Client Services Manager

Eight Recruitment

Growing multifaceted business based in East Maitland looking for an experienced Customer Services Manager.. city clients with country living!

  • Client Services Manager for Financial Planning business
  • Located in East Maitland
  • CSM role with room for growth and development
Driven to only work with the best, this company ensures that each and every client receives a high quality service and Client Service offering that is much sought after in the market.

Our client is a East Maitland, award-winning financial planning practice, who has achieved an industry leadership position through a focus on tailoring ethical solutions to the specific needs of clients. The organisation works closely with their clients and trusted advisers to create comprehensive, coordinated strategies to protect and preserve multi-generational wealth.

Due to the owner's entrepreneurial spirit, this business is experiencing significant growth and are now looking for a Client Services Manager or a Paraplanner to join their dedicated Financial Planning team.   


The core function of this role is to manage the practice's administration and provide client services support to the Principal and fellow Advisors.

A key responsibility will be working with their offshore team in Cebu. One of the businesses top priorities is to move 90% of business implementation work to the Philippines over the next 6 months.  To achieve this goal they need an experienced CSM who can hit the ground running and work in partnership with the Operations Manager training the Cebu team and looking after the work that comes in

You will also be a key team member who not only interacts with clients but who also provides the necessary support to allow the principals to focus on providing quality advice to the firm's clients.  For those looking to advance and further develop your career, you will receive direct professional mentoring from the principals as you progress into more complex paraplanning and advising.
  • Minimum 4 year’s experience with new business lodgements.
  • Xplan and AMP MyNorth experience (highly desirable)
  • Experience in insurance implementation/lodgements
  • Ability to hit the ground running in a fast paced work environment – multi tasker
  • Embraces technology - we are a paperless office. Would value someone that knows how to use office 365 at minimum a true intermediate level
  • Open to change and new ideas
  • Exceptional client communication skills, ability to communicate clearly to clients via phone and email. Happy willing and eager to pick up the phone and talk the client rather then just send an email
  • Ability to priorities and take responsibility for own workload
  • Adhoc client follow up
  • New business lodgements
  • Review calls
  • Answer and respond to incoming calls/emails
  • Diary management when required
  • Basic office maintenance, kitchen, coffee machine.
  • Order stationery supplies / Mail dutieS

For more info, contact:
Amanda Pointon  |  0479 086 148 |