AI Job Summary

- Develop and maintain client relationships to understand financial needs and objectives.

- Conduct regular client follow-ups to ensure satisfaction and address concerns.

- Proficient in Microsoft Office Suite and financial software.

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Role Type

On-site • Permanent • Full-time • Entry Level

Pay Rate

$66,000 AUD – $78,000 AUD (Annum)

Description

Summary:

As a Relationship Manager in the Financial Services sector, you will play a crucial role in fostering and maintaining strong client relationships. Based in Unley, South Australia, this permanent, full-time position is ideal for entry-level candidates eager to develop their careers in finance. You will be instrumental in understanding client needs, providing tailored solutions, and ensuring a high level of customer satisfaction, thereby contributing to the overall success of the organisation.

Responsibilities:

- Develop and maintain strong relationships with clients to understand their financial needs and objectives.

- Provide tailored financial solutions and advice to clients based on their individual circumstances.





- Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.

- Collaborate with internal teams to deliver exceptional service and support to clients.

- Assist in the preparation of financial reports and presentations for clients.

- Stay updated on industry trends and regulatory changes to provide informed advice.

- Participate in networking events and community outreach to promote the organisation’s services.

Qualifications:

- Bachelor’s degree in Finance, Business, or a related field is preferred.

- Previous experience in customer service or sales is advantageous but not essential.

- Solid communication and interpersonal skills to build rapport with clients.

- Ability to analyse financial information and provide sound advice.

- Proficient in Microsoft Office Suite and financial software.

- A proactive approach to problem-solving and client management.

- Willingness to learn and adapt in a fast-paced environment.

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