Client Relationship Manager

Job No: RS38213
Location: Deakin

  • EARN $55,000 - $70,000 pa + Super | Based on Experience 

  • Join a Dynamic & Growing Financial Services Business

  • Convenient Deakin Location | Close to Public Transport & Parking



About The Company 



Our client is a leading private client financial planning practice based in Deakin. They are an exciting, dynamic and growing company and focus on providing high-level strategic and product advice to a limited number of loyal clients on a fee basis. Their main focus is to deliver outstanding advice solutions and maintain the high levels of service they have achieved over the years. 

About The Opportunity

They are looking for a Client Relationship Manager to join their company in Deakin, ACT.

In this role, some of your responsibilities will include:

  • Manage the diary of the senior financial advisor to ensure work is completed as required 
  • Complete internal processes when clients sign up or renew on a service package
  • Manage client information in CRM software
  • Prepare and process product application forms for clients
  • Book appointments for clients 

About You 

The successful candidate will have:

  • 2+ years experience in a similar client service or executive assistant role
  • Previous financial planning and XPLAN experience (desirable)
  • Excellent written and verbal communication skills
  • A professional phone manner 
  • A high level of organisation and strong attention to detail

What's in it for You?

  • Work in a Supportive & Friendly Team Environment 
  • Dynamic & Varied Role | Ongoing Training & Development
  • Flexible Hours & Income Protection Available 
  • Join an Established & Growing Financial Services Business 
  • Convenient Location | Close to Public Transport & Parking 
  • Immediate Start Available for the Right Candidate 

Apply today and don't miss out starting this exciting opportunity as soon as possible!

 

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