Client Service Manager

2 weeks ago

Melbourne, Victoria, Australia First Financial Full time $80,000 - $120,000 per year

We are seeking an experienced Client Services Manager to join our Melbourne office as part of one of our growing Advice teams. Regardless of whether you're a life long client services expert looking for stability in a professional team, or if you're keen to progress your career in an organisation with a proven history of development, we want to hear from you

We are currently looking for aClient Services Manager to join our Client Services team on a full time basis.  As an integral member of the team, you will work with a range of Advisers and Associate Advisers and gain exposure to diverse clients. This role will utilise your skills and experience in:

  • implementing advice and strategies across a variety of platforms and products;
  • supporting advisers and clients with review preparation;
  • organising and prioritising tasks of varying complexity including implementing investment recommendations and holistic financial advice;
  • maintain client records;
  • contribute to process improvement initiatives;
  • provide guidance and mentoring to team members; and
  • assist the team leader with project work.

To be successful in this position you will possess:

  • Minimum 2 years experience working in Client services in Advice administration, wealth management, financial services or superannuation;
  • Experience working with SMSF clients will be highly regarded;
  • strong organisation and time management skills;
  • a demonstrated ability to provide excellent client service;
  • sound written and verbal communication skills;
  • an ability to work autonomously within an energetic, open plan environment;
  • a relevant financial planning qualification will be highly regarded but is not essential;
  • Experience with Xplan will be highly regarded.

In turn, we promise you:

  • A competitive salary including potential for a bonus;
  • Flexible working conditions;
  • Genuine opportunities to build your skills and progress your career;
  • Exposure to a broad array of advisers, clients and strategies; and
  • A fun, supportive and highly engaging environment to learn, grow and thrive.

We place the client at the centre of everything we do, and are looking for applicants who have a passion for excellence and who want to grow as individuals. If you are keen to join our team, please submit your resume and a cover letter using the links provided in this ad.

Some background

First Financial is one of the largest boutique wealth advisory firms in Melbourne.  We provide holistic advice to a range of clients and are steadily growing. We are now looking for the next bright and highly motivated team member to join us as we move into an exciting new era.

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