Client Services Manager
vor 2 Wochen
Are you looking for a new opportunity or change in the new year? Are you a people person and enjoy helping others achieve their goals? To continue to provide our exceptional support and dedication to our clients, we are seeking a motivated financial planning professional to join our busy client support team. Ongoing support and service of our clients is at the core of our business, and our client services and advice development teams are at the forefront of maintaining those relationships and delivering exceptional service through our review program. M Wealth has an established history (20+ years) in financial services and wealth management. We provide professional financial advice to high‑net‑worth family groups, professionals and individuals. Situated in Norwood, M Wealth is an employer of choice for those seeking to progress their career in financial advice and wealth management. This is a senior position, and you will have the opportunity to interact with and make a meaningful impact on the financial wellbeing of our clients. Additionally, the successful candidate would be responsible for assisting in the training and supervision of our team. The role would suit a talented and experienced Client Services Manager or administrator. This is a full‑time position, and the primary responsibilities include: Senior Client Support: Collaborate with financial advisors to maintain relationships with and provide hi‑end service to a panel of key clients. This would include preparation and processing of client documentation, as well as handling client inquiries and resolving issues. Training and Supervision: Provide training, leadership and supervision to some of our less experienced team members. Administrative Tasks: Maintain organised client files and records, coordinate/participate in client meetings and follow up on required action items. The successful candidate in this role will have: Proven experience as a Client Services Manager, or related role Preferable some experience in a senior role, overseeing other team members Strong understanding of financial planning concepts and regulations Intermediate to advanced Microsoft Excel skills Excellent analytical and problem‑solving skills Effective communication and interpersonal skills Proficiency in financial planning software/tools (X Plan, Worksorted, etc) Professionally presentable and outgoing, ensuring the best impression is maintained with our clients Conscientious, reliable and flexible nature Proficient with Microsoft Office Ability to prioritise and perform multiple tasks with consistency and accuracy Ability to work autonomously as well contribute as a member of a team Excellent verbal, written and interpersonal communication skills. Australian work rights are required for this position. Remuneration will be commensurate with experience and key responsibilities of the role. (range of $75‑$80k). However, this range could be extended for exceptional candidates. Indicate your interest by email to the Licensee/General Manager, Frank O’Shannessy ( ). Please attach your résumé and a cover letter explaining your experience and credentials for consideration. Applications must be made by close of business Tuesday, 12th December, 2025. All expressions of interest will remain confidential. #J-18808-Ljbffr
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Client Services Manager
vor 2 Wochen
Adelaide, Österreich ACS Property Services VollzeitAbout us ACS Property Services is a leading cleaning service provider across Australia, committed to excellence. Founded in 2007, our national footprint now spans 1000+ client sites and employs over 800 staff. Our company values revolve around being customer‑centric, constantly innovating, and fostering a spirit of unity – where we work as one team, one...
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Client Services Manager – Key Account, Hybrid Role
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Adelaide, Österreich ACS Property Services VollzeitA leading cleaning service provider is seeking a Senior Client Services Manager in Adelaide. In this hybrid role, you'll oversee operations for a major client, ensuring high service standards and client satisfaction. Your responsibilities include managing teams, solving issues, and building strong client relationships. Candidates should have 6+ years in...
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Adelaide, Österreich ACS Property Services VollzeitA leading cleaning service provider is seeking a Senior Client Services Manager in Adelaide to oversee client operations, ensuring service excellence and client satisfaction. The role includes managing teams, solving problems, and fostering relationships within a hybrid work environment. Candidates should have 6+ years in client services and leadership...
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