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CLIENT SERVICES MANAGER


CLIENT SERVICES MANAGER

  • Full Time or Part Time (School Hours) – YOU DECIDE!!
  • Competitive Salary on offer
  • Supportive Environment with Genuine Work Life Balance

About the Employer:
This innovative boutique Financial Advisory practice based in Perth, provides a range of wealth management and strategic advice solutions to successful families.  
  
About the Role:
You will be responsible for providing administrative support to the business and support client relationships. A strong level of customer service skills is essential along with previous experience in a similar role for at least 2+ years

Benefits:

  • Competitive Salary – Flexible Hours
  • Friendly and Supportive Working Environment
  • Long Term Career Opportunity

Duties:
Including but not limited to:

  • Manage Client Communications
  • Manage Marketing Campaigns
  • Implement Advice recommendations
  • Client Meet and Greet
  • Manage Offsite Staff
  • Answer phones and general email inbox management

  
Skills and Experience:
We would love to see applications from enthusiastic and professional individuals who:

  • Have at least 2+ years experience within a financial planning firm
  • Confident, engaging and warm personality – genuinely enjoys working with clients
  • Financial planning software experience (XPLAN)
  • Effective Time Management
  • Customer Service experience
  • High attention to detail with superb organisation skills
  • Excellent communication skills both written and verbal

  
If this position sounds like you then APPLY NOW do not miss out on this opportunity!!
  

Please forward Cover Letter and an up-to-date copy of your CV
NOTE: only candidates that meet our client’s selection criteria will be contacted.

  
JOB ID: JDCSM02

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