Client Service Manager

Godfrey Group Recruitment; Sydney; Presencial; AUD 90 000 - 120 000; Tempo integral

Resumo da oferta

Godfrey Group Recruitment is recruiting for an experienced Client Service Manager in Australia, with a focus on wealth management advisory support. The role supports Financial Advisers and clients across multi-location offices in Sydney and Brisbane, ideal for a self-motivated, organised professional committed to quality client service.

The position offers long-term, permanent opportunities to grow within the business and expand your skill set in a close-knit team of driven professionals.

Qualificações

• Have at least 2-3 years of client service experience within a financial planning firm.
• Engage with clients, particularly busy professionals.
• Solid Xplan knowledge and skills.
• Strong computer skills (MS Word, Outlook, Excel).
• Highly developed relationship-building skills.
• High attention to detail with superb organisation.
• Excellent communication skills both written and verbal.
• Lives in either Sydney or Brisbane.

Responsabilidades

• Provide seamless support to the advisers and manage the implementation of advice.
• Answer general enquiries from clients in person, by telephone, email or mail correspondence.
• Act as the first point of contact for all portfolio management and implementation queries.
• Maintain Xplan and all other client databases and transaction records.
• Ensure all online systems and resources are operational, maintained and current.
• Provide exceptional implementation support to all clients.
• Develop and maintain client relationships.

Conhecimentos

Client service

Relationship-building

Communication skills

Attention to detail

Organisation

Ferramentas

MS Word

Outlook

Excel

Descrição da oferta de emprego

The Business

This wealth management advisory firm possesses a strong reputation and specialises in wealth preservation, estate planning, financial management strategies and investment management. Their HNW client base highly regard the strong business ethics which facilitate the consistent growth of the business.

The Opportunity

This opening in both Sydney and Brisbane is for an experienced Client Service Manager to join a close-knit team of driven and process-centric financial professionals. You will assist in providing seamless client services support to the Financial Advisers. Ideal for a self-motivated and organised individual with a passion for quality client service. This varied and challenging position is suited to a client service professional who is looking to take on an energetic and challenging position. Long-term and permanent role, great opportunities to grow within the business and build on your existing skill set.

The Role

• Provide seamless support to the advisers and manage the implementation of advice
• Answer general enquiries from clients. This will be in all forms, including in-person, by telephone, email or mail correspondence
• Act as the first point of contact for all portfolio management and implementation queries
• Maintain Xplan and all other client databases and transaction records
• Ensure all online systems and resources are operational, maintained and current
• Provide exceptional implementation support to all clients
• Develop and maintain client relationships

The Candidate

We would love to see applications from enthusiastic and professional individuals who:

• Have at least 2-3 years of client service experience within a financial planning firm
• A natural ability to engage with people directly, particularly busy professionals – this is an integrated accounting and advice practice
• Solid Xplan knowledge and skills
• Strong computer skills (MS Word, Outlook, Excel)
• Highly developed relationship-building skills
• High attention to detail with superb organisation skills
• Excellent communication skills both written and verbal
• Lives in either Sydney or Brisbane