Client Services Manager - Boutique Female-led Financial …, Coolangatta

**Client Services Manager
- Boutique Female-Led Financial Planning Firm (Southern Gold Coast)**

**Elevate Your Career in Financial Services!**
- **Attractive Salary Package**
- Your expertise rewarded.
- **Dynamic Role**
- Implement financial advice and streamline processes.
- **Career Progression**
- Join a team that values growth and development.

**About the Company**

Competitive Advantage HRM & Recruitment is thrilled to represent a boutique, female-led financial planning firm located on the stunning Southern Gold Coast. This company is known for its personalised approach, commitment to client success, and innovative solutions in financial services. With a dedication to fostering meaningful relationships and empowering financial independence, they provide an environment that values collaboration, innovation, and excellence.

**About the Role**

As the **Client Services Manager**, you will be a cornerstone of this high-performing team, ensuring the seamless implementation of financial advice and operational efficiency. This role is ideal for a proactive professional who thrives in a fast-paced environment and takes pride in delivering exceptional client experiences.

**Key Responsibilities**:

- **Client Relationship Management**: Build and maintain strong relationships, providing top-tier service and addressing client inquiries promptly.
- **Process Improvement**: Drive efficiency by implementing streamlined systems and utilising technology to optimise operations.
- **Team Collaboration**: Work closely with the team to ensure effective client interactions and adherence to best practices.

**What We’re Looking For**

We’re seeking a dedicated professional who excels in a hands-on role and has a passion for creating exceptional client outcomes.

**Essential Skills & Experience**:

- Proven experience in the financial services industry, focusing on advice implementation and adviser support.
- Strong understanding of financial products and strategies.
- Proficiency in financial planning CRM software and business technologies (experience with Apple MAC systems preferred).
- Solutions-focused mindset with excellent problem-solving skills.
- Exceptional communication and interpersonal abilities.
- Detail-oriented and capable of managing multiple tasks in a rapid-paced environment.

**Perks & Culture**

This company offers more than just a job—it’s an opportunity to thrive in a supportive, innovative workplace.
- Competitive salary and benefits (including a personal financial planning package).
- Inclusive and empowering team culture.
- Opportunities for professional development and career progression.
- Located in the beautiful Southern Gold Coast—work where others holiday!

**How to Apply**

If you’re ready to advance your career in financial services and be part of an inspiring team, we’d love to hear from you!

Submit your resume and a brief cover letter highlighting your suitability for the role.

**Click “Apply” to take the next step in your career!**

**Job Type**: Full-time

**Pay**: $85,000.00
- $100,000.00 per year

**Schedule**:

- 8-hour shift

**Work Location**: In person (Southern Gold Coast)

Pay: $80,000.00
- $90,000.00 per year

Schedule:

- 8 hour shift

Work Authorisation:

- Australia (required)

Work Location: In person Apply on Kit Job: kitjobau.com/job/3qv76v