At a Glance
- Tasks: Deliver exceptional client support and manage communications in a dynamic financial services environment.
- Company: Join Prosperity, an award-winning firm with a culture of trust and innovation.
- Benefits: Competitive salary, employee benefits, and a supportive workplace culture.
- Other info: Enjoy team events and community engagement opportunities in a modern CBD office.
- Why this job: Grow your career while building strong relationships in a collaborative team.
- Qualifications: 2-4 years in financial planning and strong communication skills required.
The predicted salary is between 63000 - 77000 $ per year.
There are three reasons why people enjoy working at Prosperity: Our people, our clients and our innovative culture. We call this our Prosperity DNA.
At Prosperity, we believe our people are our greatest asset. As an award-winning professional services firm and Great Place to Work certified employer, we are committed to creating an exceptional employee experience where our people feel valued, supported and empowered to grow their careers. Our culture is built on trust, respect and innovation, and we're proud to provide meaningful career opportunities in an environment where people genuinely enjoy coming to work.
We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers.
Key Responsibilities
- Prepare documentation for client meetings and manage post-meeting follow-up
- Manage client communications, scheduling, and general service coordination
- Build strong, ongoing relationships with both clients and internal advisers
- Maintain client database to ensure the information is accurate and complete
- Manage clients queries as they arise
- Request, collate, and review information from existing and new clients
- Develop and maintain any internal process documents and worksheets to streamline business processes and to improve client management
- General administration to support team members
About You
You are highly organized, detail-oriented and passionate about delivering exceptional client service. Ideally, you'll bring:
- 2 - 4 years of experience in financial planning in a similar or related support role
- Strong communication skills – written and verbal
- Knowledge of advice implementation and compliance processes
- Sound understanding of advice implementation and processes
- Exceptional organisational skills and a high level of attention to detail
- Excellent verbal and written communication skills
- Excellent interpersonal skills and can operate well within a team
If you're passionate about delivering exceptional client service and building strong client relationships, this role offers the opportunity to work with experienced professionals and grow your career in a supportive and collaborative environment.
Client Service Manager – Brisbane CBD in Sydney employer: Prosperity Advisers
At Prosperity, we pride ourselves on being an award-winning professional services firm and a Great Place to Work certified employer, dedicated to fostering a supportive and empowering environment for our employees. Our Brisbane office offers a modern workspace, competitive salaries, and a culture built on trust and innovation, ensuring that as a Client Service Administrator, you will have ample opportunities for professional growth while enjoying a collaborative atmosphere where your contributions are valued.
