Client Service Manager - Sydney, Australia - Godfrey Group

Godfrey Group
Godfrey Group
Verified Company
Sydney, Australia

1 week ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description

BANKING & FINANCE

CLIENT SERVICES

SYDNEY

PERMANENT / FULL TIME

8/4/2024

  • Located in the heart of Lane Cove | Close to the Canopy
  • Flexibility available | Family orientated & inclusive environment
  • Off-Street Parking | Down to earth culture | Boutique

The Business
Join this established Advisory & Accounting business, as they see continued growth this year and into 2024. Providing a holistic scope of advice to HNW clients they are now looking for an experienced Client Service Manager to support the 2 Senior Advisers


The business is:

  • Centrally based in Lane Cove
  • Team of 12 people accountants and advisers
  • Lovely, professional and relaxed culture
  • Full scope of advice provided busy and challenging work

The Opportunity


As the Client Service Manager, you will be responsible for providing excellent client service and support to clients, ensuring their needs are met and exceeded.

You will be a crucial member of the practice, working closely with 2 financial planners and a dedicated team of administrators to ensure a smooth and efficient service.

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The Role

  • Provide seamless support to the advisers and manage the implementation of the advice
  • Act as the first point of contact for all portfolio management and implementation queries
  • Work closely with inhouse paraplanning and outsourced admin support
  • Maintain Xplan and MYOB AE databases and transaction records. Ensure all online systems and resources are operational, maintained and current
  • Provide exceptional implementation support to all clients
  • Have experience in client service context within a financial planning firm
  • A strong understanding of the implementation process
  • A natural ability to engage with people directly, particularly busy professionals.
  • Thrive on being busy and proactive
  • Strong computer skills (MS Word, Outlook, Excel and Xplan and MYOB AE)
  • Welldeveloped relationshipbuilding skills
  • High attention to detail with superb organisation skills
  • Excellent communication skills both written and verbal
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