| Client Services/ Relationship Manager - Excellent Benefits |
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Canberra |
Excellent Salary and benefits
Strong Client base
Great company support
With the continued growth of the Financial Planning business, our client has an exciting opportunity for a Client Services Manager to join this established firm. Working within an experienced team, your ongoing development will be supported by a professional environment with personnel who have your professional development in mind.
The Role
The role would suit a dynamic individual, with a good record of Relationship management experience. The focus of the role will be working very closely with a regional Financial Planner to build very strong relationships to ensure that clients needs are met in a way that improves customer satisfaction which in turn contributes towards the goals of the company. This role will require extensive state based travel and some interstate travel.
Duties and Responsibilities
Maintaining and building client relationships through quality advice and regular contact
Providing ongoing service to clients
Training seminars so that clients receive maximum benefit from the range of products
Conduct regular meetings with clients to introduce new products and services
Contributing to continuous process improvement
Skills & Experience
RG 146 mandatory
Tertiary qualification - preferred
Superannuation and financial experience
Ability to build and maintain relationships
Excellent presentation skills
If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 02 8916 5544
For other opportunities in Financial Planning, Paraplanning, Vetting & Compliance please visit our website at www.qpl.com.au
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| Industry: Other |
Sector: Private |
| Profession: Banking & Finance |
Work Type: Full Time |
| Role: Financial Planning |
Reference Number: JX/19PGOR30938 |
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Nearest Transport: |
Contact Details:Christopher Gordon 02 8916 5500 |
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