AI Job Summary
- Develop and maintain client relationships to understand financial needs and objectives.
- Conduct regular client follow-ups to ensure satisfaction and address concerns.
- Proficient in Microsoft Office Suite and financial software.
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Role Type
On-site
- Permanent
- Full-time
- Entry Level
Pay Rate
$66,000 AUD – $78,000 AUD (Annum)
Description
Summary:
As a Relationship Manager in the Financial Services sector, you will play a crucial role in fostering and maintaining strong client relationships. Based in Unley, South Australia, this permanent, full-time position is ideal for entry-level candidates eager to develop their careers in finance. You will be instrumental in understanding client needs, providing tailored solutions, and ensuring a high level of customer satisfaction, thereby contributing to the overall success of the organisation.
Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial needs and objectives.
- Provide tailored financial solutions and advice to clients based on their individual circumstances.
- Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
- Collaborate with internal teams to deliver exceptional service and support to clients.
- Assist in the preparation of financial reports and presentations for clients.
- Stay updated on industry trends and regulatory changes to provide informed advice.
- Participate in networking events and community outreach to promote the organisation’s services.
Qualifications:
- Bachelor’s degree in Finance, Business, or a related field is preferred.
- Previous experience in customer service or sales is advantageous but not essential.
- Strong communication and interpersonal skills to build rapport with clients.
- Ability to analyse financial information and provide sound advice.
- Proficient in Microsoft Office Suite and financial software.
- A proactive approach to problem-solving and client management.
- Willingness to learn and adapt in a fast-paced environment.
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