Client Manager

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Work alongside the General Manager to develop the service delivery in this new trust management operation.

Summary about this job

Other

Company: Echelon Group Limited

Location: Canterbury

Work type: Full Time

Salary: n\a

Phone: +64-3-900-9207

Fax: +64-7-488-7430

E-mail: n\a

Site:

Detail information about job Client Manager. Terms and conditions vacancy

  • Newly created role in start-up operation
  • Lead the delivery of client services
  • Plenty of scope for development

Helio Trusts focus on the professional and effective management of trusts for a range of clients and are building their business through a strong customer service approach, which will see them well positioned to capitalise on future growth opportunities within the sector. For more information check out http://heliotrusts.co.nz/

 

The Client Manager’s role is a newly created position that will work closely with the General Manager in the on boarding of new clients and the delivery of regular reporting and associated advice provided to clients. In managing the service delivery to clients, this role will also liaise directly with a range of other legal, accounting and finance professionals, ensuring that the service offerings are part of an integrated approach to upholding the integrity of the Trust. Other aspects of the role will also involve contributing to the ongoing development of the cloud based information management systems and reporting formats.

 

In considering applications we are keen to talk to candidates with previous accounting, legal and/or trust management backgrounds who can offer a balance of technical skills along with proven experience in managing relationships and delivering customer services to a high level. Candidates could have technical backgrounds and/or qualifications in range of legal, accounting, finance and or other professional services areas, and will be seeking a challenging role in a dynamic customer focused organisation that still has future growth opportunities.  This will be a busy and varied role so strong organisational skills, with the ability to interact effectively with people at all levels and attain performance goals are all pre-requisites.  As indicated if you think you have a relevant background we are interested in having an initial discussion, so welcome your enquiries.

 

To make confidential enquiries please contact Patrick Methven on 03 335 3271 or 021 372 457 or email [email protected] .

Please apply online at www.echelongroup.co.nz

Echelon Group P O Box 29533 Christchurch.

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