education (10 Month Maternity Leave Contract)Trade and Partnerships Manager - Education (10 Month Maternity Leave Contract)2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Join Us in Shaping the Future of the Education sector on the Gold CoastAbout UsAs an organisation,...

  • Trade and Partnerships Manager

    4 weeks ago

    Gold Coast, Queensland, Australia Experience Gold Coast Full time

    Trade and Partnerships Manager - Education (10 Month Maternity Leave Contract)Trade and Partnerships Manager - Education (10 Month Maternity Leave Contract)2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Join Us in Shaping the Future of the Education sector on the Gold CoastAbout UsAs an organisation,...

  • Client Services Manager – Gold Coast South

    2 weeks ago

    Gold Coast, Queensland, Australia Right at Home Full time

    Client Services Manager – Gold Coast SouthAbout Us:AtRight at Home, we are committed to improving the quality of life for those we serve. As a leading provider of in-home care and assistance, we deliver tailored support services to older Australians, people with disability, and individuals recovering from illness or injury.About the Role:We're seeking a...

  • Client Services Manager – Gold Coast South

    2 weeks ago

    Gold Coast, Queensland, Australia Right at Home Full time

    Client Services Manager – Gold Coast SouthAbout Us:AtRight at Home, we are committed to improving the quality of life for those we serve. As a leading provider of in-home care and assistance, we deliver tailored support services to older Australians, people with disability, and individuals recovering from illness or injury.About the Role:We're seeking a...

  • Client Services Manager – Gold Coast South

    2 weeks ago

    Gold Coast, Queensland, Australia Right at Home Full time

    Client Services Manager – Gold Coast SouthAbout Us:AtRight at Home, we are committed to improving the quality of life for those we serve. As a leading provider of in-home care and assistance, we deliver tailored support services to older Australians, people with disability, and individuals recovering from illness or injury.About the Role:We're seeking a...

  • Marketing And Engagement Manager

    4 weeks ago

    Gold Coast, Queensland, Australia Emmanuel College - Gold Coast Full time

    Join to apply for the Marketing and Engagement Manager role at Emmanuel College - Gold Coast 2 days ago Be among the first 25 applicants Join to apply for the Marketing and Engagement Manager role at Emmanuel College - Gold Coast Introduction:Join a community where faith forms the foundation of everything that we do — nurturing hearts, inspiring minds...