Client Services Manager
4 days ago
Join a team where passion meets purpose. Experience our global culture for yourself and enjoy an amazing journey ahead of you.
**About the role**:
We are in search of a reliable and highly self-motivated professional to directly our partner who is a growing Accounting firm in AU. You will work closely with the Financial Planning team and their customers.
**Your responsibilities are**:
- Assist the FP team and the practice principal with efficient running of the Financial Planning service area
- Provide excellent client service, including being proactive in addressing client queries
- Assist Advisers in preparation for client meetings and client reviews
- Assist Advisers with meeting file notes, research and insurance quoting
- Prepare and collate Statements of Advice & Records of Advice
- Manage calendars, coordinate appointments & travel for the Financial Planning team
- Coordinate implementation with fund managers, insurers and administrators
- Build and maintain strong relationships and rapport with stakeholders, providers and administrators
- Maintain the integrity of the client database
- Assist Advisers with meeting compliance requirements and maintaining licensee provisions and legislation
- Collaborate and work in an open plan environment alongside Accounting & Bookkeeping teams
**Get this opportunity if you have**:
- At least 2 years of experience in a Client Services Manager type role
- Experience in Financial Planning
- Excellent written and verbal communication skills
- Experience in XPLAN or at least willing and capable of learning the tool
- A strong client service focus
- Proficient computer skills including the Microsoft Office suite
- Excellent administrative, organisational and problem solving skills
- Ability to work well with others, often under pressure, and be adaptable
- A desire to commence or progress a career in Financial Planning
- Have a background in AU accounting or finance
**Here are your benefits from joining our team**:
- Monthly one-on-one coaching with our People Managers
- Develop your career by upskilling with interesting work & cutting-edge technologies
- Work with cool and friendly clients from Australia, Canada and the UK
- Fun, supportive and global working environment
- Flexible hybrid working model
- Be a part of our frequent social impact activities to give back to the community
**__________**
**About Sharesource**
**Why work for us?**
Our clients come from all walks of life and so do we. We hire hundreds of skillful individuals from a wide variety of backgrounds, genders, ages, and personalities to live out our diverse culture and make a positive impact on the world
Our 5 Values:
- ** Make a social impact**: We balance between our work for client teams and for the society by constantly making good impacts.
- ** Be proactive**: We encourage brave thinking, continuous improvement, and drive change through action.
- ** Create value**: We create measurable values for our stakeholders: our teams, partners, suppliers, investors, and communities.
- ** Be fair, open and honest**: We foster equality and inclusivity in a supportive environment that embraces diversity and celebrates achievements.
- ** Add fun, passion and love**: We prioritise fun and passion, fostering higher engagement and a positive can-do attitude.
**What makes us different?**
**Our culture code. **You will be a part of our vibrant company culture and experience a workplace where your contributions are valued, your growth is encouraged, and your opinion is respected:
- Challenged, autonomous, momentum
- Learning, growth mindset
- Lead by our values
- Heard, cared for, make good friends
**__________**
The whole process takes around 4 weeks:
- There will be 3-4 interviews and a possible assessment from our client partner. You will undergo an initial interview, a culture interview, and 1-2 interviews with our cool client. This will run for about 1-2 weeks but we will let you know if we need to ramp it up. Be yourself and have fun.
- If all goes well, we complete the reference check and provide other necessary requirements so we can offer you the job right away.
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