Client Service Manager

1 week ago

Adelaide CBD, Australia Perks People Solutions Full time

Full-time, perm position in brand new office, Adelaide CBD location
- Come join a fun & collaborative team

**About Perks**

Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 190 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.

**About the Role**

The Client Service Manager (CSM) is responsible for providing client relationship support through both, interacting directly with clients and working closely with team members to ensure exceptional client service is delivered.

The CSM plays a key role in providing high level quality administration and also acts as a point of contact for clients. The role includes assisting the PPW team members with the implementation of new investments and financial strategies, maintaining current investments, accurate data and record keeping, producing correspondence and reporting.

**Responsibilities**
- Assist with client enquiries in line with Perks service offering and liaise with key relationships
- Maintain & prepare client reporting
- Placement of investment & direct equity trades on platforms including auto cash management and model portfolios
- Implement new direct property syndicates.
- Management of adviser diary
- Liaise with other Perks pillars regarding mutual client requirements

**Skills and Experience**

***
Some of the skills, experience and attributes that you would bring to the role are:

- Completion of Diploma of Financial Planning (desirable)
- Completion of Administrative or Business Certificate / Diploma (desirable)
- Experience with financial planning software e.g. Xplan (desirable)
- Ability to proficiently use Microsoft Office Suite
- Exceptional verbal and written communication skills
- Strong numerical and analytical skills
- Excellent Time Management
- Experience in a professional services environment in a client focused role

**Culture and Benefits**

***
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you’d like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you’ll feel right at home at Perks.

Some of the benefits include:

- An industry competitive salary package with annual review process
- Flexible working arrangements
- Training and development opportunities
- Regular social & networking events

Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.

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