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CLIENT SERVICES MANAGER

Flexible hours available. 2-3 years of relevant work experience required for this role. Working rights required for this role. Expected salary: $75,000 - $80,000 per year....

CompanyRight At Home Gold Coast
AddressBundall, QLD
CategoryAccounting & Finance
Salary$75,000 - $80,000 a year
Job typeFull time
Date Posted 2 weeks ago See detail

Client Services Manager

Right At Home Gold Coast

Bundall, QLD

$75,000 - $80,000 a year

Flexible hours available. 2-3 years of relevant work experience required for this role. Working rights required for this role. Expected salary: $75,000 - $80,000 per year....

2 weeks ago seen See more...

Team Leader Client Services

Dementia Australia

Winnellie, NT

Leading managing and supporting the client service team to ensure a coordinated and consistent approach to service delivery of the programs across relevant locations. Providing leadership of services to people impacted by dementia...

2 weeks ago seen See more...

Private Client Services Associate - 4+ PQE

Piper Alderman Lawyers

Adelaide, SA

4+ years post admission legal experience. Confidence and expertise in advising upon and development of estate and succession plans for individuals and businesses. Experience in preparing advice, interpretation and drafting of will...

2 weeks ago seen See more...

Client Service & Collections Manager

Sb Recruitment

Sydney, NSW

Part of a well-established, reputable brand. Competitive salary, bonus, and income protection. Options for novated car leasing. Reward and recognition programs. Flexible, hybrid working model. Additional annual leave days. Extende...

2 weeks ago seen See more...

Client Services / Operations Associate

Iinvest Trading And Advisory

Burleigh Heads, QLD

$28 - $32 an hour

Administering the onboarding of new client accounts and ensuring client information is accurately and compliantly recorded. Assist Advisors in preparing, submitting and maintaining relevant paperwork and compliance documents, in l...

2 weeks ago seen See more...

Client Services Manager

Maddern Financial Advisers

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- Centra...

2 weeks ago seen See more...

Client Service Manager

First Financial

Melbourne, VIC

use your strong organisational skills to effectively prioritise and work through a range of tasksof varying complexity;. maintain client records in accordance with compliance requirements;. contribute or drive process improvement...

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Senior Client Service Coordinator

Caveo Partners

Adelaide, SA

With over 35 years' experience, our leadership and advice teams' expertise span a wide range of areas including Financial Planning, Accounting, Tax, Digital Management Accounting, Finance Advice, Business Advice, Superannuation, I...

2 weeks ago seen See more...

Client Services Manager

Scope Advisory

West Perth, WA

$75,000 - $85,000 a year

End to end administration support for the advice team. Preparation of implementation documents. The implementation of advice, including application forms and quality checks. Liaising with product providers. Maintaining client reco...

2 weeks ago seen See more...

Client Services Manager

Younity

Australia

Career Opportunities: Client Services Manager (11412)Requisition ID11412-Posted09/04/2024-Australia-Operations Apply Save Job Email Job to Friend Return to List [Not translated in selected language] Apply Save Job Emai...

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Client Service Manager - Implementation

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $90,000 a year

New Business Applications: Superannuation, Pension and Investment application including investment of clients' funds. Process additional investments and withdrawals as requested by clients and advisers. Processing Life, TPD, Incom...

2 weeks ago seen See more...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 - $75,000 a year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

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Client Service Officer (Finance Graduates Welcome)

Pivot Wealth Pty Ltd

Sydney, NSW

$60,000 - $70,000 a year

Seeking a company that will offer genuine career progression opportunities? Suffering w. internal politics & minimal flexibility? Not appreciated or well rewarded for your hard work? Be the main point of contact for clients in the...

2 weeks ago seen See more...

Client Services Officer

Liz Medwin Recruitment

Melbourne, VIC

$70,000 - $75,000 a year

Preparation of all documentation for SOA and ROA meetings. Provide administrative support to the Financial Planners in regard to client needs. Complete preparation for implementation of advice. Check funds invested as per SOA and...

2 weeks ago seen See more...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

2 weeks ago seen See more...

Client Services Manager & Studio Coordinator

Huntd Recruitment

Brisbane, QLD

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...

2 weeks ago seen See more...

Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

2 weeks ago seen See more...

Client Service Manager

Gjk Facility Services

Clayton, VIC

Develop and maintain strong relationships with our clients, understanding their cleaning needs and expectations. Oversee a team of cleaning staff, including training, scheduling, and performance management. Conduct regular site in...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client Services Office

Donmont Capital Pty Ltd

Bundall, QLD

$55,000 - $70,000 a year

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Senior Client Services Officer | Full-time Permanent

Act Long Service Leave Authority

Canberra, ACT

$89,114 - $94,120 a year

Our activities are determined by the Long Service Leave (Portable Schemes) Act 2009, and we are governed by a Board of Directors appointed under the legislation. We display these values in everything we do, to deliver quality cust...

2 weeks ago seen See more...

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

2 weeks ago seen See more...

Client Service Manager

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $85,000 a year

Provide seamless support to the advisers and manage the implementation of the advice. Answer general enquiries from clients, predominantly retirees. This will be in all forms, including in-person, by phone, or by email. Act as the...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client Services Officer (Entry Level or Grad)

Fs Recruitment Solutions

Melbourne, VIC

$55,000 - $65,000 a year

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

2 weeks ago seen See more...

Client Services Officer

Lawson Elliott Recruitment

Brisbane, QLD

$65,000 - $85,000 a year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client service officer | CBD | $75-$85k+ Super

Advance Recruitment Partners

Brisbane, QLD

Work closely with a highly experienced team of advisers, paraplanners and support staff. Delivering exceptional Client service and relationship management to HNW client base. onboard new clients. Implementation of advice. Compl...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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