Client Services Manager – Financial Advisory

Ironbark Financial Group; Adelaide; Vor Ort; AUD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Career progression

Learning & development

Health & wellbeing

Paid parental leave

Volunteer leave

Employee recognition

Employee assistance services

Zusammenfassung

Ironbark Financial Group’s Unley team is seeking a Client Services Manager to support clients and Advisers, delivering a seamless service from implementation through ongoing support. You will build strong relationships, manage adviser calendars and client documentation, coordinate meetings, and ensure information is accurate and compliant to help us grow.

Previous office administration or client service experience is valued; we prize collaboration, initiative and a proactive approach to

Qualifikationen

• Previous office administration, client service or financial services experience will be highly regarded but is not essential.
• Strong relationship-building and stakeholder management skills.
• Excellent organisational skills with the ability to manage competing priorities.
• High attention to detail and a commitment to quality outcomes.
• Strong written and verbal communication skills.
• Ability to work effectively within a regulated environment.
• A proactive approach and genuine passion for client service.

Aufgaben

• Act as a primary point of contact for clients and deliver an exceptional client experience.
• Coordinate client meetings and manage Adviser calendars.
• Prepare and maintain client documentation and records.
• Support the implementation of financial advice strategies and recommendations.
• Liaise with clients, product providers and internal stakeholders to facilitate timely outcomes.
• Ensure client information remains accurate, compliant and up to date.
• Manage follow-up actions and ongoing client service requirements.
• Work collaboratively with Advisers and support teams to achieve positive client outcomes.

Kenntnisse

Relationship-building

Stakeholder management

Organisational skills

Attention to detail

Written and verbal communication

Ausbildung

Business Administration

Financial Planning

Jobbeschreibung

Ironbark Financial Group’s Unley team is seeking a Client Services Manager to support clients and Advisers, delivering a seamless service from implementation through ongoing support. You will build strong relationships, manage adviser calendars and client documentation, coordinate meetings, and ensure information is accurate and compliant to help us grow.

Previous office administration or client service experience is valued; we prize collaboration, initiative and a proactive approach to