Sydney-Based Client Services Manager, Financial Planning

vor 1 Woche

Council of the City of Sydney, Österreich Marsh & McLennan Companies Vollzeit

A global consulting firm is seeking a Client Services Manager in Sydney. This hybrid role requires at least three days a week in the office. Responsibilities include acting as a liaison between clients and advisors, preparing financial documents, and ensuring compliance. Candidates should have a minimum of 2 years in financial planning and proficiency in Xplan and Salesforce. Emphasis on building relationships and enhancing client satisfaction. Positive work culture and development opportunities available.#J-18808-Ljbffr

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    City of Brisbane, Österreich Focus Financial Partners Vollzeit

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    City of Melbourne, Österreich The Andersen Partnership Vollzeit

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    Council of the City of Sydney, Österreich seek.com.au Vollzeit

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    Council of the City of Sydney, Österreich Mercer Vollzeit

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    City of Melbourne, Österreich Advance Financial Planning Vollzeit

    Financial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...

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    City of Melbourne, Österreich seek.com.au Vollzeit

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    Council of the City of Sydney, Österreich Focus Financial Partners Vollzeit

    A leading financial services firm in Australia is seeking a Team Lead for Client Services to manage a team delivering exceptional support to clients and advisers. You will enhance operational efficiency and ensure compliance with financial regulations. The ideal candidate has over 3 years of experience in a leadership role within the financial sector. This...

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    City of Melbourne, Österreich Maddern Financial Advisers Vollzeit

    Based in Malvern 3144, Maddern Financial Advisers provide specialised focus and integrated financial advice to small‑medium business owners and successful career professionals. We hold our own AFSL and are a fee‑for‑service business. Our well‑established firm has a great team culture and has won several awards over the years. Our loyal client base is...

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    City of Brisbane, Österreich Focus Financial Partners Vollzeit

    Position Summary Brisbane, Queensland, Australia or Sydney, New South Wales, Australia The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service...