Apply: Client Services Manager
Reference:
BH-12392
• Client Services Manager - 3 days per week
• $75,000
• Sydney CBD
Our client is a well established and respected firm with interstate offices, growing at a rapid rate. This part time CSM role has been created due to growth. As CSM, you will have responsibility for ensuring the client relationship is reinforced at every opportunity. Through a range of administration support activities, this role ensures the requirements of the client and advisers are met and the work carried out is of a high standard. To have the opportunity to join this social, collaborative and flexible work environment you will have experience in the following:
Key Duties:
Manage and make appointments for advisers
Follow up calls in order to gain access to relevant information
Preparation of paperwork for clients annual reviews and/or client meetings – word process SOA & reports, package up applications for investments and insurance, new client packs.
Client insurance – preparation of applications, lodgement of applications, follow up outstanding requirements with insurance provider, client, doctors and Life screen.
Provide a seamless transition of services to support the client relationship
Enter/maintain client data in systems and platforms
Client Superannuation rollovers – preparation of forms, lodgement and follow up
PDS for all providers, standard forms and documentation
Maintain all filing for FS – filing of documents (electronic and paper) create new files, archive unwanted files etc
Assist wider support team as required
Specialist Skills and Qualifications
Previous experience in a similar role
Strong skills in Microsoft Office Suite and Outlook
Organisational Skills and Time management
Communication skills
Exceptional client service skills Interpersonal Skills, Attributes and Behaviours
Workflow management
Relationship management
Problem solving skills
Interpersonal and communication skills
Proactive
Professional conduct and ethics
This is a brilliant opportunity for someone looking to consolidate and grow their skills in a part time capacity with this well respected and successful Financial Services firm. Apply now or call Monique Marten for more information on 0431 467 636
Company Background:
<p>At FutureYou we are powered by our purpose – the power to connect without limitation. We genuinely believe that by connecting great people across the market we are improving the talent position in Australia.</p> <p>Through customer insight, we identified a gap in the Australian executive market between the global multinationals and local boutiques where the lack of human interaction and service offering had widened to a point where neither offered a holistic end-to-end talent solution. This insight paved the way for building a new breed of human capital offering; a ‘super boutique’ that redefines the talent management industry through Specialist Recruitment, Executive Search and Talent Advisory.</p>
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