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CLIENT SERVICE MANAGER PART TIME

Preparation of paraplanning submissions for advice documents. Preparation of Advice document presentations for clients. Preparing and lodging New Business Applications including Superannuation, Pension and Investment applications....

CompanyLifenet Financial Advice
AddressBalcatta, WA
CategoryCustomer Service
Salary$65,000 - $75,000 a year
Job typePart time
Date Posted just now See detail

Client Service Manager Part Time New

Lifenet Financial Advice

Balcatta, WA

$65,000 - $75,000 a year

Preparation of paraplanning submissions for advice documents. Preparation of Advice document presentations for clients. Preparing and lodging New Business Applications including Superannuation, Pension and Investment applications....

Client Services Manager New

Aurrum

Plenty, VIC

Champion the 'Living Life' philosophy and culture of person-centred care. Sound knowledge and experience in AN-ACC. An excellent understanding of Australia's Aged Care standards. Highly developed communication, negotiation, proble...

Client Services Manager

Regis

Legana, TAS

Police Check. Preferable Home Care experience. Administration experience. Preferable experience with Home care Packages. Develop person centred care plans;. Coordinate all aspects of care delivery;. Build positive relationships;....

Client Services Manager

Adecco

Launceston, TAS

Skip to content Client Services Manager...

Client Services Manager - DHL

Certisciscp2

New South Wales

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 Services Manager

Downer

Sydney, 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 manag...

Client Services Manager NSW/ACT

Vibrant Services

Sydney, NSW

$80,000 - $119,999 a year

Develop and maintain strong relationships with key clients to ensure long-term satisfaction and loyalty. Act as the primary point of contact for clients, addressing their needs and concerns promptly and professionally. Collaborate...

Client Services Manager

Aurrum Aged Care

Plenty, VIC

Champion the 'Living Life' philosophy and culture of person-centred care. Sound knowledge and experience in AN-ACC. An excellent understanding of Australia's Aged Care standards. Highly developed communication, negotiation, proble...

Bookkeeping Operations and Client Services Manager - Part Time

Best Business Consulting

Victoria Park, WA

A background in bookkeeping, finance or accounting. Demonstrated leadership/people management experience with a strong values focus, and a passion for team engagement and supportive leadership. Demonstrated understanding of the op...

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....

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...

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...

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...

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...

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...

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...

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...

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...

Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

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...