Address
Form of work
SalaryThe ARP team are looking to hire an experienced Client Services Manager.
Locations - Maroochydore/ Caloundra and Noosa
Salary ranging - $70,000 - $75,000 + Super (Depending on level of experience)
The practices provide holistic financial planning solutions to their clients. The team are looking for an experienced Client Services Manager with industry experience. The right candidate will be an integral member of the Financial Planning team.
Skills and Experience:
Knowledge of the Financial Planning Industry is essential. The Client Services Manager is responsible for setting up new clients, maintaining existing clients, and managing the end-to-end administration of client portfolios.
- Implementation of client paperwork for advice strategies and pro-active management until completed (Superannuation, SMSFs, and Insurance).
- Regular engagement with external providers to ensure timely processing of client applications.
- Ensure all works in progress and all written or verbal correspondence with clients is diligently recorded in the database.
- Build and maintain client relationships through regular email and phone correspondence.
About you:
This role will suit someone who enjoys working in a busy environment and is highly client-service-focused.
The suitable candidate will have worked in a Financial Advice Practice previously with the below qualities.
- Take ownership of tasks and follow through to completion.
- Demonstrating initiative, accuracy, and attention to detail, with a confident client friendly attitude.
- Be pro-active to identify discrepancies with client data and taking ownership to correct.
- Strong written and oral communication skills necessary.
- Minimum 2 years’ experience supporting financial planners.
- Experience with financial planning software Xplan is ideal.
ARP are hiring Client Services Managers and Client Services Officers across Multiple Practices in the Sunshine Coast.
If you want to join a high performing team and would like to work within a professional practice, please contact Samantha Reed on 0406 682 *** oremail ***@advancerecruitmentpartners.com.au
If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW. Alternatively, contact Samantha Reed on 0406 682 *** for a confidential discussion or email your resume in a word format to ***@advancerecruitmentpartners.com.au
