Client Service Manager - Team Leader

Are you ready to step into a world of challenges, growth, and boundless opportunities?

Look no further – our vibrant financial services firm, nestled in the heart of the Eastern suburbs of Adelaide, is seeking a talented Team Leader – Client Service Manager to join our dynamic team. With a proven track record of delivering exceptional financial planning solutions, we\’re on the hunt for a star who can help us elevate our services to new heights.

About us

Proxima Financial Planning is a forward-thinking company, and we pride ourselves in preparing and delivering personal financial advice of the highest quality to clients and their families with a firm commitment to exceptional client service. Through understanding client goals, aspirations, and lifestyle dreams, Proxima has built a large, loyal client base and enjoys strong client referrals.

Our culture is collaborative, and we love efficiency. We have a collaborative and flat team structure and encourage the sharing of ideas amongst all team members.

The right person for the job will have a can-do attitude, excellent attention to detail, love dealing with people, be process-oriented, and have some people leadership experience.

A strong understanding of the financial advice industry is essential.

The Opportunity

We have been experiencing unprecedented growth and are looking for a financial services professional to lead our team of advisers and support staff, as well as be instrumental in growing the overall business.

The foundational side of the role will see the right person take control of the administration, operations, and back-office part of the company and excel in motivating your direct reports, both onshore and offshore. You will be responsible for the training, quality, and performance of your staff.

The role will require you to identify improvement opportunities and ways in which we can improve our processes and gain efficiencies. It will be the responsibility of the successful candidate to establish a project plan and see the projects through to completion.

To be successful in this role, you will require:

• A minimum of 5 years of experience in the financial advice industry preferred.
• Outstanding verbal and written communication skills.
• Prior knowledge of Xplan and other CRM software would be highly desirable.
• A solid understanding of advice compliance management.
• Highly motivated and possess excellent time management and prioritization skills.
• Be passionate about continuous improvement and further development of a strong compliance culture.
• You will have an analytical mind and excellent problem-solving skills and establish solutions for its implementation and fast adoption.
• Excellent interpersonal, public relations, and presentation skills.
• Ability to work well under pressure and deliver outstanding results.
• Ability to lead, inspire people and manage people.
• Self-motivated, a strong team player, and an ability to manage and solve problems.
• Client liaison – able to build relationships with clients and suppliers.
• Timely drafting of client portfolio reviews.
• Investment administration & providing quality high-level administration support to your Adviser and clients.
• Liaising with Fund Managers, Life Insurance Companies, and Superannuation Providers.
• Oversee client documents & paperwork preparation, including some compliance-related issues to ensure compliant advice processes.
• Database management.
• Assisting in the preparation of advice documents.
• Attend to client inquiries quickly and efficiently.

What’s in it for you?

• Unlimited Growth: Embark on an exhilarating journey of personal and professional growth.
• Determined Support: We foster an environment of encouragement and camaraderie, where your contributions are celebrated and your voice matters.
• Balancing Act: Enjoy a competitive salary package, professional development initiatives, and a work-life harmony that promotes well-being.

Ready to come aboard? If you\’re ready to write the next chapter of your career in an environment brimming with excitement and possibility, we\’d love to hear from you. To apply, simply share your resume and a captivating cover letter that highlights your journey, your aspirations, and why this role has caught your attention. While we appreciate every application, only those who are destined for an interview will hear from us.

This is an excellent opportunity for a person who is keen to make a real impact on a growing portfolio.

Please note: only successful applicants will be contacted.

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