Client Service Manager Job in Melbourne

12 hours ago

Melbourne, Australia Chronos Private Full time

**Responsibilities**:
At Chronos Private we believe wealth means more than money. We work closely with each client to achieve their personal financial and life goals, understanding that each client is unique. We take pride however in ensuring that all clients receive the same exceptional levels of service and expert advice. Our passion is to transform financial complexity into clear, strategic outcomes that enable our client’s goals and aspirations to be realised. We measure our success in the numerous enduring and successful relationships that we enjoy with our clients.

**Key Position Responsibilities**
- ** Practice Management**:

- General responsibility for operational, reporting and administration functions of the practice. Supervising the workflow and productivity of business activities with a focus on continual improvement and accountability.
- ** Compliance**:

- Ensuring all client service standards and compliance requirements are met and understood and implemented by the team.
- ** Client Services** - Delivering an exceptional level of service to clients, being pro-active in meeting their requests and using initiative to follow up on their behalf. Ultimately ensuring that clients experience an exceptional level of service.
- ** Administration**:

- Efficiently manage the day to day tasks required by clients and Advisers. Be competent in taking ownership and handling tasks on behalf of advisers and team.

**Qualifications / Experience / Skills**
- Approximately 2 years’ experience in a client service, compliance, advice operations or financial planning administration role within the financial services / wealth management sector
- Demonstrated organisational and prioritisation abilities to effectively manage workflow
- High attention to detail and accuracy with a sound knowledge of compliance obligations
- Strong working knowledge of XPLAN
- Agile, individual contributor with ability to influence and collaborate with cross functional teams
- Confident communicator both written and verbal who is proactive and gets on with the job at hand
- Advanced Diploma of Financial Planning or relevant Undergraduate Degree is preferred but not essential

**To be a successful member of our team you will**:

- Be motivated by exceeding client expectation through effective administration, process development and management
- Enjoy the opportunity to help others
- Enjoy learning and have the ability to learn quickly
- Respond well to demands on your time and be an effective manager of your time
- Be sociable and enjoy the opportunity to present your ideas in a team environment
- Capable of making timely responses using an objective decision-making approach
- Able to work independently as well as part of a team
- High ethical standards

This position will support our team to deliver exceptional service to our clients. Focussing on practical, proactive and seamless implementation of compliance and administration across our business systems and the advice process, the role will play a key part in our growth strategy.

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