Client Service Manager | Financial Services | Brisbane CBDThere are three reasons why people enjoy working at Prosperity: Our people, our clients and our innovative culture.
We call this our Prosperity DNA.At Prosperity, we believe our people are our greatest asset.As an award-winning professional services firm and GreatPlace to Work certified employer, we are committed to creating an exceptionalemployee experience where our people feel valued, supported and empowered togrow their careers.
Our culture is built on trust, respect and innovation, andwe're proud to provide meaningful career opportunities in an environment wherepeople genuinely enjoy coming to work.We're looking for a Client Service Manager to join our FinancialServices team in Brisbane.This is an exciting opportunity for an organised andclient-focused professional who enjoys variety, building relationships andbeing an integral part of a high-performing team.When you join Prosperity, you're joining a firm that iscommitted to your professional growth and wellbeing.Employee Advantages & ExperienceGreatPlace to Work Certified employerCompetitivesalary and employee benefitsEmployeeAssistance Program (EAP)ModernCBD office environmentTeamevents,



social activities and community engagement opportunitiesSupportiveleaders who genuinely invest in your successAcollaborative and inclusive workplace culture where your contribution isrecognised and valuedAbout the RoleWe're looking for an experienced Client Services Manager whotakes pride in delivering exceptional support to clients and advisers.Key ResponsibilitiesPreparedocumentation for client meetings and manage post-meeting follow-upManageclient communications, scheduling, and general service coordinationBuildstrong, ongoing relationships with both clients and internal advisersMaintainingclient database to ensure the information is accurate and completeManageclients queries as they ariseRequesting,collating, and reviewing information from existing and new clientsDevelopingand maintaining any internal process documents and worksheets tostreamline business processes and to improve client managementGeneraladministration to support team membersAbout YouYou are highly organized, detail-oriented and passionateabout delivering exceptional client service.Ideally, you'll bring:2 - 4 years of experience infinancial planning in a similar or related support roleStrong communication skills –written and verbalKnowledge of adviceimplementation and compliance processesSound understanding of adviceimplementation and processesExceptional organisationalskills and a high level of attention to detailExcellent verbal and writtencommunication skillsExcellent interpersonal skillsand can operate well within a teamDiscover a Career with ProsperityIf you're passionate about delivering exceptional clientservice and building strong client relationships, this role offers theopportunity to work with experienced professionals and grow your career in asupportive and collaborative environment.
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📌 Client Service Manager | Financial Services | Brisbane Cbd (Sydney)
🏢 Prosperity Advisers
📍 Sydney