Client Services Manager Qld - Parramatta, Australia - Estelle Recruitment

Estelle Recruitment
Estelle Recruitment
Verified Company
Parramatta, Australia

1 week ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description
Driven and Results Focused Financial Planning Team
- $60k Base + Super + Monthly Comms

  • Location
  • Paramatta NSW or Gold Coast QLD


Our National client is a Property based Wealth building business that delivers a proven and unique offering that promotes structuring, growing, and protecting the long-term wealth of clients and their families.

They only select to work with like-minded and motivated clients seeking a comprehensive strategy, complimented with end-to-end support.


Due to internal growth they are currently recruiting for a driven and professional Client Services Manager in the early stages of their career and looking to grow and develop with a fantastic business.

They will service the National client base with the main focus being to complete high level client financial reviews either face to face, over the phone or via video conference meetings.


Key Responsibilities:

  • Analysis and assessment of client's entire financial situation
  • Indepth analysis and inquiry into any changes in circumstances that may impact the client's situation in the future
  • Liase with the appropriate department to provide further assistance if required
  • Assist clients to build a portfolio of property and become repeat investors

Essential Criteria:

  • Great customer services and communication ability
  • Genuine desire to engage with and help people
  • Able gather unrelated data and collate to provide a presentation that clients can understand
  • Skills to analyse a client's situation and provide solutions
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