Client Relationship Manager
4 hours ago
Job Overview
- The role of the Client Service Officer is to deliver an exceptional client experience from start to finish.
- Key responsibilities include handling client inquiries, coordinating with internal teams, and maintaining accurate records.
- Excellent communication skills, both written and verbal, are essential for success in this position.
About You
- Background in financial planning with knowledge of industry practices and compliance requirements.
- Proficiency in XPLAN software.
- Strong organizational skills with ability to juggle multiple priorities and deadlines effectively.
- Ability to work as part of a team and possess natural people skills.
- Passion for delivering exceptional service and nurturing client relationships.
- Advanced Microsoft Office capabilities.
- Relevant tertiary qualification and/or relevant experience.
Responsibilities
- Manage client relationships and ensure timely responses to inquiries.
- Coordinate meetings and manage diaries to maintain efficient workflows.
- Prepare and submit applications to product providers and fund managers.
- Maintain accurate client records and investment data.
Requirements
- Comprehensive knowledge of financial planning principles and practices.
- Proficient in XPLAN software.
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Ability to work as part of a team.
- Relevant tertiary qualification and/or relevant experience.
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