Client Services Manager at IQ Capital Group

IQ Capital Group hiring people as Client Services Manager. The Selected person will be earn at least Undisclosed NZD per month. There are also many more opportunities. Read the entire post carefully to know all the details related to this job.
PostingClient Services Manager
Job EmployerIQ Capital Group
LocationAdministrative Assistants
SalaryUndisclosed
Job SectorAdministrative Assistants

About the Company – IQ Capital Group

IQ Capital Group, having experienced significant growth and recently recognised by The Adviser Magazine as “Best in Customer Service” and “Best Branded Office”, has continued to expand its service offering and is looking to appoint a dynamic and professional Client Services Manager to manage and maintain the services for our new and long-term signature IQ BluePrint clients.

Service is one of the fundamental pillars of our philosophy, but more than that, it is an intrinsic understanding of our client’s requirements within the financial and investment services sector.  Our signature IQ BluePrint service combines the collective expertise of our team with a tailored strategy that evolves as our clients finances and lives evolve.

Our integrated, talented and dedicated team delivers a personalised IQ BluePrint to our clients in the following areas:

  • Finance and Loan Structuring
  • Financial Planning 
  • Investment Planning
  • Accounting and Tax

About the Role:

We are looking for a warm, engaging individual with the ability to deliver an outstanding client experience to our VIP IQ BluePrint clients.  This role includes:

  • Managing client relationships through regular telephone contact to ensure a strong relationship is maintained
  • Database management and accurate information recording
  • Coordination with other departments within the Company including Finance, Taxation and Financial Planning, to provide positive solutions to client enquiries
  • Developing referral business through existing clients
  • Organising annual reviews for our clients in conjunction with the finance team to track progress of their personal IQ Blueprint
  • General administrative tasks including maintenance of client files

Attributes for the successful candidate for this key role:

  • Proven experience in a similar role within a professional services sector such as banking, finance, accounting or financial planning industry
  • Strong client management and relationship building skills
  • Excellent attention to detail and time management
  • Proven ability to work in a team environment effectively and efficiently
  • Outstanding telephone manner with the ability to talk to clients with confidence
  • Warm, caring and friendly personality with a strong desire for positive outcomes
  • Experience in or a keen understanding of the financial services, banking, accounting, property or taxation industries would be an advantage
  • Proactive and organised with the ability to multitask

On offer is:

  • The opportunity to work with a highly professional and successful team
  • Modern office environment in Central Southport
  • Competitive Salary and Commission package

To apply for this integral role, submit your resume and cover letter by clicking the Apply button below.  Please note only shortlisted candidates will be contacted.

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