Client Relationship Manager
- Provide professional administrative support in managing client affairs.
- Process day-to-day administrative tasks and update client information into XPLAN.
- Assist the team with the implementation of advice.
The Company & Culture
Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across a broad range of financial services, lending, and insurance. It is a committed team environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.
The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into XPLAN (CRM)
- Hands-on role assisting the team with the implementation of advice
About You
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
- Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Must have experience with XPLAN
This could suit a career CRM/CSO or someone who is looking to progress to advice. The Senior Advisers in the business are open to mentoring quality candidates through their Professional Year.
Benefits
- Work within a large professional office space
- Education supported financially
- Work from home and in the office
- Strong salary package, up to $90,000 + Super, reviewed annually
- Career advancement is encouraged
- Strong broad-based benefits in place
What Next?
Please click on APPLY NOW . Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ben.mackenzie@profusiongroup.com
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Skills
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