Senior Client Service Manager
Vor 5 Tagen
Senior Client Services Manager About the Role We are seeking a proactive and highly organised Senior Client Services Manager to step into a key support role within an accounting and financial planning business. This position will work closely with advisers and the administration team to ensure smooth workflow, excellent client experience, and consistent advice delivery. This is a great opportunity for someone who is a genuine self-starter, confident managing client services, and comfortable managing workflows, and adviser support. Key Responsibilities Oversee and mentor the administration team Manage the adviser client list and maintain high service standards Handle advice support and ongoing client service tasks Diary management Prepare and coordinate documentation, meetings, and follow-ups Liaise with internal team members and third party providers Contribute to a collaborative and positive team environment About You Strong experience in financial planning administration or client service Excellent communication, workflow management, and problem-solving skills Ability to thrive in a busy, collaborative environment A strong team player Proficient with Xplan What's on offer Competitive salary Health & wellness allowance WFH flexibility Supportive team culture and career development opportunities Click on the ‘APPLY’ button or contact Shauna on 9*** or email ***************@profusiongroup.com We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. #J-18808-Ljbffr
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Senior Manager
vor 1 Tag
City of Melbourne, Österreich Infosys VollzeitJob Description Infosys is a global leader in next-generation digital services and consulting. We enable clients in 56+ countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the...
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Senior Client Service Manager
vor 3 Wochen
City of Melbourne, Österreich Your Creative VollzeitSenior Client Services Manager – Maternity Leave Cover (12 month contract) Location: Melbourne, Victoria, Australia | Salary: A$90,000.00 – A$95,000.00 Hey there! We’re an independent, impact‑led creative agency looking for a fabulous Senior Client Service Manager to lead the delivery of creative, brand, and digital projects across our studio. This...
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Senior Client Account Manager
vor 3 Wochen
City of Launceston, Österreich Service Tasmania VollzeitMajor Functions Manage a caseload of files with a high degree of complexity, ensuring that files are managed effectively in accordance with relevant legislation, procedural guidelines and client instructions. Exercise a high level formal delegation and discretion in relation to the management of client files. Engage in proactive client service and...
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Senior Client Services Manager – Remote
Vor 5 Tagen
City of Melbourne, Österreich Profusion Group VollzeitA financial services firm is seeking a proactive Senior Client Services Manager to ensure excellent client experience and smooth workflow. You will oversee the administration team and maintain high service standards while managing advisor support tasks. The ideal candidate has strong experience in financial planning administration, communication, and...
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City of Melbourne, Österreich Xprt Dev VollzeitA mid-tier accounting firm in Melbourne seeks a Business Services Manager/Senior Manager. The candidate will manage a diverse portfolio of clients, lead a team of accountants, and provide expert tax planning and advisory services. Candidates should have at least 6 years of experience in business services, excellent communication skills, and a passion for...
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Client Services Manager
Vor 5 Tagen
City of Melbourne, Österreich Down Syndrome Sa VollzeitAbout Us For over 75 years, Orana has been transforming lives. As a leading not-for-profit, we empower over 650 South Australians with disabilities to live meaningful, independent lives. Through innovative NDIS support services—including supported employment, housing, training, and community engagement—we create lasting, positive change. The Opportunity...
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Senior Client Growth Manager
vor 2 Wochen
City of Melbourne, Österreich Ampersand VollzeitOverview Join to apply for the Senior Client Growth Manager role at Ampersand.A leading professional services firm is seeking an experienced Senior Client Development professional to play a pivotal role in advancing its client-focused strategy. Sydney, Brisbane or Melbourne location Join a high-performing team and help shape the approach to client...
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Client Service Manager
Vor 5 Tagen
City of Melbourne, Österreich Northern Trust VollzeitAbout Northern Trust Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles...
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Private Client Services Manager – Senior Manager
vor 3 Wochen
City of Melbourne, Österreich at VollzeitA leading professional services firm in Australia is looking for Managers and Senior Managers for its Private Clients practice. Candidates should possess strategic thinking, collaborative skills, and a strong commercial acumen. The role involves leading teams, delivering results using top technology, and building client relationships. Join a firm dedicated...
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Senior Client Service Manager
Vor 3 Tagen
Council of the City of Sydney, Österreich Macquarie Group VollzeitJoin to apply for the Senior Client Service Manager role at Macquarie Group . Join our specialist Wealth division that offers market‑leading integrated wealth solutions for advisers and their clients. Leading a Client Service team that operates as the primary point of contact for financial advisers using the Macquarie Wrap platform. At Macquarie, our...
