At a Glance
- Tasks: Ensure a seamless client experience and implement financial advice from start to finish.
- Company: Join a passionate team at Retirement & Pensioner Planning in Wheelers Hill, VIC.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Other info: Be part of a close-knit team focused on compliance and quality.
- Why this job: Make a real difference in clients' lives while building strong relationships.
- Qualifications: Experience in client services and a passion for financial planning.
The predicted salary is between 49500 - 60500 $ per year.
Retirement & Pensioner Planning – Wheelers Hill VIC is seeking a passionate Client Services Manager to ensure a seamless client experience and to own the implementation of financial advice from recommendation to completion.
In this small, close-knit team you will:
- Build strong relationships with clients and Advisers
- Coordinate with platforms and product providers
- Drive efficiencies while maintaining compliance and high-quality client records
Client Success Lead in Melbourne employer: Retirement & Pensioner Planning
Retirement & Pensioner Planning fosters a people-first culture, emphasizing strong relationships with clients and staff. The company offers opportunities for professional growth, particularly for those aspiring to advance in financial advisory roles. Employees benefit from a supportive environment that prioritizes exceptional customer service and compliance.
Contact Details:
Retirement & Pensioner Planning Recruitment Team
We think you need these skills to ace Client Success Lead in Melbourne
Client Relationship Management
Financial Advice Implementation
Compliance Management
High-Quality Record Keeping
Coordination with Platforms and Product Providers
Efficiency Improvement
Communication Skills
