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Client Services Manager

HAYS - Perth, WA

Banking & Finance
Source: uWorkin


Full Job Description
Excellent opportunity for an experienced client services manager to join a relaxed and close-knit team!

Your new company
Excellent opportunity for a confident and experienced client services manager to join a self-licensed boutique practice in Perth. Close-knit ‘family-first’ culture with extremely flexible work arrangements available.

Your new role
As a CSM/planning assistant, you will the clients’ primary point of contact. You will also be primarily responsible for providing professional and proactive support to the Financial Advisers. Duties will include but not be limited to:

Communication with clients and suppliers daily in relation to queries via email, phone and direct.
Process, submit and track client applications.
Lodge insurance claims including liaising with client and financial institutions.
Managing administrative duties including updating database and other systems.
General office administration.
Implementation of advice.

What you'll need to succeed

Good understanding of the financial services industry.
Previous experience in a financial planning assistant or client services role is ideal.
Sound technical knowledge of current legislate, industry and corporate standards.
Strong written and oral communication skills.
Diploma of Financial Planning or equivalent RG146 qualification highly desirable.

What you'll get in return

Competitive Salary package on offer, $65k - $75k + super depending on level of experience and qualifications.
Excellent flexibility: be able to work from home up to 3 days per week.
Management that are big on outputs rather than micromanaging, get the work done quicker than what you need to and take some time off!
Self-licensed practice that puts client-centric advice first.
Vibrant, growing and friendly team with very low turnover.
Centrally located with free parking onsite.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now on (08) 9324 2353.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2509602