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Client Relationship Manager

1 week ago

Newcastle, New South Wales, Australia Berritta Consulting Full time

Berritta Consulting is an established company with a long history of success.

We are currently looking for a skilled CSO / CSM to join our team and work closely with a Senior Financial Advisor.

The key duties of this position involve:

  • Serving as the primary point of contact for clients and coordinating meeting arrangements.
  • Being part of a highly effective team that fosters open communication and mutual support.
  • Supporting the advisor with client annual reviews and meeting preparations.
  • Maintaining accurate documentation for SOA implementation.
  • Assisting with the preparation of financial portfolios and reports.
  • Providing research assistance to the advisors as needed.

Successful candidates will have:

  • 2-20+ years of experience in Financial Services.
  • Excellent organisational and time management skills.
  • A keen eye for detail.
  • Strong technical abilities.