At a Glance
- Tasks: Manage client relationships and ensure top-notch service delivery.
- Company: Join The Money Hub, a leading wealth planning firm in Essendon.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic team environment focused on continuous improvement.
- Why this job: Make a real difference in clients' financial journeys while enhancing your skills.
- Qualifications: Experience in client services and strong communication skills.
The predicted salary is between 81000 - 99000 $ per year.
The Money Hub is seeking an experienced Client Services Manager to join our team in Essendon, VIC, on a full-time basis.
You will oversee a portfolio of client relationships, ensuring exceptional service delivery and coordinating advisory sessions with financial planners.
You will support onboarding, maintain accurate client records, and contribute to client-facing materials while continuously seeking service improvements.
Client Services Manager – Wealth Planning in Melbourne employer: The Money Hub
The Money Hub offers a supportive work environment where employees can thrive in their careers. With a focus on exceptional client service, the company encourages professional development and continuous improvement. Employees have the opportunity to manage meaningful client relationships and contribute to the success of a reputable financial planning firm.
