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Client Services Manager jobs in Queensland

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CLIENT SERVICE MANAGER

Managing the implementation of advice and completing post-implementation checks;. Preparing documentation for client meetings;. Providing ongoing day to day administration for, and developing and maintaining strong relationships w...

CompanyExcel Wealth
AddressMaroochydore, QLD
CategoryAccounting & Finance
Date Posted 2 weeks ago See detail

Client Service Manager

Excel Wealth

Maroochydore, QLD

Managing the implementation of advice and completing post-implementation checks;. Preparing documentation for client meetings;. Providing ongoing day to day administration for, and developing and maintaining strong relationships w...

2 weeks ago seen See more...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

Fundd

Bundaberg, QLD

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

2 weeks ago seen See more...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

Fundd

Queensland

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

2 weeks ago seen See more...

Client Services Manager

Johnnyh

Varsity Lakes, QLD

Liaise with clients, Support Coordinators and all community stakeholders. New client onboarding and client relationship management including client profiles, Service Agreements, Schedule of Supports and Risk Assessments. Business...

2 weeks ago seen See more...

Client Services Manager | Administration Officer | Accounting Firm

Mw Recruitment

Indooroopilly, QLD

Leadership Opportunity: Be the go to for clients, staff overseas and the partner you work for. Client Interaction: Be the primary contact for our valued clients ensuring top-notch exceptional communication.. Continuous Learning:...

2 weeks ago seen See more...

Expression of Interest - Client Service Manager, Wealth Management

Morgan Stanley

Brisbane, QLD

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

3 weeks ago seen See more...

Client Service Manager

Coastal Financial Advisers

Maroochydore, QLD

Liaise with clients and other stake holders via telephone,email and in person. Manage client data in X-Plan. Ensure all compliance standards are adhered to [ Client Service Agreements, Review dates etc. ]. Obtain required research...

4 weeks ago seen See more...

Client Services Manager

Essence Quality Care

Brisbane, QLD

Manage a portfolio of high-complexity clients, ensuring the delivery of personalised and effective support services. Develop and maintain strong relationships with clients, families, caregivers, and other stakeholders to understan...

4 weeks ago seen See more...

Client Service Manager

Loan Market

Rochedale South, QLD

Respond promptly to phone calls and email communications from clients. Proactively engage with clients to maintain relationships and actively chase lead flow. Thoroughly review customer-provided documents to ensure completeness an...

4 weeks ago seen See more...

Marketing and Client Services Manager

Mcgrath Estate Agents

Beerwah, QLD

Running photoshoots. Social media content creation, scheduling and messaging. Running open homes yourself or assisting the lead agent at open homes. Showing buyers through properties via private inspections. Follow up calls with p...

4 weeks ago seen See more...

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....

a month 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...

a month 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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Client Service Manager

Regis Aged Care

Queensland

Permanent

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

2 months ago seen See more...

Client Service Manager

Mcgrath Wide Bay

Bundaberg, QLD

Reports to Agent. Other key relationships: Colleagues, Marketing, Accounting, Clients, Management and Industry Professionals.. Provide operational support to the sales agent throughout the sales process.. Full administration su...

2 months ago seen See more...

Client Services Manager

Andersen Partnership

Toowoomba, QLD

$60,000 - $80,000 a year

TAP has partnered with a multi-office wealth management firm dedicated to providing exceptional financial advice and services to their valued clients!With a commitment to excellence and a client-centric approach, our client strive...

2 months ago seen See more...

Client Services Manager | Financial Planning

Bentley

Brisbane, QLD

$75,000 - $75,000 a year

Ongoing management of the client database through Xplan. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs). Liaising with third party providers. Delivering a high quality...

2 months ago seen See more...

Client Services Manager

Hpartners Investments

South Brisbane, QLD

Liaising with clients, fund managers and other third parties as required. Provide full adviser support, gain exposure to holistic financial advice. Maintain files and database records (Xplan). Conduct research on client holdings/a...

2 months ago seen See more...

Client Service Manager

Regis

Cairns, QLD

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

2 months ago seen See more...

Client Services Manager

Walker Andersen

Queensland

TAP has partnered with a multi-office wealth management firm dedicated to providing exceptional financial advice and services to their valued clients!With a commitment to excellence and a client-centric approach, our client strive...

2 months ago seen See more...

Client Services Manager

Hpartners Investments

Toowoomba, QLD

Liaising with clients, fund managers and other third parties as required. Provide full adviser support, gain exposure to holistic financial advice. Maintain files and database records (Xplan). Conduct research on client holdings/a...

2 months ago seen See more...

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