Client Service Manager

GOW Recruitment; Melbourne; On-site; AUD 85,000 - 120,000; Full time

Job summary

GOW Recruitment is assisting a tier-one wealth management organisation in Melbourne to fill a Client Service Manager role on an initial 12-month contract with view to permanency.

You will support 4 Senior UHNW advisors, handling administration, onboarding, transitions and client-service duties while contributing to corporate deals, client meetings and operational activities. RG146 Preferred.

Qualifications

• Degree in Finance, Commerce, Accounting or Business essential.
• Exceptional client service focus is required.
• Strong administration skills and attention to detail.
• Excellent communication skills, verbal and written.
• Demonstrated resilience and ability to prioritise tasks.
• Goal-oriented with drive and initiative.
• Proficient in Microsoft Office Suite.
• Knowledge of markets, funds and financial products desirable.
• Strong reporting experience expected.
• Experience in wealth management or financial planning.

Responsibilities

• Mix of administration, onboarding and client service duties.
• Involvement in corporate deals and client meetings.
• Handle transitions and operational functions.
• Provide training and support to advisors.

Skills

Exceptional client service

Strong administration

Excellent communication

Resilience

Task prioritisation

Driven initiative

Microsoft Office

Wealth management knowledge

Reporting experience

Industry experience in wealth mgmt/fin

Education

Degree in Finance/Commerce/Accounting/Business

Tools

Microsoft Office Suite

Job description

This is a great opportunity for a career orientated market professional to join a well-established tier one wealth management organisation as a Client Service Manager on an initial 12-month contract with the view to permanency.

Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had one to three plus years’ experience in stockbroking / Financial Planning / client service or are currently a Client Service Manager / Associate / Advisor assistant looking for a new opportunity.

Supporting 4 Senior UHNW advisors, this is a mature and very busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, training and support will be provided. This is a high performing desk and are keen to partner with client centric and driven candidates.

• Degree Qualified: Finance, Commerce, Accounting or Business essential
• Exceptional client service focus
• Strong administration skills and attention to detail
• Excellent communication skills both verbal and written
• Display a high level of resilience and strong ability to prioritise tasks
• Goal-oriented with demonstrated drive and initiative
• Good knowledge of Microsoft Office Suite
• Knowledge of domestic and international markets, managed funds and other financial products is desirable
• Strong reporting experience.
• Experience within wealth management, financial planning or professional services.
• RG146 Preferred

This is a great opportunity for a career orientated market professional to join a well-established tier one wealth management organisation as a Client Service Manager on an initial 12-month contract with the view to permanency.

Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had one to three plus years’ experience in stockbroking / Financial Planning / client service or are currently a Client Service Manager / Associate / Advisor assistant looking for a new opportunity.

Supporting 4 Senior UHNW advisors, this is a mature and very busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, training and support will be provided. This is a high performing desk and are keen to partner with client centric and driven candidates.

• Degree Qualified: Finance, Commerce, Accounting or Business essential
• Exceptional client service focus
• Strong administration skills and attention to detail
• Excellent communication skills both verbal and written
• Strong decision-making ability
• Goal-oriented with demonstrated drive and initiative
• Good knowledge of Microsoft Office Suite
• Knowledge of domestic and international markets, managed funds and other financial products is desirable
• Strong reporting experience.
• Experience within wealth management, financial planning or professional services.
• RG146 Preferred

The client will provide a great working environment with a busy and positive culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base. A career pathways to advisory will be possible.