At a Glance
- Tasks: Support financial advisors and provide top-notch client service in a dynamic environment.
- Company: Reputable accounting and advisory firm known for its supportive culture.
- Benefits: Enjoy a 9-day fortnight, hybrid work options, and ongoing professional development.
- Other info: Great career growth opportunities in a fantastic location close to home.
- Why this job: Join a respected team and make a real impact in clients' financial journeys.
- Qualifications: 3+ years in client services, preferably in financial planning, with strong communication skills.
The predicted salary is between 71100 - 86900 $ per year.
An exceptional opportunity has arisen for an experienced Client Services Manager to join this highly regarded and growing accounting and advisory boutique firm in the South East. This is an impressive established business that boasts an enviable reputation, not only for provision of quality financial advice, but also for the workplace culture and environment that is second to none.
Run by a seasoned and respected financial advisor, you will be joining a longstanding team truly looked after by supportive and inclusive management. Offering flexibility and a hybrid work arrangement, we are seeking an experienced CSO or CSM (3+ years in this role) who can support a team of financial advisors looking for a dedicated and committed right hand.
You will receive ongoing mentoring, development and progression opportunities or this can be a career CSM role. This role will be primarily responsible for supporting the advisors in the provision of the highest level of service to their portfolio of clients and administration duties including:
- Greeting clients
- Updating client files and notes on Xplan
- Preparation of correspondence and documentation for the advisor
- Diary management
- Implementation of advice
Being a key point of contact to the clients, exemplary client service is required and previous experience working with a financial planning business is essential. Importantly, we are looking for someone who is efficient, organised, has excellent communication along with experience in a client services or admin support role and the following attributes:
- Degree in financial planning, business or similar preferred
- Desire to join a business long term
- Strong organisational and multi-tasking skills
- Advanced computer skills and IT literacy - including Xplan
- Ability to build strong rapport with clients, other team members and third parties
- Excellent presentation and communication skills
- 2-3 years + experience in client services from within a financial planning environment
- High levels of attention to detail and accuracy
In turn, you will be afforded the opportunity to cement yourself with one of Melbourne's best SME advice businesses in a great location close to home. An outstanding team environment, support and career path plus 9 day fortnight after successful probation.
SALARY $70-90k + Super dependent on experience. Only candidates who meet the above criteria will be shortlisted.
Client Services Manager in Melbourne employer: Ivy Recruitment
Join a highly regarded firm that values inclusivity and teamwork, offering a supportive culture for its employees. As a Client Services Manager, you'll benefit from ongoing mentoring and professional development opportunities while working closely with experienced advisors to deliver exceptional service to high-net-worth clients. Located conveniently close to home, this role not only promises a rewarding career path but also a collaborative environment where your contributions are truly valued.
