Client Service Manager - Financial Planning and Insurance IQ Capital Group is a well-established, reputable and client-focused financial services company specialising in Financial Planning, Accounting & Tax, Finance & Loan Structuring and Asset acquisition, delivering finance, financial planning, taxation and investment solutions to reduce debt and increase personal wealth.
A leader in the industry, we have an outstanding opportunity for a Client Service Officer to manage the firm's client base and provide administrative and implementation support to our Advisers.
Key responsibilities Manage the implementation of all client files for all superannuation, investment and insurance applications across a variety of platforms. Submission of client's documents and applications as required including investment transactions, changes to client's accounts or policies. Work with the financial planning team on superannuation and insurance strategies. Liaise with auditors regarding technical and compliance matters. Actively contribute to our team to foster continual improvement, efficiencies and growth. About You What you need to succeed in this role:
A passion for superannuation and insurance and adding value to our client's situation. A positive attitude and a great willingness to learn. Be a team player with the ability to work autonomously. Driven to see the success of the division and the company. Excellent technical knowledge and skills. Ability to work methodically with high attention to detail. Does this sound like the role for you? Send us your CV highlighting your relevant skills and experience for this role. Provide a cover letter that tells us why you are right for the role and share some information about yourself that you feel we should know.
Please note only short-listed candidates will be contacted.
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