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Client Service Manager

2 months ago

Randwick City Council, Australia Charterhouse Australia Full time
Job Title: Client Service Manager - Financial Planning Division

Charterhouse Australia is seeking a highly motivated and experienced Client Service Manager to join their financial planning division.

Job Overview:

This is an opportunity to work for a leading financial planning organisation, where you will be responsible for managing client relationships, ensuring exceptional service delivery, and supporting our financial advisors in meeting client needs.

Key Responsibilities:
  • Serve as the primary point of contact for clients, responding to inquiries and addressing concerns in a timely and professional manner.
  • Collaborate with financial advisors to develop and implement comprehensive financial plans tailored to clients' objectives.
  • Coordinate with internal teams to ensure seamless service delivery and deadlines are met.
  • Conduct insurance and super research.
  • Utilise Xplan or other industry-related software.
  • Assist in the preparation of client reports, presentations, and other communication materials.
  • Maintain accurate and up-to-date client records in compliance with regulatory requirements.
  • Manage implementation of client advice and ensure a smooth client experience.
Qualifications:
  • Bachelor's degree in Finance, Business Administration, or a related field is not essential but highly regarded.
  • Minimum of 2 years of experience in a role as Client Service Manager, preferably within the financial planning sector.
  • Strong knowledge of financial planning principles.
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Proficiency in financial planning software and CRM systems (Xplan preferred).
  • Detail-oriented with strong organizational and time management skills.
  • Ability to work independently and as part of a team in a fast-paced environment.