Client Services Manager

Hames Sharley; Wembley; On-site; GBP 30,000 - GBP 45,000; Full time

Job summary

A financial services company in Wembley is looking for a Client Service Manager to manage client services effectively. The ideal candidate will have at least two years of relevant experience, demonstrate a positive attitude, and be proficient in Microsoft Office 365 tools. Responsibilities include client communication, managing applications, and office administration. A competitive salary, bonus, and generous leave are offered.

Benefits

Competitive salary

Bonus

5 weeks annual leave

Free on-site parking

Ongoing support

Qualifications

• Minimum of 2 years in a similar role.
• Highly competent with Office 365, including MS Word, MS Excel, MS Outlook.

Responsibilities

• Responsible for a small number of clients, answering questions on the phone or email.
• Preparing and lodging application forms with various product providers.
• Handling general office administration tasks.

Skills

Positive friendly attitude

Detail-oriented

Self-motivated

Competent with Office 365

Experience with Xplan

Job description

Coastline Private Wealth is looking for an experienced Client Service Manager. We have been providing quality advice for over a decade and know that finding the right person, with the right attitude is critical for continuing to provide great outcomes for our clients. If you are that person we would love to hear from you.

We understand how important it is for you to find the right career – one that is challenging and diverse and within a supportive team culture.

Mandatory Requirements:

• Minimum of 2years in a similar role.
• Competitive salary + additional bonus + 12% super
• 5 weeks annual leave
• Free on-site parking
• Ongoing support provided.

Ideal Candidate:

Positive friendly attitude: You must haveenthusiasm and a willingness to learn.

You take pride in your work: you have an eye for detail and focus on quality, you value getting things completed right the first time. You hate being late, you keep things on track and to a deadline.

Self-motivated: you take the initiative and able to problem solve. You can multi task and prioritise your work.

Technology is your friend: You are highly competent at Office 365 – including MS Word, MS Excel, MS Outlook. Ideally have used Xplan.

Key aspects of the role:

Client Services – responsible for a a small number of clients, answering questions on thephone or email, scheduling appointments and greeting clients in a friendly and professional manner.

Implementation -preparing and lodging application forms with various product providers. Ensuring changes are implemented accurately and in a timely fashion is critical to the delivering advice and positive outcomes for clients. .

Office Administration - general scanning, binding and photocopying where required.

CRM Management – adding / updating client information, follow and update workflow tasks in our client management system (Xplan) and Dropbox.

You should take comfort with the knowledge that the Directors of the business will not ask you to do something they wouldn’t do themselves.

Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

• Which of the following Microsoft Office products are you experienced with?
• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have as a client services manager?
• How many years' experience do you have in the financial services industry?

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What can I earn as a Client Services Manager