At a Glance
- Tasks: Lead client services and support financial advisers in delivering top-notch advice.
- Company: Gilkison Group Pty Ltd, a dynamic financial advisory firm in Perth.
- Benefits: Career advancement opportunities and a supportive team culture.
- Other info: Join a collaborative environment focused on continuous improvement.
- Why this job: Be the key link between clients and advisers, making a real difference.
- Qualifications: Experience in client services and strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
Gilkison Group Pty Ltd in Perth is seeking an experienced Client Services Manager to drive client delivery and support our financial advisers.
You will be the main liaison, coordinating client needs with our technical support team and ensuring smooth implementation of advice.
You will maintain accurate documentation, seek continuous process improvements, and contribute to a positive team culture while advancing your career within our advisory framework.
Client Services Lead – Financial Advisory in Perth employer: Gilkison Group Pty Ltd
Gilkison Group Pty Ltd is an exceptional employer located in the vibrant city of Perth, offering a dynamic work culture that prioritises collaboration and professional growth. As a Client Services Lead, you will benefit from ongoing training and development opportunities while being part of a supportive team dedicated to delivering outstanding financial advisory services. With a focus on continuous improvement and a commitment to employee well-being, Gilkison Group fosters an environment where your contributions are valued and recognised.
