About the company
This highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager to join their team.
About the role
In this Client Service Manager role, you will have the opportunity to support the Senior Financial Planner and will be a first point of contact for their clients. Your responsibilities will include but won't be limited to administrative duties, implementation of advice, liaising with fund providers and client greetings and follow ups.
This is an exciting opportunity for an existing client service manager with financial advice experience to take the next step in their career. Demonstrated skills
Experience working in the financial planning industry in Australia
Strong client service skills and experience
Strong communication skills and attention to detail
XPlan experience is highly regarded but not compulsory
Benefits
Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events
To apply for this role, click on the 'Apply Now' button or email [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Please click here to apply.
This highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Client Service Manager to join their team.
About the role
In this Client Service Manager role, you will have the opportunity to support the Senior Financial Planner and will be a first point of contact for their clients. Your responsibilities will include but won't be limited to administrative duties, implementation of advice, liaising with fund providers and client greetings and follow ups.
This is an exciting opportunity for an existing client service manager with financial advice experience to take the next step in their career. Demonstrated skills
Experience working in the financial planning industry in Australia
Strong client service skills and experience
Strong communication skills and attention to detail
XPlan experience is highly regarded but not compulsory
Benefits
Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events
To apply for this role, click on the 'Apply Now' button or email [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Please click here to apply.
