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CLIENT SERVICES MANAGER

Take ownership of monitoring, implementing, and reviewing approved operation policies and procedures. Take initiative to generate and action new ideas that add value to the business. Be able to adapt to and work effectively in a...

CompanyWren Christou
AddressDarwin, NT
CategoryAccounting & Finance
Job typeFull time
Date Posted 3 weeks ago See detail

Client Services Manager

Wren Christou

Darwin, NT

Take ownership of monitoring, implementing, and reviewing approved operation policies and procedures. Take initiative to generate and action new ideas that add value to the business. Be able to adapt to and work effectively in a...

Client Service Manager

Clarity Partners

Perth, WA

Assist in all levels of administrative support. Become an integral member of the Client Services team to assist in delivering solutions for advisers. Opportunity to take ownership of the position and be a solutions focused individ...

Client Services Manager | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a large sized Financial Planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southernsuburbs in the Gold Coast. This role will require in...

Client Services Manager

Wilson Group

Perth, WA

You will be provide leadership and guidance to on-site staff and supervisors.As part of this role, you will be required to work standard business hours, with after hours on call availability, dependent upon operational requirement...

Client Services Manager - $80k-90k+

Ivy Recruitment

Melbourne, VIC

$75,000 - $95,000 a year

3+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. industry relevant qualifications such as DFP, ADFP or Bachelor's Degree. advanced computer skills and IT literacy. ability to build str...

Client Service Manager Up to 90K Base + Super

Randstad

Sydney, NSW

$75,000 - $90,000 a year

CBD Based. Accounting / Advice Group. In office presence required....

Client Services Manager

Spotless

Ryde, NSW

Delivers contractual and other business obligations. Achieve Key Performance Indicators and ensuring all service lines meet Quality Standards. This role is required to manage, motivate, and supervise the on-site facilities managem...

Client Services Manager

Prime Financial Group

Southbank, VIC

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

Client Services Manager

Bentley

Brisbane, QLD

$80,000 - $95,000 a year

Receive personalised ongoing training, development and mentorship. Work as part of a supportive and collaborative team. Regular social events. Career progression opportunities available. Predominantly work with HNW, wholesale cli...

Client Service Manager - up to $100K package

Talent Wealth Pty Ltd

Brisbane, QLD

Be first point of contact for new and existing clients via telephone and email. Develop strong client and team relationships built on trust and mutual respect. Preparation of all documentation for client review meetings. Adherence...

Client Service Manager | $75-85k package

R2 Group Pty Ltd

Robina, QLD

$75,000 - $85,000 a year

Gold Coast work close to home. Mature Financial Planning business. Xplan Skills highly valued. Client Centric advice focussed. Variety, mentoring and growth position. Learn from the best! Implementation of SOA's / ROA's. Prepare...

Client Services Manager

Kollosche

Broadbeach, QLD

Preparing and managing Form 6's and contracts. Managing the administration and marketing of property campaigns. Liaising with suppliers and vendors. Managing prospect lists for lead agents. Executing the team business and marketin...

Client Services Manager & Studio Coordinator

Huntd Recruit

Brisbane, QLD

$60,000 - $70,000 a year

Managing and Capturing New Bookings & Calendar Management. Researching Properties for resources, estimated time onsite and client preferences. Creation, checking and sending of all Invoices. Client Communication, Sales & Advocacy...

Client Services Manager

Sinclair Wilson

Hamilton, VIC

A minimum of 5 years experience leading teams in the community services sector providing leadership, supervision, direction, support and management to our people and services. Tertiary qualifications in social work, social welfar...

Client Services Manager

Right At Home Gold Coast Northern Rivers

Bundall, QLD

Position Available: Client Services Manager. Company: Right at Home Gold Coast Northern Rivers. Location: Gold Coast North, including The Scenic Rim and surroundings. Employment Type: Full-time. Join a reputable international com...

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

Client Services Manager

Snp Security

Mascot, NSW

To act as the primary point and become the reliable point of contact for each customer that is required to establish a strong business relationship. Provide regular updates to clients on the progress of service delivery that direc...

Client Service Manager

National Credit Insurance

Adelaide, SA

NCI provides specialist, value-added trade credit related services to an extensive client base across an array of industries and markets.Owned and backed by Steadfast Group Ltd, an ASX 100 company, we have excellent supports in pl...

Client Services Manager

Tafe Queensland

Acacia Ridge, QLD

$127,264 - $136,293 a year

leading and managing a multi-disciplinary Client Services team to provide best-practice Client Services including student enrolments, contact centre and planning and information;. ensuring a high-quality client experience with a f...

Client Service Manager

Aware Super

Sydney, NSW

Supporting Advice Delivery Manager(s) and Financial Planners in achieving outcomes and objectives for the regional office;. Supporting financial planners in practice management tasks including diary management and organisation, Pr...

Client Services Manager

Wilson Security

Australia

Growing the performance of current client sites with regard to KPIs and budgetary requirements. Analysing and planning for future client sites. Clearly communicating and setting goals with your team members. Setting performance ex...

Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

Client Services Manager

Right At Home

Bundall, QLD

Position Available: Client Services Manager. Company: Right at Home Gold Coast Northern Rivers. Location: Gold Coast North, including The Scenic Rim and surroundings. Employment Type: Full-time. Join a reputable international com...

Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

Client Services Manager

Protect Group Oceania Pty Ltd

Woolloomooloo, NSW

Interact withclients and build relationships with them while ensuring their needs are being met. Set and maintainsstandards for care, professionalism, and appropriate solutions during every guest interactionvia phone, email, or ot...

Client Service Manager

Loan Market

Broadbeach Waters, QLD

Provide invaluable support and assistance to our brokers. Essential experience in loan processing, servicing calculators, and online application systems. Preferable knowledge of MyCRM or similar aggregator CRM platforms. Possess a...

Client Services Manager

Maddern Financial Advisers P/L

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training. Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centr...

Client Service Manager

Aware Super

Sydney, NSW

Supporting Advice Delivery Manager(s) and Financial Planners in achieving outcomes and objectives for the regional office;. Supporting financial planners in practice management tasks including diary management and organisation, Pr...

Client Service Manager - Financial Planning

Candor Recruitment

Port Macquarie, NSW

$70K - $80K + Super

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...