Client Services Manager $67-59K Complement your Personality?
CSM - Parental Respect. Complex SMSF & MDA. C-suite portfolio of HNW. Values base planning. Strong suburban brand. Close to home. More than implement.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/txt Jaicob 0400675739
Phone: +61-7-5166-7029
Fax: +61-2-1978-1401
E-mail: n\a
Site: n\a
Detail information about job Client Services Manager $67-59K Complement your Personality?. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
Take an opportunity to nurture and support clients:
- New 'state of the art' CRM system to make client management simple and straightforward
- Manageable portfolio that gives you the ability to hand hold the client's individual needs
- Quality over quantity - Understand the client and build a relationship
Further develop yourself within the Financial Services industry:
- Career pathways into separate specialised divisions - Financial Services, Accounting or Property
- Young vibrant environment with strong essence on culture
- Use your initiative and think outside the box and be rewarded with a progressive mindset
- Tailored 2 hours of mentoring per week to broaden comprehensive skillset (e.g SMSF & Risk Insurance)
Is this firm your next career move:
- 5 years in the industry
- ADFS Certified
- Previous work XPLAN, Salesforce
- Outsource paraplanning to alleviate back-end work
INTERESTED:
Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
NOT INTERESTED
I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.
- Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
- The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles
We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.
Jaicob Abbott-Atchison
Financial Services Specialist
(02) 9467 6767