client relationship manager (f/p) in Western Sydney

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job details

posted
location
western sydney, new south wales
job category
Banking
job type
permanent
reference number
90M0333424_1517201646
contact
jeremy oconnor, randstad
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job description

This very well respected and growing firm is known for providing outstanding financial services to a wide range of High Net Worth clients. Their North West based office is made up of a successful team of financial advisors with a solid client base. This energetic team includes supportive and hardworking professionals who are looking for good career development and a friendly work environment.

In this role you will be assisting Financial Planners with their daily needs, including administrative tasks, tracking forms, liaising with clients, managing insurance and finance processing. You will be the initial contact for clients and will deal with their queries. You will work closely to other departments within the business and will get exposure to a High Net Worth client base.

You will need to be RG146 compliant with 2 years experience working in a similar role. You will have excellent admin, attention to details and communication skills. You will also be tech savvy and be IT proficient. The right person will be rewarded with an attractive salary package as well as the opportunity to work in a supportive environment.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au.



skills

Customer service, RG146

qualification

RG146