Nestworth is expanding, and we're excited to welcome passionate, customer-focused Client Service Managers/Associates to our Brisbane Advice team. You'll work closely with our experienced Financial Advisers in a collaborative, supportive environment that values growth and innovation.
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In this role, you'll be at the heart of our client relationships - delivering exceptional service, supporting our Advisers, and contributing to the growth of our business. You'll thrive if you bring robust communication skills, a keen eye for detail, and a proactive mindset in a fast-paced, agile setting.
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Skills:
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Extensive knowledge and experience in financial planning.
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Ability to build and maintain client relationships.
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Problem-solving skills.
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Team player with the ability to work independently.
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The ability to conduct workflow and manage team priorities.
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Responsibilities:
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Working closely with the Financial Adviser and their Advice pods on all facets of financial planning on both recent business and ongoing service.
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Accountability for overseeing the production of compliant financial advice and strategy presentationsto clients in a timely, efficient manner.
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Manage workflow of your offshore paraplanners and admin support team ensuring client service standards are consistently met.
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Manage client relationships and serve as the main point of contact for all client inquiries and requests.
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Ensure high levels of customer satisfaction through timely resolution of issues and proactive communication with clients.
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Qualifications:
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Degree or higher in Financial Planning or similar (or equivalent work experience).
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