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Client Services Manager

dozzi Financial Advice - Brisbane Grove, NSW

Banking & Finance
Source: uWorkin


dozzi is a self-licensed award-winning boutique independent advisory firm that values high-quality independent advice, treasures fantastic client relationships, and focuses wholly on achieving our clients? dreams!

The role of our Client Services Manager is an amazingly valuable position. This person will be the backbone of our client service programs and provide advanced levels of administration awareness, process efficiency, and task completion. We would love for this person to have the capabilities and desire to help improve the functioning and efficiency of our firm for the betterment of our clients and our team.

The backbone of a quality advice firm is a strong administration department that possesses:

  • Process efficiency
  • Diligence in task setting and completing
  • Strong understanding of financial planning concepts, products, and administrative knowledge
  • Exemplary time management skills
  • Strong internal drive to improve and help others improve
  • Robust understanding and ability to use key CRM technology
  • Ability to work effectively as an individual and within a small team

  • In addition to these personal attributes this Client Service Manager should:

  • Have two or more years of administrative experience in financial planning
  • Appreciate what it means to truly put clients first and have a willingness to go above and beyond traditional expectations
  • Have a strong interest in improving one?s knowledge in financial planning
  • Be looking for a challenging but fulfilling role mentored by a young and experienced team of like-minded professionals

  • Starting date is flexible, looking for full-time applicants

    Applicants interested in a long-term career in financial planning are encouraged to apply should they have the desired minimum level of financial planning administration experience.

    Career progression for the right applicant is available if desired.

    Please email resume with covering letter to click apply [link removed]