Client Services Manager | Woodmead

Are you a dynamic individual with a passion for client satisfaction and financial services? Our client has an amazing opportunity just for you! Join a leading Financial Services company as a Client Services Manager, where you'll play a pivotal role in ensuring exceptional service delivery to our client's valued clientele.Duties and Responsibilities:General running of the office.Maintenance of client database.Compilation of financial analysis and reports.Website updates.Uploading of monthly newsletter.Managing client liaison / correspondence.Ensuring client files are FAIS and FICA compliant.Managing queries.Screening calls.Managing stationary and office supplies.Presentation pack compilations for new client meetings.Research for queries and reports.Submission of instructions.Follow-up until completion of each query and instruction.Requirements:Strong Administrative Skills.Attention to detail.Strong client service ethic.Ability to communicate with clients and suppliers to forge relationships.Experience in the Financial Planning Industry is an advantage.
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