client service manager in Southern Suburbs Brisbane

Southern Suburbs Brisbane, Queensland
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job description

Randstad are seeking an experienced, highly driven and enthusiastic Client Service Manager to support our client, a full-service accounting, financial planning and insurance organisation.

About the role

Supporting and assisting the Accountants, Financial Planners and wider office, you will be required to:

  • Act as the first point of contact for clients seeking financial advice, both new and existing
  • Engage with client's fact finds
  • Assist the accountants, financial planners, mortgage brokers with new business
  • Action client administration requests quickly and efficiently and follow up on missing documentation
  • Ensure all data is recorded accurately in all business systems
  • Liaising with new and existing client enquiries by phone, face to face and written correspondence

The successful applicant will possess:

  • Previous experience in a Client Service Manager/Client facing role within Financial Services
  • Knowledge in accounting, financial planning, insurance and superannuation
  • RG146 completed (or in progress) is desirable
  • Strong sales and customer service skills
  • High attention to details, strong organisational and time management skills
  • Excellent written and verbal communication skills
  • Be able to work autonomously with minimal supervision
  • Willingness to assist and support internal and external stakeholders

We encourage you to apply if you have the relevant experience above. An enthusiastic attitude, experience, strong communication and sales skills and a passion for customer service are essential.

Apply now to be considered for fantastic opportunity or for a confidential discussion please phone Rachael De Vault on 32433903. Please note: Only successful candidates will be contacted.

apply now