Client Service Manager

2 days ago


North Sydney, Australia Kogan People Solutions - recruiters Full time

**Client Service Manager - Wealth Industry - North Sydney**

Kogan People Solutions, recruiters, are assisting a financial services firm in North Sydney delivering tailored solutions to help their valued clients make sensible decisions about their money.

This highly reputable firm, passionate about helping clients achieve their best, now seeks an experience, skilled Client Service Manager, to service established client base primarily represented by high-net-worth individuals. **The role is full time, and ongoing**.

**About the Role**

As their new **Client Service Manager**, you will:

- Be the point of contact for clients and manage day-to-day enquiries.
- Working alongside the advisor, develop and maintain relationships with all stakeholders and deliver an exceptional client experience.
- Attend client meetings and act as second chair to the advisor.
- Participate in pre-brief and debrief meetings and record detailed file notes of all interactions.
- Work collaboratively with the advisor, paraplanning team and fellow advice support team members to ensure quality advice and client outcomes.
- Participate in (two-way) peer review for all key tasks and documents
- Coordinate client advice projects and workflows.

**Benefits**:

- Competitive salary circa $70k plus super per annum
- Career progression and guidance from an experienced advisor
- Access to regular learning and training initiatives through a combination of structured and on-the-job training opportunities.
- Friendly, supportive environment

**To be successfully considered for interview, we expect to see**:

- At least 2 years’ post qualification experience in the financial services industry.
- Highly relevant Diploma, or higher, or agreed substitute.
- Proven ability to provide exceptional service to clients.
- Strong written and verbal communication skills.
- Excellent time management skills
- Strong attention to detail.
- Excellent personal presentation.
- Critical - unrestricted rights to work full time in Australia

**Desirable attributes/ qualifications**:

- RG146 complaint.
- Demonstrated experience and working knowledge of Xplan

**Applications**

Please respond to the recruiters using the facilities on this site, and ensure your attach your updated CV.

**Kogan People Solutions**

**Job Types**: Full-time, Permanent

Pay: $70,000.00 per year

**Benefits**:

- Employee mentoring program
- Maternity leave
- Parental leave
- Professional development assistance
- Salary packaging

Schedule:

- Monday to Friday
- Weekend availability

Application Question(s):

- Unrestricted Australian working rights are expected; are you an Australian Citizen or Permanent Resident? If not, please advise how you meet the working rights thresholds mentioned in our listing. For example, your visa details, Thank you

**Education**:

- Diploma (preferred)

**Experience**:

- RG146 relevant: 2 years (required)

Work Authorisation:

- Australia (required)

Work Location: In person



  • Sydney, Australia BNP Paribas Full time

    The Client Services Management team is part of the global Client Development team responsible for all client management related activities (ie sales, client relationship management and client satisfaction) for the Securities Services business. Within this team, the Client Services Managers oversee the service delivery with an overall responsibility to ensure...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryThe Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.This role will be hired as an initial 3...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryThe Client Service Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner.This role will be hired as an initial 3...


  • Sydney, New South Wales, Australia Buscojobs Full time

    Add expected salary to your profile for insights.At Astier, we are helping to catalyse the wealth of our valued clients by offering an innovative advisory service that utilises the accumulated experience of our dedicated team. We believe our people are key to unlocking growth for our clients.Your New RoleWe are seeking an experienced Client Service Manager...


  • Sydney, New South Wales, Australia Navigate Advisory Pty Ltd Full time

    We are a dynamic and growing financial planning business based in Brighton-Le-Sands with an office in Balmain and we're on the lookout for an experienced Customer Service Manager to join our high-performing team.About the Role:As our Customer Service Manager, you will play a key role in delivering a first-class client experience. You'll be involved in every...


  • Sydney, New South Wales, Australia Navigate Advisory Pty Ltd Full time

    We are a dynamic and growing financial planning business based in Brighton-Le-Sands with an office in Balmain and we're on the lookout for an experienced Customer Service Manager to join our high-performing team.About the Role:As our Customer Service Manager, you will play a key role in delivering a first-class client experience. You'll be involved in every...


  • North Sydney, Australia Compass Group Full time

    Due to continued growth, we are currently on the lookout for a new team member and are recruiting someone to join our Client Relationship team. As a **Client Support Specialist, **you’ll be responsible for our Foodbuy Member Clients relationships. **Foodbuy** is the largest national foodservice and hospitality procurement and supply chain organisation in...


  • Sydney, New South Wales, Australia beBeeClientRelations Full time $90,000 - $120,000

    Job Title: Client Relations ManagerThe position of Client Relations Manager is a vital role in servicing our institutional clients who have invested in our Australian & New Zealand strategies. This individual will be responsible for implementing and coordinating all aspects of client relations, including quarterly and annual reporting, annual meetings, field...

  • Financial Planning

    2 days ago


    North Turramurra, Australia Recruitment Alternative Full time

    **About the Employer** This is an excellent opportunity for a challenging role with growth potential close to home for someone committed to a career in Financial Planning. Established 27 years ago this independent full spectrum financial services firm offering accounting and holistic financial advice across wealth creation, insurance, superannuation...


  • Sydney, New South Wales, Australia National Credit Insurance (Brokers) Pty Ltd Full time

    Join to apply for the Client Service Manager role at National Credit Insurance (Brokers) Pty Ltd1 day ago Be among the first 25 applicantsJoin to apply for the Client Service Manager role at National Credit Insurance (Brokers) Pty LtdNational Credit Insurance (Brokers) Pty Ltd provided pay rangeThis range is provided by National Credit Insurance (Brokers)...