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SalaryAre you an experienced Senior CSM?
Do you have an eye for detail?
Do you love being part of building new processes?
Do you thrive on being part of making a real difference in the lives of the clients you serve?
Do you like to have a laugh at work, with your colleagues, and with your clients?
Do you want the flexibility of working from home?
Do you want to have full autonomy in your day?
If the answer to these questions was a YES, then please, read on…..
Established in 2014, we are a self-licensed, boutique financial planning firm located on the beautiful Sunshine Coast, and we are currently experiencing strategic growth. To support this expansion, we are seeking an experienced admin superstar to work closely with the team, including supporting the principal adviser and a junior adviser. We have a small but high touch client base, servicing primarily pre retirees and retirees, including SMSF's & HNW clients. We have meaningful and long-term relationships with all our clients.
We are currently looking for an experienced Senior Client Services Manager to take on the role of Senior CSM in the business. This role would be suited to a career CSM, with aspirations to become a Practice Manager.
Preferably, you will be located in Brisbane or the Sunshine Coast, however you can be located anywhere in Australia (except WA) to apply for this role.
Perks of the role:
- We are a virtual office! 100% Work From Home arrangement with quarterly team meetings in person.
- Generous remuneration and bonus structure.
- A team that has worked together for a long time - no staff turnover!
- Friendly, collaborative, caring environment with a highly experienced team.
- A business owner who is committed to your professional and personal development.
- Fully supported onboarding and training, open and clear communication and feedback channels.
In this role, your key responsibilities will include:
- Engaging with clients and delivering exceptional service
- Preparing paperwork and documentation for client meetings
- Submitting paraplanning requests and managing paraplanning pipeline
- Overseeing client files and submissions for simple file implementation
- Preparing submissions for complex implementation
- Escalation point for administration related client matters
- Checking the submission of all client applications and recommendations
- Responsively handling client inquiries
- Note taker in client meetings
- Generating innovative ideas to enhance the business in line with our continuous improvement journey
The ideal candidate will have:
- A minimum of 3 years of experience in CSM role within a Financial Advice Practice.
- RG146 or Diploma/Adv Diploma of Financial Services
- Understanding of popular advice strategies (TTR, recontribution, pension transfer and reset, account transfers, contributions strategies) and requirements for processing of recommendations.
- Familiarity with Panorama and North highly regarded.
- Strong understanding of the financial planning process.
- Strong team ethic and self-motivated.
- Tech savvy with excellent command of O365 suite and financial planning software
- Exceptional organization and time management skills and attention to detail.
- Exceptional customer service skills, ability to build new relationships and establish rapport with clients with ease.
- Ability to escalate matters to relevant parties and achieve desired outcomes within SLA’s.
As a Senior Client Service Manager, you will receive a competitive salary which will be negotiated based on experience, along with a flexible work environment that promotes a healthy work-life balance.
We are an equal opportunity employer and encourage applications from all qualified individuals, regardless of gender, race, disability, or age. Understanding of family commitments are central to our values, and we strive to create an inclusive and supportive work environment for all our employees.
To apply for this role, please include a Cover Letter and CV using the “apply now” button.
CLOSING DATE FOR APPLICATIONS 3RD APRIL 2024
