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Senior Client Services Manager jobs in Fortitude Valley, QLD

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CLIENT SERVICES MANAGER | FINANCIAL PLANNING

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...

CompanyAtlamgroup
AddressBrisbane, QLD
CategoryAccounting & Finance
Job typeFull time, Permanent
Date Posted a week ago See detail

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 week 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 week 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 week 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 week 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 week ago seen See more...

Senior Customer Service Manager

Department Of Housing

Brisbane, QLD

$110,216 - $117,693 a year

If you have ability to understand customers and stakeholders, encouraging a strong customer-focus and build understanding perspectives within the team, and to use a balanced approach to managing conflicting demands and assist the...

a week ago seen See more...

Senior Customer Service Manager, Department of Housing

Atlamgroup

Brisbane, QLD

If you have ability to understand customers and stakeholders, encouraging a strong customer-focus and build understanding perspectives within the team, and to use a balanced approach to managing conflicting demands and assist the...

a week ago seen See more...

Client Account Manager - Fire Services

Add Staff

Kelvin Grove, QLD

Client Account Management: Build strong relationships with existing customers, act as the key liaison and point of contact for clients seamlessly address all queries. Identify and understand customer needs to provide customised so...

a week 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...

3 weeks 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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

Client Service Manager

Global Payments

Fortitude Valley, QLD

Your role involves leading, coaching, and driving the teams to meet key performance indicators (KPIs) through ongoing training, process improvements, and skill enhancement. You will also bring: Proven track record of leading clien...

a month ago seen See more...

Client Service Manager

Global Payments

Fortitude Valley, QLD

Lead, coach, and drive support teams to deliver exceptional service and meet KPIs;. Manage staffing levels and ensure a high level of knowledge within the team;. Communicate job expectations, provide feedback, and address underper...

2 months ago seen See more...

Client Services Manager

Global Payments

Fortitude Valley, QLD

Lead, coach, and drive support teams to deliver exceptional service and meet KPIs;. Manage staffing levels and ensure a high level of knowledge within the team;. Communicate job expectations, provide feedback, and address underper...

2 months ago seen See more...

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...

3 weeks ago seen See more...

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.-...

3 weeks ago seen See more...

Senior Manager - Services Marketing

Rsl Queensland

Brisbane, QLD

Option to salary package up to $15,900 per year on living expenses, and claim further tax-saving benefits on top . Extensive training/development opportunities . Bring your whole authentic self to work each day and be part of a...

3 weeks ago seen See more...

Client Services Officer in Leading Wealth Management Firm

Visis Private Wealth

Brisbane, QLD

$50,000 - $65,000 a year

Data entry and management of client data in X-Plan. Maintenance of all client files. Management of inbound and outbound client correspondence. Admin duties including scanning, mail, and filing. General administrative support to ad...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

Senior Service Manager

Queensland Government

Brisbane, QLD

Implement and support IT service management best practices (such as ITIL) across ITP; Collaborate with internal stakeholders to provide documentation, support systems, training and coaching for IT service management best practices...

4 weeks ago seen See more...

Business Services Senior Manager

Pure Consultancy

Fortitude Valley, QLD

$140,000 - $170,000 a year

Are you a people person? Do client relationships matter to you? Are you driven by going the extra mile for your clients? Do you enjoy mentoring others and watching them grow? Do you align with a work culture that embraces professi...

a month ago seen See more...

Business Services Senior Manager

Hamilton York

Fortitude Valley, QLD

$160,000 - $180,000 a year

Working within a leading Australian practice, in a fast-growing element of the business. Assisting with leadership duties and running of the firm in Brisbane. An environment with clear progression and development opportunities. A...

a month ago seen See more...

Client Manager/Senior Accountant

Mw Recruitment

Brisbane, QLD

$85,000 - $110,000 a year

Minimum of 4 years of experience in business services and tax. Ideally possess or working towards CA/CPA qualification (not mandatory with 4+ years experience in practice). Experience overseeing junior staff is highly desirable. I...

3 weeks ago seen See more...

Senior Account Manager - Food Service

Pace Appointments

Brisbane, QLD

Managing existing clients in Queensland territories whilst developing new business opportunities;. Building and maintaining strategic, strong and long term relationships with clients;. Maximising sales volumes, profit and market s...

3 weeks ago seen See more...

Senior Manager - Services Marketing

Atlamgroup

Brisbane, QLD

25th March, 2024 RSL Queensland is a dynamic, not-for-profit organisation delivering innovative programs and initiatives that support veterans and their families. With Australias most successful prize home lottery, RSL Queensland...

3 weeks ago seen See more...

Senior Account Manager - Food Service

Pace Appointments Qld Pty Ltd

Brisbane, QLD

Base + Super + Car Allowance + Bonus + WFH!

Managing existing clients in Queensland territories whilst developing new business opportunities;. Building and maintaining strategic, strong and long term relationships with clients;. Maximising sales volumes, profit and market s...

3 weeks ago seen See more...

CLIENT SERVICES MANAGER | INNER CITY | $90K SUPER

Roc Consulting

Brisbane, QLD

The firm provides their clients with a wide variety of high quality financial services. The firm has invested heavily in their culture and provide their team with amazing perks.POSITIONDue to strong growth, the position of Client...

4 weeks ago seen See more...

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