Senior Client Service Manager | Brisbane CBD | $110k

Jenner Recruitment Pty; Brisbane; On-site; AUD 66,000 - 110,000; Full time

Job summary

Jenner Recruitment is seeking a dynamic Senior Client Services Manager for a boutique Financial Planning firm in Brisbane CBD. You will lead a small team, act as the right hand to the Financial Planning team, and drive efficient client services.

The role requires 3+ years as a Senior Client Service Officer in financial planning, plus 2–4 years in client services. Strong knowledge of the financial advice process and software is essential for success.

Qualifications

• Senior Client Service Officer for at least the last 3+ years within the Financial Planning industry.
• 2-4 years experience working within a Client Services capacity within the Financial Planning industry.
• Comprehensive knowledge of the financial advice process and portfolio implementation.
• Ability to perform repetitive and complex tasks accurately and timely.
• Excellent analytical, organisational, time management and prioritising skills.
• Excellent computer skills and working knowledge of financial planning software and MS Office.

Responsibilities

• Manage a team of Client Service Officers to ensure smooth operations.
• Coordinate Client Service team workflow and scheduling.
• Assist with HR tasks including recruitment.
• Possess understanding of compliance to review work.
• Monitor diaries and movements to avoid appointment overlaps.
• Support the Client Service team with implementation and other duties.

Skills

Client service leadership

Team management

Communication

Learning new software

Tools

Financial planning software

Job description

Senior Client Service Manager | Brisbane CBD | $110k

Exclusive to Jenner Recruitment, we are seeking a dynamic Senior Client Services Manager to join a highly regarded boutique Financial Planning firm. This firm is known for its outstanding culture—an ideal opportunity for someone who genuinely enjoys coming to work each day!

Our Client

Ourwell-established client is looking for aPractice Manager/Client Service Managerto assist their Financial Planning team.

With over 15+ years operating within the financial planning industry, this team prides themselves on building long-term relationships with their clients to assist them in achieving their clients to reach their financial goals.

Driven to only work with the best, this company ensures that each and every client receives a true personalised strategy specifically designed with their goals and objectives in mind.

The Role

Reporting to theDirector, you will be responsible for managing the team and adding a positive vibe to the already successful business.

This role will require you to work as part of a small team, take ownership of your role and be exceptionally well organised. Youwill be responsible for making the Financial Planning team's life as easy as possible and quite simply...being their right hand.

Responsibilities will include but are not limited to:

Manage a competent team of Client Service Officers to ensure smooth running of the business both internal and external.

Manage and co-ordinate Client Service team workflow

Assist with Human Resource management of staff including recruitment

Possibly have a compliance knowledge base to you that will allow you to confirm and check work on behalf of the business.

Monitor diaries & movements to ensure no overlap of appointments of other commitments.

Assist the Client Service team with implementation and work when required

Other administration duties as required.

About You

To be considered for this role you will be currently working as aSenior Client Service Officer for at least the last3+ years within the Financial Planning industry.

To be successful in the role, you will also need to possess the following:

At least 2-4 years experience working within a Client Services capacity within the Financial Planning industry

Comprehensive and clearly demonstrated working knowledge of the financial advice process and procedures and portfolio implementation methodology and Self Managed Accounts.

Ability to perform repetitive and complex tasks accurately and within a timely manner.

Communication skills & commitment to performance excellence.

Ability to quickly learn the features & functionality of appropriate financial planning software & other business systems.

Self driven with the demonstrated ability to take ownership of tasks and takes pride in producing work to the highest possible standards.

Excellent analytical, organisational, time managing and prioritising skills.

Excellent computer skills and good working knowledge of financial planning software and the Microsoft Office suite of products.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.