Further your client service career within financial planning/wealth management.
Attractive remuneration package
Highly regarded Country Firm with clients across Australia
The Opportunity: A fantastic opportunity has just become available for a Client Service Manager with a passion for Financial Planning to join this highly regarded company. Our client is a privately-owned small financial advisory firm providing excellent services to their clients nationally.
The Role: Your main responsibilities would be to build relationships by providing high-quality service to clients whilst supporting the two internal financial planners. This is a great role for someone who is focused and energetic and is wanting to learn a range of skills that will help them progress at a later stage. The role will provide you with direct exposure to the financial planning industry.
The Successful Candidate must have:
Preferably a minimum of 1-year experience in a financial planning office environment
An understanding of the financial planning processes and client life cycle
The ability to develop and maintain professional and personable client relationships
Exceptional written and verbal communication skills
A high level of accuracy and attention to detail
The ability to work well in a team structure and contribute positively
This is a not to be missed opportunity to join a reputable company which offers extensive training & support and genuine long-term career development opportunities.
16/11/2020$0Dubbo & Central NSW1 Banking & Financial Services
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