Client Services Manager

Summary about this job

Detail information about job Client Services Manager. Terms and conditions vacancy

• Integral team position. Autonomous role, highly regarded by fellow team members
• Award winning team that back each other and celebrate achievements
• Modern offices in city based location close to transport

About the role

This role is integral in supporting the advisory team to achieve the objectives of the client and the business. You will be responsible for ensuring professional and timely implementation of services and recommendations to our clients, including:

• Working with the advisors and paraplanners to implement comprehensive advice; 
• Completing all required documentation to implement the client's recommended strategies;
• Assisting with completing and lodging insurance applications;
• Establishing self managed super funds and investment trusts, including liaising with service providers;
• Leading Implementation Meetings with clients;
• Facilitating rollovers of superannuation benefits;
• Establishing bank accounts and stock broking accounts for different entities including individuals, companies, trusts and SMSFs with both corporate or individual trustees;
• Completing and lodging Standard Transfer Forms for both shares and managed funds for different legal entities.  Completing managed fund applications and AML Identification requirements is essential;
• Completing recommended share trades and reporting/tracking outstanding trades; advising clients of all transactions as per time frames;
• Managing term deposit maturities;
• Monitoring and actioning group inboxes;
• Regularly tracking, managing and reporting on the status of implementation for your clients; and
• Providing ongoing support to clients and the team.

What you need to succeed in this role:

• A minimum of 2 years experience in a similar role preferably in a boutique firm;
• Ability to understand different legal structures and trust deeds is essential;
• Experience in working with directly held investment portfolios, such as shares and self-managed super funds;
• Superior organisational skills;
• High attention to detail;
• High level of computer literacy;
• The ability to provide the highest level of client care is essential in this position, including knowing the appropriate time to contact clients and taking the initiative to go above and beyond to ensure they are receiving outstanding service;
• You will be relied upon to deliver in a timely manner to impress our clients and uphold our high client service standard; and
• As this is a very busy role, the ability to manage your own workload and be accountable to the advisors and clients is paramount.

About the Benefits

Due to constant growth, we are interested in talking to you if you share our passion for client satisfaction and have ambitions to work in a firm that is truly client centric.

In return for your hard work you will enjoy working alongside the best in the industry. Each of our team members are highly qualified and experienced.  A happy and positive team culture is very important to us, and you will contribute to that on a daily basis.  We have regular team social functions and we enjoy celebrating our achievements as a team.  We are also based in professional modern offices in a handy city location close to public transport.

Initial remuneration package will be commensurate with experience and will be reviewed based on performance.

You can find more about our business, careers, testimonials, media and awards at http://www.aspireretire.com.au 

If this sounds like you, we can't wait to meet you!

If you wish to be successful in your application, please complete the following survey (copy and paste this link into your browser): https://www.surveymonkey.com/r/FDVS3ZN

Only applicants who have completed this survey will be reviewed for the position.

Please also send in your resume today by clicking on Apply Now. In your cover letter, please state why you are the person for this role and clearly outline your relevant experience and qualifications.