Client Relationship Manager
vor 1 Monat
Full time
Established in 1840, we are Australia's first wellbeing company, delivering health, wealth and care services for our members and the community.
As a social enterprise, we're motivated by our purpose to positively impact the wellbeing of millions.
We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.
For us, Real Wellbeing encompasses the whole experience of life.
It's about feeling supported in your health, connected with your community and empowered to live life on your terms.
Your New Role Looks Like This: Our Client Relationship Managers are responsible for supporting clients that don't have capacity to manage their own financial and legal affairs (financial administration).
Client Relationship Managers work with these clients to understand their individual needs and circle of support and establish an annual budget that meets the needs of a client.
Supported by a Senior Client Relationship Manager, the Client Relationship Manager will also provide updates to State-based tribunals on their client, which may include appearing in personal or virtually.
Key Responsibilities Include: Arrange and attend client meetings and client visitsComplete the annual Client Review process and the annual budget/investment reviewTake responsibility for decisions made on behalf of clients, including ensuring they are in line with Delegation Framework and all relevant SMEs are consulted as part of the decision-making processEffectively manage the end-to-end client relationship and actively support the implementation of processes to ensure key stakeholders associated with the client are engaged appropriately and adequatelyEnsure appropriate structures are implemented to protect client assetsAbout You: Experience working directly with clients, ideally people with a disability or mental illnessStrong VCAT ExperienceExperience working with IT systems and maintaining files and recordsAbility to write clear and coherent reportsSound understanding of financial principles, including investment approaches and asset classesCapacity to acquire knowledge relating to the administration of trusts, and financial administration legislation in all jurisdictionsExceptional communication skills, with the ability to use communication to build relationshipsPrevious experience with client visits (preferred but not essential)What's on Offer: You will enjoy a range of great employee benefits and rewards including:
Competitive salary + bonus programEnjoy additional yearly Well-Being and Community leave days14-week paid parental leave, with equal benefit for both parents PLUS our Bump to BabyEmployee Referral ProgramEmployee Assistance Program - support and assistance for you and your partner at those times in life when you need it mostMaxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.Discounts across the Australian Unity business including Private Health Insurance, General Insurance + moreAvailable access to LinkedIn Learning courses through our great Learning platformAustralian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres Strait Islander descent, culturally and linguistically diverse backgrounds, and mature-aged people.
#J-18808-Ljbffr
-
Relationship Learning Programs Coordinator
vor 2 Monaten
Melbourne, Österreich Relationship Matters VollzeitRelationship Learning Programs CoordinatorLeading family, relationship and counselling organisationPart Time OngoingBased in Melbourne CBDCompetitive salary and access to salary packagingAbout us Relationship Matters is a dynamic, values-based not-for-profit organisation specialising in relationship, family and individual counselling, mediation, and...
-
Client Relationship Manager
vor 2 Wochen
Melbourne, Österreich Buscojobs VollzeitClient Relationship Manager, Bioanalytical Experience RequiredICON plc is a world-leading healthcare intelligence and clinical research organization.We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.We are currently seeking a Client...
-
Client Relationship Manager
vor 3 Monaten
Melbourne, Österreich Lgsuper VollzeitCLIENT RELATIONSHIP MANAGER - South-West NSWAre you a people person with a knack for building relationships?Do you thrive on driving growth and making connections that matter?This thrilling position calls for a strategic mastermind with a zest for growth and relationship-building.You'll need to bring boundless energy and the talent to juggle multiple...
-
Client Relationship Manager
vor 2 Monaten
Melbourne, Österreich International Executive Service Corps VollzeitClient Relationship Manager - CENTREPIECE Location: Melbourne & Olympic ParksJob Code: 651Number of openings: 1We are looking for a Client Relationship and Event Sales expert!About the role As a Client Relationship Manager for Melbourne and Olympic Parks, you will have the chance to develop strong customer relationships, maintain a portfolio of corporate...
-
Client Relationship Manager
vor 3 Monaten
Melbourne, Österreich Flow Power VollzeitEnergy Solutions (Sales & Account Management) Create the renewable energy future, with usProvide exceptional account management to support and grow Commercial & Industrial customer accountsBuild a career pathway in Account Management and Business DevelopmentThe Opportunity The role of the Client Relationship Manager is to create long-term, trusting and...
-
Client Relationship Manager
vor 1 Monat
Melbourne, Österreich Mygwork VollzeitThis job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly. Marsh is seeking candidates for the following position, based in the Melbourne office:Client Relationship ManagerWhat can you expect? An exciting opportunity has become...
-
Client Executive
vor 2 Monaten
Melbourne, Österreich Marsh & Mclennan Companies VollzeitCompany: MercerDescription: Mercer is seeking candidates for the following position based in the Sydney or Melbourne office:Client Executive / Relationship Manager What can you expect? What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible.Our CEO, David Bryant, is dedicated to Mercer...
-
Relationship Account Manager
vor 3 Wochen
Melbourne, Österreich Quinn Allan VollzeitRelationship Account Manager - Energy ClientsIf you are a passionate advocate for the energy sector and the role to support clients with how they utilise their memberships sparks an interest, read on!The OrganisationThey exist to ensure their varied and large membership has access to a range of services. Their mission is to ensure Australia's acceleration to...
-
Family Dispute Resolution Practitioner
vor 1 Monat
Melbourne, Österreich Relationship Matters VollzeitFamily Dispute Resolution Practitioner - (Frankston)DescriptionLeading family, relationship and counselling organisationFrankston LocationCompetitive salary and access to salary packagingAbout us Relationship Matters is a dynamic, values-based not-for-profit organisation specialising in relationship, family and individual counselling, mediation and...
-
Client Executive
vor 2 Monaten
Melbourne, Österreich Marsh & Mclennan Companies VollzeitCompany: MercerDescription:Mercer is seeking candidates for the following position based in the Sydney or Melbourne office:Client Executive / Relationship ManagerWhat can you expect?What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia...
-
Client Relationship Manager, Real Assets
Vor 6 Tagen
Melbourne, Österreich Buscojobs VollzeitA rapidly growing fund administration business is looking for a Client Relationship Manager to work in their Real Assets team based in Jersey.Reporting to the Senior CRM and Associate Director, the successful applicant will administer a limited portfolio of fund structures.Key Responsibilities: Act as the first point of contact for a limited number of fund...
-
Client Relationship Management Specialist
vor 2 Monaten
Melbourne, Österreich Pallas Capital Pty. VollzeitClient Relationship Management SpecialistPosted: 30/10/2024Closing Date: 30/11/2024Job Type: Permanent - Full TimeLocation: MelbourneJob Category: DistributionUnder the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries.Pallas Capital is a debt and...
-
Client Relationship Management Specialist
vor 2 Monaten
Melbourne, Österreich Tideri Jobbörse VollzeitClient Relationship Management Specialist Posted: 30/10/2024 Closing Date: 30/11/2024 Job Type: Permanent - Full Time Location: Melbourne Job Category: Distribution Under the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries.Pallas Capital is a debt and...
-
Client Relationship Management Specialist
vor 2 Monaten
Melbourne, Österreich Pallas Capital Pty. VollzeitClient Relationship Management SpecialistPosted: 30/10/2024Closing Date: 30/11/2024Job Type: Permanent - Full TimeLocation: MelbourneJob Category: DistributionUnder the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries.Pallas Capital is a debt and...
-
Client Relationship Manager
vor 3 Monaten
Melbourne, Österreich Iraimmigration VollzeitAs a Client Service Manager at IRA Immigration, you will play a crucial role in ensuring the delivery of exceptional service to our clients throughout their immigration process.You will be responsible for managing client relationships, addressing inquiries, and overseeing the seamless execution of immigration services.This role demands a strong understanding...
-
Client Relationship Consultant
Vor 6 Tagen
Melbourne, Österreich Buscojobs VollzeitClient Relationship Consultant - January IntakeFull time Permanent, full time positionBased in AdelaideCandidates with WWCC & NDIS clearance preferred (not essential)About us The National Disability Insurance Scheme (NDIS) is the largest Australian social reform since Medicare.It's life-changing for people with disability, but that doesn't mean it's easy to...
-
Marketing & Client Relationship Advisor
vor 4 Wochen
Melbourne, Österreich Mbmpl VollzeitEstablished in 2002, MBM is a national independent Australian-owned property consultancy specialising in Quantity Surveying, Building Consultancy, Tax & Asset Services, PPP Advisory, Infrastructure, Facilities Management Advisory, and Expert Witness Matters.Over the past 20 years, MBM has grown from a small boutique firm into a nationally respected advisor...
-
Quinn Allan | Relationship Account Manager
vor 3 Wochen
Melbourne, Österreich Tideri Jobbörse VollzeitRelationship Account Manager - Energy Clients If you are a passionate advocate for the energy sector and the role to support clients with how they utilise their memberships sparks an interest, read on!The OrganisationThey exist to ensure their varied and large membership has access to a range of services.Their mission is to ensure Australia's acceleration to...
-
Client Relationship Manager
Vor 5 Tagen
Melbourne, Österreich Buscojobs VollzeitClient Relationship Manager - Australia & New Zealand Sydney About us The Financial Times is one of the world's leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide. At the FT, curiosity thrives and ambitious thinking is rewarded.Here, you're given the...
-
Client Relationship Partner
Vor 3 Tagen
Melbourne, Österreich Baptcare VollzeitClient Relationship Partner Full-time –Permanent Doncaster East About Us At Baptcare, we care.Our Mission and Vision are lived through our WE CARE Values: for our residents, customers, clients, partners, and supporters; with the very young through to the very old, the vulnerable, with families through all of life's stages and challenges.Baptcare is a...
