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Financial Services Professional

2 months ago

City Of Maribyrnong, Australia Randstad Full time

About the Role

This is an exciting opportunity to join a leading financial services provider as a Client Service Manager. As a key member of the team, you will be responsible for providing exceptional support to clients and contributing to the implementation of a new advice process.

Key Responsibilities

  • Provide administrative support to Financial Planners, Paraplanners, and Management in a leading industry fund.
  • Support clients with their queries and concerns, ensuring a high level of customer satisfaction.
  • Contribute to the development and implementation of a new advice process, ensuring compliance and risk management.
  • Work closely with the team to achieve business objectives and improve client outcomes.

Requirements

  • 2+ years of experience in the financial advice industry.
  • Diploma of Financial Planning or equivalent qualification.
  • Experience with pensions and defined benefits.

About the Company

Randstad is a leading provider of recruitment and HR services, with a strong presence in the financial services sector. We are committed to delivering exceptional service to our clients and candidates, and we are excited to have you join our team.