Are you a Client Service Manager superstar looking for a new challenge?

We are searching for a Client Service Manager extraordinaire to add to our close-knit, supportive and driven team.

Reporting directly to the Practice Manager, you will be part of a team supporting 4 financial advisers.

About Us

Advice HQ has a team of experienced financial advisors who are dedicated to guiding our clients through every step of their financial journey. With decades of expertise in investment strategies, retirement planning, superannuation advice, wealth creation, and mortgage solutions, we offer personalised financial services that help our clients achieve their goals.

About the Role

We are looking for a diligent and experienced Client Service Manager to join our team. You will be part of a team supporting 4 advisers ensuring a varied and busy role with no two days the same. This role will be fulltime, based out of our stunning Robina office, minutes from Robina Town Centre.

Key Responsibilities

• Liaising with clients via phone, email or in person.
• Communicating with product providers and insurers.
• Preparing reports, statements and correspondence for client meetings.
• Lodgement, implementation and follow up of paperwork.
• General administrative tasks.
• Maintaining internal and provider databases with up to date client information.
• Working closely with the Practice Manager and advisers to follow workflow systems and processes.
• Ensuring all compliance requirements are met and followed closely.

Our Perfect Candidate

We are seeking someone who has:

• At least 2 years experience in a similar role, within the financial services industry.
• The ability to work autonomously and collaboratively.
• Excellent time management and multi-tasking skills.
• The capacity to thrive in a fast-paced environment.
• High attention to detail and the drive for perfection.
• Clear communication and confidence.
• Friendly and approachable.
• Experience with Xplan would be advantageous but not mandatory.

If this sounds like you, we invite you to apply for this role by submitting your resume and a short covering letter outlining your relevant experience and why you think you would be a good fit.

No recruitment agencies please.