Customer Service Manager

2 weeks ago

Ballarat, Victoria, Australia Mulcahy & Co Financial Services Full time

Mulcahy & Co as part of the Mulcahy group provide Accounting, Financial Planning, Legal, Lending and Marketing services to a large client base. With offices located in Ballarat, Ararat, Mildura and the Sunshine Coast.

With continued growth in our Financial Planning division our Melbourne office is seeking an experienced and motivated Customer Service Manager to join our team. Our business offers an excellent opportunity for an ambitious person who is either looking for a career in Administration or wanting to progress and become a Financial Planner.

**The Role**:

- Meet and exceed individual KPI's.
- Producing client reports, forms, meeting documentation and general correspondence.
- Attendance at client initial and review meetings and preparation prior to these appointments.
- Following business and client servicing processes.
- Maintain compliance and adherence to Best Interest Duty obligations on behalf of advisers
- Database Management.
- General Administration duties.

**To be successful in the role your will need**:

- Office Administration experience essential.
- Minimum 2 years experience in a similar role within the financial planning industry preferred.
- Completion of Diploma of Financial Planning or Advanced Diploma of Financial Planning or other equivalent education preferred.
- Excellent organisational and communication skills both written and verbal.
- High Attention to detail.
- Be motivated by administrative duties and financial information processing.
- Jump at the chance to help others.
- The confidence to ask questions.
- Are you ready for an exciting new challenge as part of a high performing team?_

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