Custom Service Manager - Financial Planning
National Presence - Client Service Manager - Financial Planning
Summary about this job
Financial Planning
Company: Challenge Consulting Sydney
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-6525-3848
Fax: +61-8-6128-7638
E-mail: n\a
Site: n\a
Detail information about job Custom Service Manager - Financial Planning. Terms and conditions vacancy
- Client Service Manager – Financial Planning
- 60K – 75K Plus Super
- Professional and Friendly environment
Our client is a leader in the Financial Planning, Advisory and Wealth Management space, helping people and business build a strong financial future
Some of their services offerings include Superannuation, Investment Strategies, Debt Management, Cashflow Management, Accounting Services, Leasing & Mortgage Services.
They are currently seeking to recruit a Client Service Manager to join their elite team.
Your responsibilities will include:
- Supporting the Financial Planner in the delivery of service to clients
- Efficiently manage the day to day tasks required the Advisor’s clients
- Building and maintaining client relationships
- Preparing appropriate paperwork & documentation required for client meetings
- Reviewing & assessing applications, lodgement, rollover & switch paperwork
- Maintaining the COIN database to achieve accurate reporting
- Handling of cheques, application forms & invoices are documented
The ideal person will be:
- Minimum of 2 years experience as a customer service manager or equivalent
- Knowledge of Financial Planning, Superannuation, Insurance Managed Funds & Shares
- WRAP/IDPS experience application and lodgement process
- Ideally a working knowledge of COIN
Please apply via SEEK. Should you need more information please contact Thiri Llwyn on 02 9221 2626