At a Glance
- Tasks: Be the go-to person for client advice and build strong relationships.
- Company: A thriving independent advice business with a stellar reputation.
- Benefits: $80-85k salary, superannuation, bonuses, and work-from-home flexibility.
- Other info: Great opportunity for career growth in a dynamic environment.
- Why this job: Join a supportive team and help clients achieve their financial goals.
- Qualifications: 1-2 years in advice practice and experience with Xplan preferred.
The predicted salary is between 49500 - 60500 $ per year.
Client Service Manager - Interviewing now!
Our client is a growing national independent advice business based in Malvern.
With offices in Melbourne, Sydney and Adelaide this business has gone from strength to strength with a reputation for ethical non aligned advice that helps clients achieve their goals.
The Role and Duties
- Be first point of contact for all advice enquiries
- Assist in the implementing strategies for clients
- Prepare and process client account paperwork
- Build relationships with with clients and provide exceptional service
- Liaise closely with product providers
- Prepare review packs
- The Person
- Have a minimum of 1-2 years experience working in advice practice
Experience using Xplan is highly desired
- Strong attention to detail
- Excellent team player and positive attitude
- The Benefits
- $80-85k + Super + Bonus
- Work From home
Client Service Manager - Interviewing now! in Malvern employer: Cartwright Jones
Join a leading self-licensed boutique practice in the heart of Sydney CBD, where you will play a pivotal role as a Practice Manager within a supportive team of 25. With a strong emphasis on professional development and a collaborative work culture, this position offers you the chance to influence the practice's operations while enjoying the convenience of being next to Wynyard train station. Experience a rewarding career with a company renowned for its exceptional independent advice and commitment to employee growth.
