Client Services Manager

•     Client Services Manager - 3 days per week

•      $75,000

•      Sydney CBD

Our client is a well established and respected firm with interstate offices, growing at a rapid rate.  This part time CSM role has been created due to growth.  As CSM, you will have responsibility for ensuring the client relationship is reinforced at every opportunity. Through a range of administration support activities, this role ensures the requirements of the client and advisers are met and the work carried out is of a high standard. To have the opportunity to join this social, collaborative and flexible work environment you will have experience in the following:
Key Duties:
  • Manage and make appointments for advisers
  • Follow up calls in order to gain access to relevant information
  • Preparation of paperwork for clients annual reviews and/or client meetings – word process SOA & reports, package up applications for investments and insurance, new client packs.
  • Client insurance – preparation of applications, lodgement of applications, follow up outstanding requirements with insurance provider, client, doctors and Life screen.
  • Provide a seamless transition of services to support the client relationship 
  • Enter/maintain client data in systems and platforms
  • Client Superannuation rollovers – preparation of forms, lodgement and follow up
  • PDS for all providers, standard forms and documentation
  • Maintain all filing for FS – filing of documents (electronic and paper) create new files, archive unwanted files etc
  • Assist wider support team as required

Specialist Skills and Qualifications
  • Previous experience in a similar role
  • Strong skills in Microsoft Office Suite and Outlook
  • Organisational Skills and Time management
  • Communication skills
  • Exceptional client service skills Interpersonal Skills, Attributes and Behaviours
  • Workflow management
  • Relationship management
  • Problem solving skills
  • Interpersonal and communication skills
  • Proactive
  • Professional conduct and ethics

This is a brilliant opportunity for someone looking to consolidate and grow their skills in a part time capacity with this well respected and successful Financial Services firm.  Apply now or call Monique Marten for more information on 0431 467 636