Senior Client Service Manager jobs
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CLIENT SERVICES MANAGER | FINANCIAL PLANNING
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...
| Company | Bentley |
|---|---|
| Address | Brisbane, QLD |
| Category | Accounting & Finance |
| Salary | $75,000 - $75,000 a year |
| Job type | Permanent |
| Date Posted | a month ago See detail |
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...
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- View all Bentley jobs - jobs in Brisbane, QLD
Client Service Manager - Sydney Area
Atlamgroup
Sydney, NSW
In partnership with customers, ISS drives the engagement and well-being of people, minimises the impact on the environment, and protects and maintains property. Across Australia and New Zealand, ISS provide services within a wide...
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- View all Atlamgroup jobs - jobs in Sydney, NSW
Senior Client Services Officer
Infinity Financial Consultants
Bowen Hills, QLD
Support financial planners and clients with ad-hoc client requests;. Prepare and complete paperwork for implementation of advice;. Track implementation of advice and ensure appropriate processing;. Pro-actively follow up applicati...
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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...
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Client Service Manager
Serco
Macquarie Park, NSW
Delivering a high-quality service and standard across all sites/facilities consistently. Developing leadership & employee capability to have a sustainable business, servicing our clients and customers. Building and leveraging effe...
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- View all Serco jobs - jobs in Macquarie Park, NSW
Client Services Manager
Lawson Delaney
Windsor, VIC
Work in a growing Industry & have a Career for life! WFH (2 days per week post probation). Friendly open door policy. Work with a portfolio of clients helping with on-boarding. Answering the phone and taking deliveries. Assist...
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- View all Lawson Delaney jobs - jobs in Windsor, VIC
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;....
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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...
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- View all Walker Andersen jobs - jobs in Queensland
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...
a month ago seen See more...
- View all Hpartners Investments jobs - jobs in Toowoomba, QLD
Senior Client Manager
Just Sort My Super
Brisbane, QLD
$120,000 - $180,000 a year
Handle inbound and outbound calls to customers. Obtain personal information from the customers and their superfunds and make records of the information. Listen to customer needs and identify areas the financial advisers could pote...
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- View all Just Sort My Super jobs - jobs in Brisbane, QLD
Client Service Manager
Loan Market
Adelaide, SA
Assisting with administrative duties to support our Mortgage Brokers. Lodging and managing loan applications through to settlement. Ensuring all compliance requirements are met and all required information is uploaded to our porta...
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- View all Loan Market jobs - jobs in Adelaide, SA
Senior Client Services Officer
Atlamgroup
Brisbane, QLD
Our client are not just another financial services firm, theyre a team of enthusiastic professionals who are passionate about delivering exceptional service while building meaningful client relationships. They specialise in accou...
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- View all Atlamgroup jobs - jobs in Brisbane, QLD
Client Services Manager (Gold Coast)
Cmbm Facility Services
Helensvale, QLD
Quickly establish personal & professional credibility with client representatives, contractors and front line employed staff. Deliver first rate customer service and ensure client satisfaction. Establish productive working relatio...
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Client Services Manager
Itch Recruitment
West Perth, WA
You will not only be client facing but also out at business development events, building and strengthening relationships across the Perth financial management landscape.So, needless to say, you need to bring excellent communicatio...
a month ago seen See more...
- View all Itch Recruitment jobs - jobs in West Perth, WA
Senior Client Service Officer - Bendigo
The Support People
Bendigo, VIC
Provide strong and clear leadership to the Client Services workforce. Form effective working relationships with NDIS Support Coordinators. Oversee calculation, preparation, and management of Service Agreements for clients. Build a...
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Client Services Manager (CBD)
Atlamgroup
Eight Mile Plains, QLD
CMBM (Clean, Maintain, Build, Manage) is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State.About the role:We are looking for a conscientious, p...
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- View all Atlamgroup jobs - jobs in Eight Mile Plains, QLD
Client Services Manager Business Development
Arcare
Point Lonsdale, VIC
Significant employee discounts for Apple, Samsung, Travel, Health Insurance, Gyms & much more. Allowances: Uniform, meals, shift and public holidays. Paid Training and Development days. Reward & Recognition programs includi...
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- View all Arcare jobs - jobs in Point Lonsdale, VIC
Senior Services Manager
Kapitol
Melbourne, VIC
Lead the delivery of cost-effective services construction for multiple concurrent sites per each project's design and delivery brief. Drive compliance across all sites' safety, quality, design, authority and building code requirem...
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- View all Kapitol jobs - jobs in Melbourne, VIC
Senior Client Services Officer
Fuse Recruitment
Brisbane, QLD
Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...
a month ago seen See more...
- View all Fuse Recruitment jobs - jobs in Brisbane, QLD
APS5 - Senior Client Services Officer, Classification Branch
Aps
Sydney, NSW
Assisting the Assistant Director and Deputy Director of the Board with planning and allocation of daily workflows between the Client Services Team and Board. Processing complex applications and enquiries about the classification o...
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Senior Client Services Officer
Queensland Government
Toowoomba, QLD
What you will do- Using your high level knowledge and expertise you will assist in the allocation, management and reporting of transactional activities through a virtual environment.- You will be responsible for ensuring that Cust...
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- View all Queensland Government jobs - jobs in Toowoomba, QLD
Senior Service Manager
Queensland Government
Brisbane, QLD
This role requires the leadership competencies of an individual contributor as outlined in the Leadership competencies for Queensland.Vision- Leads Strategically - Thinks critically and acts on the broader purpose of the system.-...
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- View all Queensland Government jobs - jobs in Brisbane, QLD
Senior Client Services Administrator
Talent Connect Australia
Sydney, NSW
Ensure exceptional service delivery to clients while managing a team of client service representatives. Coordinate client inquiries, resolving issues, and maintaining positive client relationships. Collaborate with the team to str...
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- View all Talent Connect Australia jobs - jobs in Sydney, NSW
Client Service Manager
Moore Wealth Advisers
Adelaide, SA
Book appointments and prepare files for ongoing client review meetings. Accurate production of all client portfolio review documentation and reports. Regularly update and maintain the Client Management System with correspondence a...
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- View all Moore Wealth Advisers jobs - jobs in Adelaide, SA
Client Services Manager - HomeCare
Bluecross
Melbourne, VIC
Providing expert advice on the variety of aged care home-based services provided by BlueCross that would best fit a potential clients needs and preferences. Advising potential clients on the range of BlueCross services to meet th...
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- View all Bluecross jobs - jobs in Melbourne, VIC
Client Services Manager
Pollux Financial Pty Ltd
Canberra, ACT
$60,000 - $90,000 a year
Previous experience working in banking, finance, lending or property industry preferred. Strong communication and interpersonal skills. Liaise with Mortgage Broker, Lender and Client during the Application Process. Data entry into...
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Senior Client Services Officer / Registrar / Deputy Registrar - Coffs Harbour
Department Of Communities And Justice
Coffs Harbour, NSW
$79,032 - $86,539 a year
Location Court Services, Coffs Harbour Hub. Salary ranging from $79,032 pa to $86,539 pa + super and leave loading. Providing complex and high-quality administrative services within a court location. Liaising with a wide range o...
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Client Services Manager
Teg
Melbourne, VIC
Client Relationships: Partnering with Clients to discuss event ticketing build requirements and time frames. Delivering accurate event builds. Providing timely and concise reporting and insights. Event Operations: Build and mainta...
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- View all Teg jobs - jobs in Melbourne, VIC
Senior Client Services Officer
Fuse Recruitment
Brisbane, QLD
AUD 70000 - 90000 per annum, + super
Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...
a month ago seen See more...
- View all Fuse Recruitment jobs - jobs in Brisbane, QLD
Senior Client Service Officer | Brisbane | $95k
Jenner Recruitment Pty Ltd
Brisbane, QLD
Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients wi...
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