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Menai

    Client Service Manager Up to 90K Base + Super - Menai, Australia - Randstad Australia

    Randstad Australia
    Randstad Australia Menai, Australia

    4 days ago

    Randstad Australia background
    Full time
    Description

    Client Service Manager Up to 90K Base + Super

  • Menai Based
  • Accounting / Advice Group
  • In office presence required The Company 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. skills Client service manager, administration
    qualifications
  • RG -146
    education Associate Degree/Diploma
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