Client Services Manager

Job title: Client Services Manager

Company: Randstad


Job description: About the companyBrava Financial Services was established in 2006 to provide their clients with a clear financial roadmap for their lives through close & personalised service. Located on Greenhill Rd, their ability to provide a holistic service to their clients for more than 18 years has enabled them to prosper through all of the changes that have occurred in recent years. We are now looking for a client services professional to join the team and be a part of their growing business.Client Services ManagerAbout the roleJoining a small, friendly team, your primary objective is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred.Skills and experienceIf you have acquired relevant skills through any of the following businesses then you should consider applying for the role:

• Financial planning
• Wealth Management
• Accounting (integrated) advisory firms
• SMSF firms

To be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific experience will be highly regarded.CultureBrava Financial understand the need to make both their staff and their clients feel valued. To this end, they adopt a flexible approach to the support of their team to ensure that a good work life balance is achieved. Additional paid leave (5 weeks) and regular satisfaction surveys are evidence of their commitment.BenefitsA negotiable salary (range indicated adjacent to the advert), 5 weeks annual leave and superannuation are on offer for the successful candidateHow to applyClick the ‘apply for this job’ button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. All inquires via Randstad. Thank you.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.SkillsClient Services, Financial Planning, Wealth Management, Xplan, SOA, ROA, Retirment planning, superannuation, investments,EducationSecondary School/High School

Expected salary:

Location: Adelaide, SA

Job date: Fri, 10 Jan 2025 23:16:31 GMT

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