Our client is currently seeking a motivated and diversified Client Service Manager on a Part-time basis. Reporting to the Principal Advisor, if successful you will be a key addition to a busy team where your effective management of client relationships and provision of quality support in respect to the implementation and ongoing management of client financial solutions will be well received. The boutique firm on the city fringes places a heavy emphasis on the strong on-going client service they provide, giving them a referral strong and satisfied client base by understanding clients goals, aspirations and lifestyle dreams.
If successful you will have the opportunity to build relationships with clients and take responsibility for the implementation of the advisor's advice. This role offers a mix of client interaction, administrative duties, working with Client Service Administrator, Paraplanners and directly supporting the Principle Advisor. This opportunity is ideal for an individual who is looking for a challenge and enjoys the satisfaction of helping grow a successful business. Having performed this role within the financial services industry before will allow you to hit the ground running.
To succeed in this role you will have the ability to prioritise and complete tasks, take ownership of challenges and resolve them, to have the capability to contact and work with various external parties. You will have excellent time management skills, attention to detail and a solid understanding of compliance requirements. Above all you will have a high level of motivation and desire to exceed client expectations.
Key Responsibilities:
- Client liaison – able to build relationships with clients and suppliers;
- Timely drafting of client portfolio reviews;
- Investment administration & providing quality high level administration support to your Adviser and clients;
- Liaising with Fund Managers, Life Insurance Companies and Superannuation Providers;
- Database management;
- Assisting in the preparation of advice documents;
- Attend to client enquiries quickly and efficiently;
- Update and maintain client information held in the CRM system;
- Prepare and maintain client files;
- Prepare advice documentation and application forms;
- Lodge product/platform applications and follow through to completion;
- Manage the Fee Disclosure and upcoming Opt In processes;
- Basic Paraplanning.
- A working knowledge of Microsoft Word, Excel and Outlook;
- Good time management and organisational skills;
- Experience with industry CRM systems and financial planning software i.e Xplan;
- A sound knowledge of insurance needs and products;
- Experience working with MLC licensee group would be advantageous;
- Good communication skills both written and verbal;
- Attention to detail and a high level of accuracy in your work;
- A strong desire to learn (and keep learning) new tasks, knowledge and skills;
- RG 146 Compliance or a desire to undertake study towards compliance would be highly regarded.
To be successful in this role, you will require:
A salary based on skills and experience will be negotiated with the successful applicant.
This is an excellent opportunity for a person that is keen to make a real impact on a pro-actively growing portfolio. To apply for this role, or to discuss the position in more detail, please send your resume and application to applynow@thehrroom.com.au
Please note, only successful applicants will be contacted.