Our client, a well established and growing wealth advisory firm located in the heart of Ipswich, is seeking a detail oriented and client focused Client Services Manager to join their exceptional team. This is an excellent opportunity to play a vital role in supporting clients' financial journeys while working in a skilled firm renowned for its outstanding culture and down to earth approach.
About the Business
This firm has built a strong reputation for providing comprehensive and holistic financial advice to their loyal and expanding client base. They pride themselves on fostering long term relationships and delivering tailored solutions to meet their clients' unique needs. If you are looking for an environment where you can be yourself, be appreciated for your contribution and somewhere you can thrive in a supportive setting, you have found your new home.
There are lots of firms hiring, but ones like this don't come around very often.
About the Role
Some of your responsibilities include:
- Be the friendly face and voice clients know and trust – handling their calls, emails and queries with professionalism and care
- Work behind the scenes to get things done – coordinating with fund managers, product providers and ensuring implementation runs smoothly
- Maintain accurate client records and investment data in Xplan
- Coordinate client meetings and manage diaries to keep everything running like clockwork
- Prepare applications and liaise with product providers and fund managers
- Support advisers
- Be part of delivering an outstanding client experience from start to finish
About You To be considered for this role you MUST HAVE:
- Previous experience in a financial planning practice
- Proficient in XPLAN
- Outstanding communication abilities both written and verbal with meticulous attention to detail
- Excellent organisational skills with the ability to juggle multiple priorities and deadlines effectively
- Someone who loves working as part of a team and has natural people skills
- Passionate about delivering exceptional service and nurturing client relationships
- Advanced Microsoft Office capabilities
What's on Offer
- Opportunity to work with a team of great people who genuinely get along, know how to laugh and work well together
- Competitive remuneration package commensurate with experience
- Opportunity to work with a highly motivated, passionate and down to earth
- Supportive management
- Small team environment where your contribution really matters
How to Apply If you're ready to take the next step in your career and join a supportive team focused on client excellence, we'd love to hear from you. 'Apply Now' with a covering letter and your CV or contact Lisa on [0410 10 43 43](tel:0410 10 43 43) for a confidential discussion.