Client Services Manager - 9 day fortnight

Ivy Recruitment; Melbourne; Híbrido; AUD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work arrangement

9 day fortnight

Descripción de la vacante

Ivy Recruitment is seeking an experienced Client Services Manager for a Melbourne-based accounting and advisory boutique offering a 9 day fortnight and hybrid work. You will support a team of financial advisors, manage client administration, and act as the primary contact for clients while upholding high service standards.

Key requirements include 2-3 years in client services within a financial planning environment, excellent communication, strong organisational skills, and proficiency with

Formación

• Degree in financial planning, business or similar preferred.
• Strong organisational and multi-tasking skills.
• Advanced computer skills and IT literacy – including Xplan.
• Ability to build strong rapport with clients and team members.
• Excellent presentation and communication skills.
• 2–3 years+ experience in client services from within a financial planning environment.

Responsabilidades

• Support advisors in delivering high-quality service to a portfolio of clients.
• Handle client administration: greeting clients, updating client files/notes on Xplan, drafting correspondence.
• Manage advisor diary and schedule; prepare documentation for advisory work.
• Serve as a key client contact and ensure exemplary client service.

Conocimientos

Degree in financial planning

Organisational skills

Xplan literacy

Client rapport

Communication skills

Financial planning experience

Educación

Degree in financial planning / business

Herramientas

Xplan

Descripción del empleo

Client Services Manager - 9 day fortnight

An exceptional opportunity has arisen for an experienced Client Services Manager to join this highly regarded and growing accounting and advisory boutique firm in the South East.

This is an impressive established business that boasts an enviable reputation, not only for provision of quality financial advice, but also for the workplace culture and environment that is second to none. Run by a seasoned and respected financial advisor, you will be joining a longstanding team truly looked after by supportive and inclusive management.

Offering flexibility and a hybrid work arrangement, we are seeking an experienced CSO or CSM (3+ years in this role) who can support a team of financial advisors looking for a dedicated and committed right hand. You will receive ongoing mentoring, development and progression opportunities or this can be a career CSM role.

This role will be primarily responsible for supporting the advisors in the provision of the highest level of service to their portfolio of clients and administration duties including greeting clients, updating client files and notes on Xplan, preparation of correspondence and documentation for the advisor, diary management, and implementation of advice. Being a key point of contact to the clients, exemplary client service is required and previous experience working with a financial planning business is essential.

Importantly, we are looking for someone who is efficient, organised, has excellent communication along with experience in a client services or admin support role and the following attributes:

• Degree in financial planning, business or similar preferred
• Desire to join a business long term
• Strong organisational and multi tasking skills
• Advanced computer skills and IT literacy - including Xplan
• Ability to build strong rapport with clients, other team members and third parties.
• Excellent presentation and communication skills
• 2-3 years + experience in client services from within a financial planning environment
• High levels of attention to detail and accuracy

In turn, you will be afforded the opportunity to cement yourself with one of Melbourne's best SME advice businesses in a great location close to home. An outstanding team environment, support and career path plus 9 day fortnight after successful probation.

SALARY $70-90k + Superdependent on experience. Only candidates who meet the above criteria will be shortlisted.

I also have two other CSM opportunities with firms located in CBD and Bayside should the above location not suit.