Client Services Manager

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.

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

5+ years experience

Ability to multitask and good organisational skills

High attention to detail

Salaries are dependent on experience. Please send your resumes to Gemma Peachey.

Schedule :

Work Location : In person