We are currently recruiting for a really progressive financial services firm based locally in the central Gold Coast area. Due to expansion of the financial planning team, they are now seeking Senior Client Service Manager to join the Gold Coast team in a full time role. This newly created role will allow you to take ownership of the role and develop strategies ensuring that client service is always exceptional, and projects are delivered on target.This role requires a person who can take initiative, make decisions, and show confidence and leadership in all aspects of their work. Working in a fast-paced environment, you will adapt to ensure the needs of the client are being met at all times.What’s on offer:Excellent remuneration package with bonus structureA wide range of staff benefits including a wellbeing program and social clubOptions for flexible workingA career path in a strong and established organisationYour responsibilities will include:Managing project engagements, client engagements and ensuring deadlines are metMaintenance of an accurate client data baseDelivery of timely, warm, courteous, and accurate service to clientsAccurate and timely implementation of approved strategiesContribution to on-going excellence, profitability, and growth of the businessContribution to the effective, harmonious, and innovative conduct of the businessDemonstrate strong planning and organisation skills for self and othersBe a pivotal support to the existing advisers and support team to deliver superior outcomesDeliver professional reporting with the use of excel and presentation materialModel a strong team-based culture that will lift the bar amongst peersWhat we are looking for in a candidate:Client facing customer service experience – financial services industry preferredAn understanding of paraplanning and core strategiesRG 146 Compliant and Financial Planning qualifications are highly desiredProficiency in the use of Xplan CRMSound understanding of reviewing and interpreting individual and entity tax returnsStrong interpersonal and communication skillsExcellent problem-solving ability and attention to detailIntermediate to advance Microsoft Office skills including Excel, Word and PowerPoint 80000 AUD Australia - QLD Gold Coast Varsity Lakes 4227
Job Opportunity | Senior Client Services Manager | New Point Recruitment

Senior Client Services Manager

We are currently recruiting for a really progressive financial services firm based locally in the central Gold Coast area. Due to expansion of the financial planning team, they are now seeking Senior Client Service Manager to join the Gold Coast team in a full time role. This newly created role will allow you to take ownership of the role and develop strategies ensuring that client service is always exceptional, and projects are delivered on target.

This role requires a person who can take initiative, make decisions, and show confidence and leadership in all aspects of their work. Working in a fast-paced environment, you will adapt to ensure the needs of the client are being met at all times.

What’s on offer:

  • Excellent remuneration package with bonus structure
  • A wide range of staff benefits including a wellbeing program and social club
  • Options for flexible working
  • A career path in a strong and established organisation

Your responsibilities will include:

  • Managing project engagements, client engagements and ensuring deadlines are met
  • Maintenance of an accurate client data base
  • Delivery of timely, warm, courteous, and accurate service to clients
  • Accurate and timely implementation of approved strategies
  • Contribution to on-going excellence, profitability, and growth of the business
  • Contribution to the effective, harmonious, and innovative conduct of the business
  • Demonstrate strong planning and organisation skills for self and others
  • Be a pivotal support to the existing advisers and support team to deliver superior outcomes
  • Deliver professional reporting with the use of excel and presentation material
  • Model a strong team-based culture that will lift the bar amongst peers

What we are looking for in a candidate:

  • Client facing customer service experience – financial services industry preferred
  • An understanding of paraplanning and core strategies
  • RG 146 Compliant and Financial Planning qualifications are highly desired
  • Proficiency in the use of Xplan CRM
  • Sound understanding of reviewing and interpreting individual and entity tax returns
  • Strong interpersonal and communication skills
  • Excellent problem-solving ability and attention to detail
  • Intermediate to advance Microsoft Office skills including Excel, Word and PowerPoint