Client Services Manager (Team Assistant)

All vacancies of AustraliaBanking & Financial ServicesClient Services Manager (Team Assistant)

Are you looking for a new role where you will be supported to learn and develop whilst you maintain a healthy balance outside of work?

Summary about this job

Client Services

Company: Perks

Location: Adelaide

Work type: Full Time

Salary: n\a

Phone: +61-8-5572-3183

Fax: +61-2-3116-8684

E-mail: n\a

Site:

Detail information about job Client Services Manager (Team Assistant). Terms and conditions vacancy

  • Work-life balance
  • Growing team
  • Great benefits

  • Work-life balance
  • Growing team
  • Great benefits

About the Role

Are you looking for a new role where you will be supported to learn and develop whilst you maintain a healthy balance outside of work?

We are looking for an exceptional team member to join us as a Client Services Manager for our Perks Wealth Management (Life Risk Protection) team.

Reporting to the Director, you will provide superior administration services to our high net worth clients including:

  • First point of contact for all client relationship communications
  • Implementation of personal insurance advice (application forms, paperwork)
  • Maintaining client review documents and schedule
  • Assisting in the collection of information for strategic advice
  • Updating and maintaining various spread sheets
  • Liaising with life insurance providers &/or fund managers on client related issues
  • Agendas, notes, minutes and action plans as required by the Director
  • Arrange invoices as required
  • Other general administrative responsibilities (e.g. binding and collating) as directed

Applicants should have the following experience/skills/knowledge:

  • Prior experience working in the wealth management / finance industry is highly desirable
  • Prior experience in a client focused role
  • Experience providing support to a team
  • Competently able to use all Microsoft Office Suite of products and proven ability in the use of databases
  • Excellent written and verbal communication skills

To be successful in this role you must have fantastic initiative, an enthusiastic and professional outlook and uncompromising commitment to the client.

In return for your contribution you will receive excellent lifestyle benefits, exposure to a wide variety of clients and ongoing personal and professional development.

About Perks

With over 35 years' experience Perks is a leading integrated business services firm. We are proudly South Australian owned and operated, with vibrant and growing teams in Adelaide, Darwin, Alice Springs, and Manilla collectively employing 170 team members.

Having been recognised as one of Australia's 'Diversified Firm of the Year', we assist our clients to achieve peak business performance with our specialised services including; accounting, audit, finance, insurance, business advisory and wealth management.

At Perks we pride ourselves on our high performance culture whilst maintaining good work-life balance.

With long-term career opportunities in mind, we recognise that our team members are key to our success, and strive to empower them to continuously improve and perform at their best.

If you'd like space to spread your wings, grow beyond where you ever imagined, and make a meaningful impact locally and across Australia, you'll feel right at home at Perks.

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