Exciting Opportunity for Client Service Managers in Hobart, Tasmania!
Are you ready to take your career to the next level? Join our dynamic Financial Advisory team in Hobart and make a significant impact on client service delivery and relationship management. This role is pivotal in ensuring exceptional client service and maintaining strong client relationships.
Why This Role is Perfect for You:
1. Collaborative Environment: Work closely with our experienced Financial Advisory team in Hobart, forming part of a supportive and collaborative wider team based in Launceston, Devonport, and Adelaide.
2. Client-Centric Focus: Act as the primary point of contact for high-net-worth clients, addressing their enquiries promptly and professionally.
The following attributes are key to the role:
1. Ability to prioritise workflow
2. A willingness to learn and the ability to thrive in a busy, yet rewarding environment
3. Ability to work one-on-one with a financial adviser, including appointment preparation and diary management
4. XPLAN experience
5. Attention to detail is a must!
Required:
1. Strong understanding of financial products, investment strategies, and industry regulations.
2. A willingness to learn and work collaboratively with the wider team.
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