Client Services Manager

3 days ago


Melbourne, Victoria, Australia Fuse Recruitment Full time
About the Role

Fuse Recruitment is seeking a highly skilled Client Services Manager to join our team. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their business goals and challenges.
  • Provide expert advice and guidance to clients on financial planning and related matters.
  • Collaborate with internal teams to ensure seamless delivery of services and solutions.
  • Manage client accounts to drive revenue growth and retention.
Requirements
  • Proven experience in client services, account management, or a similar role in Financial Services.
  • Understanding and experience in Paraplanning.
  • Knowledge of financial planning laws and legal aspects.
  • Exceptional interpersonal and negotiation skills.
  • Ability to juggle multiple priorities and maintain attention to detail.
  • Proficiency in CRM software and Microsoft Office Suite.
What We Offer
  • Opportunities for professional development and career advancement.
  • A dynamic and innovative work environment.
  • A competitive salary and benefits package.


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