Client Relationship Manager - Wollongong

Apply now Job no: 597296
Work type: Permanent Full Time
Location: NSW - other
Categories: PA/EA and Administration, Financial Planning (AMP)

  • Play an important part in changing the way we deliver financial advice to our customers
  • Quality focused, support role, working with a high performing, collaborative team
  • AMP values career development

It's a great time to be joining AMP. We are at a real turning point in our company. In our financial advice business, we're responding to rapidly changing community expectations. Everywhere, we're making bold changes, to better know, understand, serve and help our customers, and to do it superbly. We know we aren't the only organisation with a strategy like this. But our proud heritage, our brand, our business partnerships and our people set us apart.

About the role

The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.

This position is a key member of the ipac team and is expected to work as a team member in achieving the outcomes of the company.

Duties

  • Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face 
  • Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
  • Supporting the function with administration including preparing for Annual Review meetings , meeting notes, monitoring follow ups in financial planning software and typing reports
  • Checking and investment paperwork, carry out redemptions
  • Process regular withdrawals / term deposits on platforms

Skills & experience

  • Intermediate understanding and knowledge of the financial services industry highly desirable.
  • Previous experience in similar, client focused role within the financial services sector.
  • Desire to obtain RG146 
  • Good client relationship management skills 
  • Ability to use online platforms, client database and financial planning software
  • Understanding of the role of financial service product providers and how they relate to the financial planning industry. – eg. Fund Managers, stockbrokers
  • Demonstration of initiative to manage and improve administration systems and processes

Why AMP?

Working for AMP means working for a company that empowers its people to make a difference, while providing the support of a highly talented, experienced team. We understand that it is our customers that make us great.  And because people achieve their best in different ways, our culture is flexible and supportive, to give you the freedom to focus on outcomes rather than just processes.

Our Culture

AMP is an organisation like few others. We enjoy a culture that recognises individuality yet encourages collaboration, giving real meaning to our work and making a difference to our people and our customers.

Benefits

Access a great range of benefits such as flexible working options, retail discounts, social club, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.

Advertised: AUS Eastern Daylight Time
Applications close: AUS Eastern Daylight Time

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