Client Service Manager

Summary about this job

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

• Southport Location
• Role Created Through Growth
• Specialist Financial Advice Firm

The Business

Our Client is a well-respected financial planning firm located in Southport on the Gold Coast, specialising in superannuation and retirement planning, wealth accumulation, & SMSF. They have a strong emphasis on customer service and commitment, integrity, and education and primarily work with the medium to high net worth clients
 
The role is centred around providing high-quality service to clients and professional support to advisers covering all tasks relating to the ongoing relationship with their client base.


The Culture

Working within a dynamic and professional office environment your success is acknowledged and rewarded. This is a supportive environment that encourages teamwork & respect for each other.


About You

You have a proven track record in client support within the financial planning industry today and you are passionate about delivering outstanding results. You are proactive & use your initiative to create successful client outcomes. You also understand how your role contributes to the growth of our client, assisting in their reputation as an organisation of choice.  

  
You will be working as part of a professionally qualified and highly experienced team within a supportive culture and will need to possess the following:

• Driven & motivated to succeed
• Excellent communication and interpersonal skills
• Experience in a similar role
• Experience with Financial Planning Software

What Next?

You can apply for this role online or, if you prefer to discuss this role in confidence, please contact Ben MacKenzie on 0400302396.

Who is Zanetti Recruitment and Consulting (ZRC)?
A Recruitment and Consulting firm exclusively specialising in services nationally to the Financial Services Industry, a market we are deeply passionate about, have an intimate knowledge of, and over 30 years' experience in. We're a dedicated & knowledgeable resource to represent you.

Our promise to you: We respect your privacy and do not represent you to a prospective employer without your permission. We are 100% committed to achieving the right outcomes for you and clients (we have built our business on it).