Client Success Partner

7 days ago

Canberra, ACT, Australia beBeeClient Full time $70,000 - $80,000
Client Service Manager

This is a prime opportunity for an accomplished Client Service Manager to leverage their expertise in a dynamic environment, delivering exceptional service and support to financial planners with client relationships, enquiries, and transactions.

The Business Context

We operate as a national financial advisory practice with offices across the country, dedicated to providing expert guidance to professionals, executives, and business owners on wealth creation and retirement strategies.

The Position - Client Service Manager
  • Deliver outstanding service and support to Financial Planners with client relationships, enquiries, and transactions, driving success and growth.
  • Mentor junior staff members, sharing knowledge and best practices gained from years of experience, fostering professional development and advancement.
  • Develop a comprehensive understanding of financial advice processes and procedures, staying up-to-date with industry trends and developments.
  • Grow professionally within a fast-paced and growing practice, expanding your skill set and network, unlocking new opportunities for career progression.

This role offers a unique blend of variety, growth, and development opportunities, making it an attractive choice for experienced Client Service Managers seeking a challenging and rewarding career move. You will have the chance to develop your skills, expand your network, and make a meaningful contribution to our team's success.

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