Client Services Manager

at  Ensure

Brisbane, Queensland, Australia - 00000

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate24 Oct, 2019USD 70000 Annual25 Jul, 20192 year(s) or aboveOnline Platforms,Client Services,Financial Services,Planning Software,Demonstration,EmailNoNo
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Description:

  • Southbank Location
  • Great salary on offer
  • 18 months to 2 years experience
    My client is a successful boutique financial planning practice with offices based in the heart of the Brisbane. Currently an exciting and highly rewarding opportunity has arisen for an experienced Senior Client Services officer to join the team on a permanent basis. The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.

SKILLS & EXPERIENCE:

  • Previous experience in client services / assistant financial planning role within a financial planning environment (18 months to 2 years)
  • Xplan experience preferred but not essential
  • RG146
  • Interest in progressing a career in financial services
  • Ability to use online platforms, client database and financial planning software
  • Understanding of the role of financial service product providers and how they relate to the financial planning industry. – eg. Fund Managers, stockbrokers
  • Demonstration of initiative to manage and improve administration systems and processes
    To be considered for this wonderful and exciting opportunity, please click the “APPLY” button to forward a copy of your resume. Alternatively to find out more about this role confidentially or any other roles within the Wealth Management space please contact Harry from Ensure Recruitment on
    0404 854 737 or email h.cooper@ensurerecruitment.com.au
    297448

Responsibilities:

  • Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face
  • Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
  • Supporting the function with administration including preparing for Annual Review meetings , meeting notes, monitoring follow ups in financial planning software and typing reports including statements of advice.
  • Checking and investment paperwork, carry out redemptions
  • Process regular withdrawals / term deposits on platforms
  • All areas of customer service, administration and implementation
  • First point of contact for all clients, adviser and third party queries
  • Assist adviser in preparation of statement of advice as well as preparing documents required for implementation
  • Maintain all client records in online and hard copy format
  • Maintain and Update CRM system
  • General office duties such as maintaining calender, appointments, attending to emails.


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Brisbane QLD, Australia