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Company

Berritta ConsultingSee more

addressAddressIpswich QLD
type Form of workFull-time
CategoryAccounting & Finance

Job description

  • We want to talk to you about what your next career opportunity / dream role is
  • We want to know where you want to take your career
  • We have hundreds of clients, but we want to find someone that matches your values and career expectations
  • We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
  • This is only one role, we would like to talk to you about hundreds of other options across Australia

Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.

We are currently recruiting a Senior Client Services Manager to work as part of an excellent team and you will be supporting a Senior Financial Planner.

About the role:

Main point of contact for clients and arranging client meetings
Supporting a Senior Financial Planner
Prepare forms and documents
Mentor a guide other Client Service Officers
Assist with client annual review and meeting preparation
Help implement recommended strategies

About you:

5+ years experience
Ability to multitask and good organisational skills
High attention to detail

Salaries are dependent on experience. Please send your resumes to David Berritta.

Job Type: Full-time

Salary: $80,000.00 – $90,000.00 per year

Schedule:

  • 8 hour shift
Refer code: 643434. Berritta Consulting - The previous day - 2023-03-05 05:15

Berritta Consulting

Ipswich QLD
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