Job Description

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Client Service Manager

Advertiser: Invest NationalMore jobs from this company

Job Information

Job Listing Date
20 Aug 2019
Melbourne, Bayside & South Eastern Suburbs
Work Type
Full Time
Banking & Financial Services, Account & Relationship Management

Invest National Financial Planning

If you're looking for the chance to be a part of something special, this is it! We are a vibrant team at a growing financial planning company that is looking for the right person to join us!

About the role

The Client Service Manager will manage clients in a pro-active and efficient manner in all aspects of service delivery.  This would include overseeing, investigating and resolving client operational issues, along with any ad hoc queries clients may have.

- Must be competent with computers

- 9:00am - 5:00pm

- On the road daily to see clients

This role plays a key part in our future growth and we seek to build long-term relationships with our clients. This role is ideally suited to someone who loves people and process.

The application form will include these questions:
  • How many years' experience do you have as a client services manager?
  • What's your expected annual base salary?
  • Do you have experience in a role which requires relationship management experience?
  • Do you have experience working towards targets and KPIs?
  • Do you have customer service experience?

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