Client Services Manager - $55,000 + Superannuation
- Location:
-
Victoria jobs
- Salary:
- $55 000
- Company:
- Link Recruitment
- Job type:
- Permanent jobs
- Date posted:
- 15/11/2009 03:57
- Job id:
- 45948365
- Contact:
- Kiera Brown
- Ref:
- Totaljobs/3203393-M ELPJ40758
- Sophisticated and Boutique Environment
- Investment Advisory and Financial Planning
- $55k + Superannuation
This business is considered in the top end of wealth management, financial planning and accounting markets. It has a niche position in the market, and has a smaller and sophisticated client base, ie, clients are significantly wealthy. It has a look and feel similar to a family office. The working environment is professional and corporate. They are now looking for a Client Services Manager to work alongside the two head advisers.
As a Client Services Manager you will work alongside two high energy advisers who are considered to be among some of the best in the industry.
Your responsibilities will include:
- The timely delivery of portfolio administration and client services.
- Placing investment instructions
- Administration of share portfolios
- Reporting
- Client recommendations
As a highly organised person, who is experienced and well presented you will thrive in this role. You will enjoy working in a busy and demanding office where you will be working towards deadlines, meeting with clients, and assisting with a full holistic service.
This is an opportunity to work with one of the best groups in the industry, don't hesitate in expressing your interest, apply today.
To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Kiera Brown on 03 8319 1111.
Ref No. MELPJ40758.
