Corporate Client Service Executive
- Sydney North
$60000 - $70000 PerAnnum
Our Client is a very highly regarded independent wealth management
company dealing exclusively with HNW individuals and corporate clients. An exciting opportunity has recently arisen for an enthusiastic and hard-working client service executive to join this high-performing team
based in beautiful North Sydney offices.
As a Corporate Services executive, your main responsibility would be to support the company's Corporate clients and their employees with their queries via email, video conference, and phone in a professional manner. You will also be expected to support advisers and relationship managers to grow the corporate book. Responsibilities will include but not limited to the following:
- Manage client data on Xplan
- Assist with corporate Flyers & Employee benefits
- Support the group insurance / Superannuation / division
- Manage the employer and employer queries
- Assist with Corporate seminars and presentations
This is a fantastic opportunity for someone from an Insurance, Superannuation or financial planning background looking to move into a boutique environment where your hard work and dedication is recognised and rewarded.
You must have the desire to succeed and enjoy being surrounded by positive, intelligent and highly capable people who will help to enhance and develop your own career. For the right candidate, opportunities to progress
into a more one on one client advisory role can be made available within 18-24 months.
For an immediate interview call Rosie Keegan on 9216 6728 and email your CV and Cover Letter outlining how you meet the above criteria via the APPLY link on this website.