Client Service Manager Up to 110K Base + Super
- Lower North Shore Location
- Accounting / Advice Group
- Flexible Working Arrangments
The Company ...
summary
Client Service Manager Up to 110K Base + Super
Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in the CBD. This is an independent group that promotes career progression and has a good work lifestyle balance.
The Role
You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients and also be liaising with product providers (superannuation funds and investment platforms)
You will be liaising with advisors and doing research and data collection on clients current assets and insurance. You will also be helping with the implementation of SOA’s and lodging applications.
This is a fantastic role for someone that enjoys working in a nice office supporting advisors and meeting clients.
Your Experience
You will have worked with in either a paraplanner or client service role in the past
Financial Planning Education
Experience with X-Plan is advantageous
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Client Service Manager Up to 110K Base + Super
Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in the CBD. This is an independent group that promotes career progression and has a good work lifestyle balance.
The Role
You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients and also be liaising with product providers (superannuation funds and investment platforms)
You will be liaising with advisors and doing research and data collection on clients current assets and insurance. You will also be helping with the implementation of SOA’s and lodging applications.
This is a fantastic role for someone that enjoys working in a nice office supporting advisors and meeting clients.
Your Experience
You will have worked with in either a paraplanner or client service role in the past
Financial Planning Education
Experience with X-Plan is advantageous
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
See what comes ahead in the application process. Find out how we help you land that job.
Applying with us is easy. We will review your application and see if you are a good fit for the job and the company.
Our consultant will call you at a suitable time to discuss your application and further career aspirations.
If you’ve never worked with us before, we’ll need some basic additional pieces of information to confirm your eligibility for work.
Next, we just need to verify a few things - we’ll make the relevant compliance checks and keep you posted.
As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
Our expert team will either arrange an interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll suggest alternative options too.
We’ll ensure that you’re fully prepared ahead of your interview and know exactly what to expect - good luck!
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