Client Services Manager

Location: Melbourne CBD, Victoria
Job Type: Permanent
Reference: JO-1802-154787_1519346459
Salary: please call Kate 03 9098 7426

The role:

Join this financial advisory firm in Melbourne CBD and enjoy working amongst driven professionals that pride themselves on exceptional financial advice and service to their clients. Play an integral part of process management and client liaison. If you are passionate about giving a high level of support and outcome driven, this is a great opportunity to join this committed team.


Execute product research

Work closely with Parraplanning

Data entry

Client file management

Provide strategic advice and support to financial advisers

Attend client appointments

Case follow up

Ensure compliance of internal procedures

General administrative duties

Obtain pre-underwriting assessments

About you:

Completing, or already have completed, a Diploma in Financial Planning

Strong group and retail life insurance background

Exposure to Netweatlth platform

Familiarity with Gmail, Google drives, Midwinter AdviceOS and IRESS Risk Researcher are preferred

Solid Word and Excel capability

Attention to detail

Excellent verbal and written communication

Ability to multi task and work autonomously

If you would like to know more please don't hesitate to call Kate for a confidential discussion. 03 9098 7426.

To apply please click on the appropriate link on this page, alternatively for more information or a confidential conversation please contact Kate Keltie on 03 9098 7426