Client Service Manager - Interviewing now!
Cartwright Jones Pty Ltd
Posted 3 days ago
Our client is a growing national independent advice business based in Malvern. With offices in Melbourne, Sydney and Adelaide this business has gone from strength to strength with a reputation for ethical non aligned advice that helps clients achieve their goals.
The Role and Duties
Be first point of contact for all advice enquiries
Assist in the implementing strategies for clients
Prepare and process client account paperwork
Build relationships with with clients and provide exceptional service
Liaise closely with product providers
Prepare review packs
The Person
Have a minimum of 1-2 years experience working in advice practice
Experience using Xplan is highly desired
Strong attention to detail
Excellent team player and positive attitude
The Benefits
$80-85k + Super + Bonus
Work From home
Learning development opportunities
To apply for the role please press apply now or call James on 04•• ••• 861
About Cartwright Jones Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.