Client Services Manager
vor 3 Wochen
Are you an experienced Client Services professional looking to work closely with the Director of a boutique financial planning firm? Join a well‑established and growing practice known for its down‑to‑earth culture, supportive team, and genuine focus on client care. Why You’ll Love This Role Work directly with the Director to support high‑value client relationships Enjoy flexibility with hybrid work arrangements (2 days WFH) Thrive in a fun, inclusive and team‑oriented culture What You’ll Be Doing End‑to‑end implementation of financial advice, including new business and ongoing service Manage client workflows, follow‑ups, and ensure documentation is complete and compliant Prepare client meeting packs and assist with strategy discussions Liaise with clients, product providers, and other stakeholders Maintain client records in Xplan and ensure adherence to internal and regulatory standards What We’re Looking For 3–5+ years of experience in a financial planning client services role Proficiency with Xplan and a solid understanding of advice processes Strong communication skills and a high level of attention to detail Ability to work independently and collaboratively within a small team A proactive and positive approach to client service and team culture Salary is dependent on experience, please send CV's to *****@berrittaconsulting.com.au #J-18808-Ljbffr
-
Client Services Manager
vor 3 Wochen
City of Melbourne, Österreich ACS Property Services VollzeitACS 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 family....
-
Client Service Manager
Vor 5 Tagen
City Of Greater Geraldton, Österreich MIQ Corporate Services VollzeitMiQ Private Wealth is dedicated to being Australia’s most trusted financial services practice. Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust. We value a positive work environment and lead by example, displaying our core values: Sustainable, Progressive,...
-
Client Service Manager
Vor 5 Tagen
City Of Stirling, Österreich Iconic Security Services VollzeitIconic Security Services – West Leederville WA At Iconic Security Services, we’re building a workplace where talented people thrive, feel valued, and lead with confidence. As one of Western Australia’s fastest‑growing security and technology companies, we are committed to fostering a culture that supports diversity, inclusion, and genuine career...
-
Client Services Manager
vor 24 Stunden
City Of Vincent, Österreich Iconic Security Services PTY LTD VollzeitRole Overview We’re looking for a visionary Client Service Manager to join our team. If you are an experienced and results-driven professional with exceptional leadership skills, technical expertise, and a passion for training and developing high-performing teams, we want to hear from you! Application Timeline Interviews will be held between 15th & 23rd...
-
Client Services Manager
vor 2 Wochen
Orange City Council, Österreich MBC Group Services VollzeitTalent Acquisition Partner @ Pursuited | Provisional Psychologist | Futurist Pursuited is a talent matching platform and recruiter where candidates nominate the next step in their careers, and employers headhunt them. Occasionally, we look off-platform for great candidates who are sought after by our clients. Client: MBC Group Services are a dynamic and...
-
Client Services Manager
vor 4 Wochen
City of Brisbane, Österreich Educlean Vollzeit4 days ago Be among the first 25 applicants Direct message the job poster from Educlean Education Cleaning Expert | Leading Educlean with Innovation & Delivering with Excellence Location: Queensland (Hybrid role – travel to school sites required) Salary: $75,000 – $85,000 + vehicle allowance + phone + laptop Educlean is Australia’s only...
-
Client Relationship Manager
vor 1 Tag
City of Brisbane, Österreich Aussies Disability Services Pty Ltd VollzeitA disability service organization is seeking a Client Relationship Manager for a part-time hybrid role based in Brisbane. The position focuses on building strong client relationships, overseeing communications, and ensuring service quality. Ideal candidates will possess strong interpersonal skills and have a commitment to providing personalized care. The...
-
Client Service Manager
vor 3 Wochen
City of Brisbane, Österreich Cartwright Jones VollzeitOur client is a national firm with a close-knit team of passionate professionals dedicated to helping ambitious Australian families take control of their financial future. Known for their tailored strategies, practical advice, and warm approach, they’ve built a reputation for excellence and a workplace where collaboration, growth, and genuine enjoyment go...
-
Growth-Focused Community Partnerships Manager
vor 2 Wochen
City of Brisbane, Österreich My Plan Manager VollzeitA prominent NDIS plan management service provider in Australia seeks a Community Engagement & Partnerships Manager to enhance client relationships and foster growth in a dynamic environment. This role involves developing and implementing strategies to expand the client base while ensuring excellent service delivery and compliance with NDIS regulations. The...
-
Client Relationship Manager
vor 1 Tag
City of Brisbane, Österreich Aussies Disability Services Pty Ltd VollzeitCompany Description Aussies Disability Services (ADS) was founded in 2022 with a commitment to offering comprehensive disability care services tailored to meet client needs. ADS prioritizes a values-based approach, fostering a diverse, inclusive, and supportive work environment. The organization specializes in providing person‑centered disability support...