Client Services Manager

A well-established Financial Company are seeking an experienced Client Service Manager to join them.

Your new company
This organisation assist clients to implement a proven investment strategy. They ensure their dedicated team are valued and supported every day, and ensure high levels of client satisfactions.

Your new role
Reporting to the Client Services Team Manager, you will be joining a team in their lovely office on the fringe of the CBD. You will be responsible for maintaining excellent customer service standards to ensure high customer satisfaction. Effectively managing large amounts of incoming calls and emails from customers and liaising with fund managers, accountant and third parties. Opening bank, investments, stockbroking accounts, Organising advisor appointments, accurately lodging client document forms.

What you'll need to succeed
To be considered for the role, we are looking for a bubbly, enthusiastic customer service specialist with:
  • Experience in a CSM role.
  • Strong understanding of industry culture.
  • Experience with XPLAN preferred
  • Proven administration experience in the financial services industry
  • Excellent knowledge of the Microsoft Office suite
  • Ability to work in a fast-paced environment managing multiple priorities
  • Attention to detail and the ability to work accurately under pressure
  • Excellent communication and interpersonal skills
  • Always demonstrate initiative and self-motivation
  • A proactive and analytical approach to problem solving
  • Demonstrate commitment to quality and teamwork
  • Ability to work unsupervised

What you'll get in return
In return, you will receive a permanent position, with full time hours between Monday to Friday. This position allows you to join in their trial for a 4 day work week - full time and allows you the opportunity to continue to grow your career in a supportive environment. Working in a beautiful open plan office on Southern CBD Fringe.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Anamika Setaluri on 08 7221 4109 or or Caitlin Shears on 08 7221 4101 or for further information.

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2679880


Job Type
Banking & Financial Services
SA, Adelaide

Talk to a consultant

Talk to Anamika Setaluri, the specialist consultant managing this position, located in Adelaide
Level 17, 11-19 Grenfell St

Telephone: 0872214109

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