Client Service Manager - Financial Planning - Western Suburbs - Permanent Position
Your new company
Are you a dynamic and client-focused professional looking to make a significant impact in the financial planning industry? Our client, a prestigious financial planning practice in Perth, is seeking a dedicated Client Service Manager to join their team. This role is pivotal in ensuring exceptional client experiences and supporting the practice's growth and success.
Your new role Client Relationship Management:
Build and maintain strong relationships with clients, ensuring their needs are met with the highest level of service. Administrative Support:
Oversee the preparation and processing of client documentation, ensuring accuracy and compliance with regulatory standards. Assisting with the preparation of SOAs and ROAs. Team Collaboration:
Work closely with financial advisors and other team members to deliver seamless client service. Problem-Solving:
Address client enquiries and resolve issues promptly and effectively. Process Improvement:
Identify opportunities to enhance service delivery and implement best practices. What you'll need to succeed Proven experience in a client service or administrative role within the financial services industry. Strong understanding of financial planning processes and regulatory requirements. Excellent communication and interpersonal skills. High attention to detail and strong organisational abilities. Proficiency in financial planning software and Microsoft Office Suite. What you'll get in return Professional Growth:
Opportunities for career development and advancement within a supportive environment. Collaborative Culture:
Work with a team of dedicated professionals who are passionate about delivering exceptional client service. Competitive Remuneration:
Attractive salary package and benefits. What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to or call us now.
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