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- Tasks: Manage client relationships, answer queries, and ensure smooth service delivery.
- Company: Coastline Private Wealth, a trusted name in financial advice for over a decade.
- Benefits: Competitive salary, bonuses, 5 weeks leave, and free on-site parking.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in client services, strong attention to detail, and tech-savvy.
- Other info: Enjoy ongoing support and excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Coastline Private Wealth is looking for an experienced Client Service Manager. We have been providing quality advice for over a decade and know that finding the right person, with the right attitude is critical for continuing to provide great outcomes for our clients. If you are that person we would love to hear from you.
We understand how important it is for you to find the right career – one that is challenging and diverse and within a supportive team culture.
Responsibilities- Client Services – responsible for a small number of clients, answering questions on the phone or email, scheduling appointments and greeting clients in a friendly and professional manner.
- Implementation – preparing and lodging application forms with various product providers. Ensuring changes are implemented accurately and in a timely fashion is critical to delivering advice and positive outcomes for clients.
- Office Administration – general scanning, binding and photocopying where required.
- CRM Management – adding/updating client information, following and updating workflow tasks in our client management system (Xplan) and Dropbox.
- Minimum of 2 years in a similar role.
- Competitive salary + additional bonus + 12% super.
- 5 weeks annual leave.
- Free on-site parking.
- Ongoing support provided.
- Positive friendly attitude: You must have enthusiasm and a willingness to learn.
- You take pride in your work: you have an eye for detail and focus on quality, you value getting things completed right the first time. You hate being late, you keep things on track and to a deadline.
- Self-motivated: you take the initiative and able to problem solve. You can multi-task and prioritise your work.
- Technology is your friend: You are highly competent at Office 365 – including MS Word, MS Excel, MS Outlook. Ideally have used Xplan.
Directors’ approach: You should take comfort with the knowledge that the Directors of the business will not ask you to do something they wouldn’t do themselves.
Questions for applicantsYour application will include the following questions:
- Which of the following Microsoft Office products are you experienced with?
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have as a client services manager?
- How many years' experience do you have in the financial services industry?
Client Services Manager in Wembley employer: Coastline Private Wealth Pty
Contact Detail:
Coastline Private Wealth Pty Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager in Wembley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Services Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Coastline Private Wealth and understanding their values and client approach. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since the role involves a lot of client interaction, being able to articulate your thoughts clearly and confidently is key. Consider doing mock interviews with friends or using online resources to sharpen your skills.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Coastline Private Wealth.
We think you need these skills to ace Client Services Manager in Wembley
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your positive and friendly attitude shine through. We want to see your enthusiasm for the role and how you can contribute to our supportive team culture.
Be Detail-Oriented: Make sure to pay attention to the details in your application. Highlight your experience and skills clearly, especially your proficiency with Office 365 and any relevant client services experience. We value getting things right the first time!
Tailor Your Responses: Take the time to tailor your answers to the specific questions in the application. This shows us that you’ve read the job description carefully and understand what we’re looking for in a Client Services Manager.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process.
How to prepare for a job interview at Coastline Private Wealth Pty
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry and the specific responsibilities of a Client Services Manager. Familiarise yourself with Coastline Private Wealth's values and how they align with your own. This will show that you're genuinely interested in the role and the company.
✨Show Off Your Tech Skills
Since technology is key for this role, be prepared to discuss your experience with Office 365 and any CRM systems you've used, especially Xplan. You might even want to bring examples of how you've used these tools to improve client service or streamline processes in your previous roles.
✨Demonstrate Your People Skills
As a Client Services Manager, you'll be interacting with clients regularly. Think of examples where you've successfully managed client relationships or resolved issues. Highlight your friendly attitude and ability to communicate effectively, as these are crucial for the role.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the team culture, the support provided, and what success looks like in this role. This not only shows your interest but also helps you determine if this is the right fit for you.
