Client Services Manager

2 days ago

Brisbane, Queensland, Australia Dolfinwise Full time $60,000 - $80,000 per year

Company Description

Dolfinwise is high performing boutique financial advice firm based in Spring Hill. We service a range of private clients including pre and post retirees, business owners and high net worth individuals.

Role Description

This is a full-time on-site role for a Graduate Client Services Manager located in Spring Hill Brisbane, QLD. The Client Services Manager will be responsible for a range of administrative tasks including the implementation and follow up of financial advice. This includes managing client interactions, addressing completing applications and implementing investment trades. The role also involves utilizing analytical skills to assess client needs and conduct research. Looking for a candidate with strong verbal and written English communication skills who is interested in career in financial services. Employer can be flexible around final exams if graduating in 2025. Additional skills or interests looked favourable upon would be AI and/or marketing.

Qualifications

  • Customer Service skills
  • Strong Analytical skills
  • Excellent Communication skills for interacting with clients and internal teams
  • Highly numerate
  • Ability to manage customer inquiries and resolve issues efficiently
  • Bachelor's degree in Business, Commerce, Finance, Financial Planning, Economics, or a related field is essential

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