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Client Service Manager
2 weeks ago
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
If you are an experience Client Services Manager in Financial Services who would like to further their career and take that next step, apply now
Join our team today
- Please visit our website or use the Apply button above.
- For a confidential conversation, please contact reach out at **********
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