Client Service Manager

7 days ago


Sutherland Shire, Australia Randstad Full time

Company Overview

Randstad is a leading provider of recruitment and HR services, with a strong focus on delivering exceptional results for our clients and candidates.

The Role

We are seeking a highly skilled Client Service Manager to join our team, supporting three advisors with the support of a full-time paraplanner and client services associate. As the point of contact for clients, you will be responsible for liaising with product providers, including superannuation funds and investment platforms.

Key Responsibilities

  • Supporting advisors with research and data collection on clients' current assets and insurance
  • Helping with the implementation of Statements of Advice (SOAs) and lodging applications
  • Liaising with product providers to ensure seamless service delivery

Requirements

  • Previous experience in a paraplanner or client service role
  • Financial planning education and experience with X-Plan is advantageous

About Us

Randstad is passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.



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