AddressWe are looking for a Client Service Manager who has a passion for delivering high quality service. You will join a passionate and client focused team that supports our advisers deliver quality advice to our clients. Ideally you will have a level of financial planning administration knowledge and experience but not essential.
Within our dedicated and experienced Client Service team, you will be responsible for ensuring our clients enjoy exceptional service and your strong relationships skills will be valuable to handle all questions that come your way.
About Us
We are a successful, growing and innovative business. We have provided a 4 day week environment for the past 3 years, access to extra super benefits, training and development opportunities, and our social activities are always fun and enjoyable.
Midsec’s experienced advisers have been giving advice for many years and are truly dedicated to making a difference to our clients.
Our mission is to empower and inspire our clients through financially responsible and quality advice, built on a foundation of knowledge, accountability, respect for all individuals, and unwavering reliability. We strive to prioritise the unique needs and goals of our clients and staff, fostering long-lasting relationships based on trust, transparency and a deep commitment to their long-term financial success.
We have a culture of high performance and going the extra mile for our clients. A nothing is too hard approach. We work hard but we also enjoy great social activities throughout the year to celebrate our success.
We are a growing organisation that can provide an exciting, challenging and developing role for a passionate Client Service professional.
What we are looking for
- Ability to work in a fast-paced environment managing multiple priorities
- Attention to detail and the ability to work accurately under pressure
- Excellent knowledge of the Microsoft Office suite
- Excellent communication and interpersonal skills
- Always demonstrate initiative and self-motivation
- A proactive and analytical approach to problem solving
- Demonstrate commitment to quality and teamwork
- Honest
- Ability to work unsupervised
Responsibilities may include but not be limited to
- Solving client queries and actioning instructions from clients and advisers
- Responding to all correspondence within required time frames
- Liaise with fund managers, accountants and third parties
- Organise and manage adviser appointments
- Accurately prepare and lodge client documents and forms
- Update and maintain client database and portfolios including electronic filing
- Corporate action management (desirable)
- Understanding of and complying with client confidentiality and compliance requirements (desirable)
- Opening Bank, Investment, Wrap and Stockbroking Accounts
- Share Trading (buying & selling) on Australian Stock Exchange (ASX), Wrap platform trading and managed funds (desirable)
- Implementation of strategies and investments within a statement of advice or client review
Perks and Benefits
- Work a 4 Day Week (get paid your full-time salary)
- Super Incentive Bonus
- Study Reimbursement
- Great social activities
- Longer term career progression opportunities
- Profit share loyalty reward
If you are looking for a rewarding role as a Client Service Manager - apply now!
How to Apply
To apply, upload your Covering Letter and your CV outlining your work history.
Only successful applicants will be notified. Please note applications close COB Friday 24th May, 2024.
You must have the right to live and work in Australia to apply for this position.
