Address
Form of workDue to the retirement of our CSM, our team at MiQ Private Wealth are looking for a talented Client Service Manager to join our busy Buderim office to support our Financial Advisers.
What sets us apart?
- Strong focus on truly fostering a positive culture
- Annual offsite 5-star conference where we focus on development, building a positive culture, and rewarding our team
- Continuing Professional Development
- Employee Share Option Scheme
About MiQ
MiQ Private Wealth is a team of more than 60 highly experienced Advisers, Finance Specialists and Support team members dedicated to providing the most appropriate financial advice and delivering outstanding Client Service.
The Position of CSM has the following core duties:
- Provide exceptional service to our clients via phone, email, and in person.
- Prepare and collate documents for client meetings for the Financial Adviser, ensuring relevant documentation is accurate and prepared within the required timeframe.
- Build positive long-lasting positive working relationships with clients and colleagues.
- Lodge, track and complete investment and insurance applications as per the Xplan workflow process.
- Ensure all client information is updated and correct within our system.
- Book and re-confirm Adviser/s appointments and invitations with clients.
- Prepare and collate financial, investment, and other relevant reports.
- Accurately type, edit, and format letters, file notes, reports, presentations, and other required documentation.
The role would be perfect for:
- A proactive, professional Client Service Manager, capable of thinking independently, working collaboratively, organising and completing complex tasks.
- A candidate who has good experience in using Xplan, or the ability to quickly and accurately use this software.
- Someone who has been involved in - and enjoys working within - the Financial Planning Industry.
- Someone who has an eye for detail, a professional, happy, confident, self-motivated person who wants to be part of a motivated team;
- Most importantly, we are seeking a candidate with a real focus on delivering outstanding Client Service, in a financial planning practice, with a genuine, passionate desire to help clients;
- An understanding of Opt-In, Fee Disclosure Statements, and Ongoing Advice Service Agreements would also be highly regarded, but can be learnt.
Why MiQ?
MiQ is a family-friendly business, and offers great benefits to our team members including the option to join our Employee Share Scheme, participation in our annual offsite 5-star conference, and being a part of a business which has a strong focus on individual development, building a positive culture, and rewarding our team.
If you are looking forward to your next challenge, are authentic in your approach, and are client focused with a positive attitude, we would love to hear from you.
To apply for this outstanding opportunity, please use the Seek application process.
Employer questions
Your application will include the following questions:
- Do you have experience in administration?
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have in the financial services industry?
