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Financial Planning Assistant

2 months ago

Brisbane, Queensland, Australia Insignia Financial Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Client Relationship Manager. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and ensuring seamless day-to-day operations.

Key Responsibilities
  • Develop and maintain personable client relationships, providing proactive support and guidance as needed.
  • Manage client correspondence, including emails, phone calls, and meetings, ensuring timely and effective communication.
  • Perform administrative tasks, such as data management, report preparation, and paperwork, with a high level of accuracy and attention to detail.
  • Collaborate with our Private Wealth Advisers and the Head Client Relationship Manager on key projects, providing support and expertise as needed.
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Highly organized and detail-oriented, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Proficient in Microsoft Office Suite, with experience in data management and report preparation.
  • Ability to work in a fast-paced environment, with a high level of adaptability and flexibility.
What We Offer

We offer a dynamic and supportive work environment, with opportunities for career growth and development. Our team is passionate about delivering exceptional customer service and making a positive impact on our clients' lives.

If you are a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity.