Hays
Client Service Manager
Perth Area, Australia, AU - Financial Services
- Part Time Opportunity
- Reputable Boutique Practice - HNW Clients
- Great Team Environment
This highly regarded boutique wealth management firm enjoys a referral based network through their sister company along with having a strong community presence are currently seeking an experienced Part time Client Service Officer.
Working within a small team environment in a beautiful western suburbs office, you will be part of highly experienced team that enjoy a collaborative team culture. This opportunity will see you provide superior customer service, update and maintain client records, liaise with product providers and fund managers, ensure all compliance obligations are met as well as supporting financial adviser with client reviews and SOA's.
This exciting opportunity would suit someone that has a genuine passion for customer service and offering the best solution possible to meet your clients' needs. You will need to have an interest in the Perth community, self development and proven track record in client services along with RG146.
To apply for this role, please follow the Seek prompts or alternatively contact Louisa Kirkpatrick on (08) 9324 2353
AUD50000.00 - AUD60000.00 per annum
Posted May 01, 2015 at 08:35AM from LinkedIn http://ift.tt/1PcsUnj
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