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Invest BluePosted 6 months ago

Relationship Manager

$65,000–$72,800 year

On-siteBrisbane, Queensland, Australia

Full Time

Job Summary

Provide exceptional client service through initial and ongoing support, including proactive phone calls and interactions to ensure all necessary information remains current in client management databases and account records. Deliver efficient, compliant, and accurate administration while managing work in progress reporting and task targets with minimal supervision. Maintain effective relationships with clients and stakeholders by prioritizing multiple tasks within a well-defined compliance framework. Join the Armidale office team as a full-time Client Support Officer, with a salary range of $65,000 to $72,800 including super and leave loading.

Required Qualifications

  • Motivated team player with great people skills
  • Outstanding communication skills, both written and verbal with a high attention to detail
  • Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals
  • Eager to learn and are willing, at times to unlearn
  • Brings fresh and innovative ideas to the table
  • Value a team culture
  • Has a positive can-do attitude
  • Experience providing exceptional client service within a client facing environment
  • Demonstrate an ability to build and maintain effective relationships with clients and stakeholders
  • Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision
  • Ability to work under pressure and within a well-defined compliance framework

Desired Qualifications

  • Experience with using financial planning software (e.g., Salesforce)
  • Qualifications in Business Administration

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