Are you a quick thinker, adaptable and able to deliver support and solutions in a fast-paced environment?
Do you love dealing with people and building strong relationships with others?
Do you get satisfaction out of providing excellent customer service and efficient administrative support?
If these statements describe you then read on…
The Business:
Eclipse Wealth Management can trace their history back over 30 years. At the core of their business is the belief that successful relationships are borne out of a sense of mutual values, trust & stability. They build personal, long-term relationships with their clients to ensure they can support them in making the most out of their lives.
The Role:
This is a full-time, permanent opportunity for an experienced Client Service Manager. As a key addition to their busy team, you will be responsible for supporting the business in both an administrative and account management/client relationship capacity.
Key responsibilities include, but are not limited to:
- Stakeholder liaison – able to build relationships with clients and suppliers;
- Timely drafting of client portfolio reviews;
- Assisting with existing client reviews, including scheduling meetings, pre-review preparation and assisting with the production of Statements of Advice;
- Following up and completing all administration associated with the implementation of advice;
- Database management;
- Attend to client enquiries quickly and efficiently;
- Update and maintain client information held in Xplan;
- Prepare and maintain client files;
- Basic Paraplanning.
Your skills & experience:
- Proven experience in a similar position;
- A high level of technical ability and understanding;
- 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;
- 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.
To apply for this role please forward your application to applynow@thehrroom.com.au
Please note, only successful applicants will be contacted.