Sunday, 6 March 2016

The HR Room,Client Service Manager Jobs in Australia

If you have a passion for financial planning and would like an opportunity to be exposed to the financial planning process, then this position could be for you.
Our client is currently seeking a motivated and multi-skilled Client Service Manager/Associate advisor. 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 suppo
rt in respect to the implementation and ongoing management of client financial solutions will be well received.  The boutique firm on the city fringes prides themselves on their honesty, integrity and having the ability and time to spend working closely with their clients and knowing their situation intimately
If successful once established within the client serviced role you will have the opportunity to build relationships with clients and take responsibility for the implementation of the advisors advice. This role offers a mix of client interaction, administrative duties, working with Client Service administrator and directly supporting the Principle advisor , the role's predominate duties are based in a Client Service Manager capacity.  The successful individual will spend 20 % of their time supporting the Principle financial planner during and post client appointments i.e. participate in 4 client appointments per week. This exciting opportunity could be ideal for an individual who has longer term aspirations of being an adviser. Having performed this role within the financial services industry before will allow you to hit the ground running. We are looking for a minimum of 2 years commitment within the position.
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 a client's expectations.

Key Responsibilities:
  • Client liaison – able to build relationships with clients and suppliers;
  • Post review administration;
  • 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 Opt In processes;
To be successful in this role, you will require:
  • 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.
  • 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 Sharaze Pentland at

You will be asked the following questions when you apply:
  • Are you eligible to work in Australia?
  • How many years experience do you have in a similar role?
  • What is your highest level of education?
  • What is your expected annual salary?

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