Client Service Manager Financial Services

5 days ago

Newcastle, Australia Prosperity Advisers Full time

Newcastle FullTime
- Award-winning, full-service firm | Ranked 36 in AFR top 100
- Highly competitive salary package with extensive employee benefits
- Located directly across the stunning Queen St Wharf, Newcastle

**Be the trusted link between clients and tailored financial solutions**

**About Prosperity**

Prosperity is an award-winning, mid-tier full-service firm, ranked 36 in AFR top 100. We care about our people and pride ourselves on our values of trust, respect, and innovation, fostering a supportive culture and shared purpose in creating the firm of the future. Prosperity is accredited as a Great Place to Work and has an excellent culture, competitive salary packages & benefits plus modern, attractive offices in three CBD locations.

**About You**

We're looking for an experienced **Client Services Manager** who takes pride in delivering exceptional support to clients and advisers.

**Responsibilities will include but not limited to -**
- Prepare documentation for client meetings and manage post-meeting follow-up
- Manage client communications, scheduling, and general service coordination
- Build strong, ongoing relationships with both clients and internal advisers
- Maintaining client database to ensure the information is accurate and complete
- Manage clients queries as they arise
- Requesting, collating, and reviewing information from existing and new clients
- Developing and maintaining any internal process documents and worksheets to streamline business processes and to improve client management
- Completing and forwarding all necessary documentation to other internal departments as relevant, within the agreed service standards
- General administration to support team members

**Skills/Qualifications required**
- At least 2 years of experience in financial planning is preferred
- Strong communication skills - written and verbal
- Knowledge of advice implementation and compliance processes
- Sound understanding of advice implementation and processes
- Exceptional organisational skills and a high level of attention to detail
- Excellent verbal and written communication skills
- Excellent interpersonal skills and can operate well within a team

**_

**Join our team today**
- View Prosperity's Recruitment and Selection Privacy Policy

**Job Details**:

Video:
Location:
NewcastleWork Type:
FullTimePost Date:
2025-05-26Close Date:
2025-06-27Reference:
92

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