Client Services Manager – Boutique Female-Led Financial Planning Firm (Sout

at  Competitive Advantage HRM Recruitment

WHAT WE’RE LOOKING FOR

We’re seeking a dedicated professional who excels in a hands-on role and has a passion for creating exceptional client outcomes.

ESSENTIAL SKILLS & EXPERIENCE:

• Proven experience in the financial services industry, focusing on advice implementation and adviser support.
• Strong understanding of financial products and strategies.
• Proficiency in financial planning CRM software and business technologies (experience with Apple MAC systems preferred).
• Solutions-focused mindset with excellent problem-solving skills.
• Exceptional communication and interpersonal abilities.
• Detail-oriented and capable of managing multiple tasks in a fast-paced environment.

ABOUT THE ROLE

As the Client Services Manager, you will be a cornerstone of this high-performing team, ensuring the seamless implementation of financial advice and operational efficiency. This role is ideal for a proactive professional who thrives in a fast-paced environment and takes pride in delivering exceptional client experiences.

KEY RESPONSIBILITIES:

• Implement Financial Advice: Oversee the process of implementing financial advice, including handling super, investment, and insurance applications from start to finish.
• Client Relationship Management: Build and maintain strong relationships, providing top-tier service and addressing client inquiries promptly.
• Process Improvement: Drive efficiency by implementing streamlined systems and utilising technology to optimise operations.
• Team Collaboration: Work closely with the team to ensure effective client interactions and adherence to best practices.