Client Service Manager | $70-80K | Canberra, ACT
vor 1 Woche
Client Service Manager required for a thriving financial advisory practice with mentoring and growth within a national framework. Mature boutique practice in national financial planning firm Mentoring from 2 senior Professionals Learn about financial advice and process Variety, growth and development position This is a great opportunity for an experienced Client Service Manager to become a member of a thriving financial advisory practice with mentoring and growth within a national framework. Grow your knowledge, skills and experience in a successful fast paced and growing practice. The Business With offices nationally and dynamic vision for future advice delivery, the Canberra practice provides financial planning and wealth management services with a focus on guiding Clients towards achieving their ideal financial and lifestyle goals. The business specialises in providing advice to professionals, executives, and business owners through wealth creation and retirement strategies. The Position - Client Service Manager The primary objective of the role is to provide exceptional service and support to the Financial Planners with client relationships, enquiries, client account management, client reviews, and advice implementation. You will also act as a liaison between the clients and the firm ensuring that the clients receive the assistance they need, and their expectations are met. Key Responsibilities: Address and handle client enquiries and concerns effectively Implementation of SOA's/ROA's and client strategies Prepare and handle application forms and comprehensive financial plans Maintain and update client information in the Xplan database Manage the administration and processing of client documents Oversee and schedule client appointments efficiently The Benefits Learn from highly skilled and experienced advisers that offer wide opportunities for learning from their expertise. Gain valuable experience and insights to develop and accelerate your professional development in the financial planning industry. You can benefit from learning about the process and advice involved in financial planning which will provide you with a comprehensive and significant understanding of the industry's best practices and strategies. Be supported with training and advancement opportunities in the national framework. The Person - 'YOU' Ideally you will have a minimum of one years experience in Client Service Manager or similar financial advice industry role plus completion or near completion of post graduate qualifications. The following skills and attributes will be highly regarded: Experience or proficiency in using XPlan is preferred Possession of a degree is preferred Strong desire for continuous learning and personal growth Dedication and passion for pursuing in financial planning career Positive and enthusiastic demeanour Experience in delivering high quality client service Outstanding written and verbal communication abilities A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team Well-organised with meticulous attention to detail Capable of managing multiple tasks and deliver to deadlines An adaptable and flexible nature Possession of strong problem-solving ability Remuneration A competitive salary is on offer and will be based on the individual's qualifications and experience. #J-18808-Ljbffr
-
Field Supervisor, Telecommunications
Vor 3 Tagen
Canberra, Österreich Service Stream Vollzeit# **Primary Location**Canberra, ACTService Stream’s Telecommunications division are currently seeking a Field Supervisor to join our ODM (On-Demand Module) team. Reporting directly to the Regional Delivery Manager, you will be responsible for managing a large portfolio of design & constructions projects, perform site assessment, surveys, provide build...
-
Field Supervisor, Telecommunications
Vor 7 Tagen
Canberra, Österreich Service Stream VollzeitDescription Summary Are you a seasoned leader in NBN infrastructure delivery with a passion for driving operational excellence and contractor performance? ServiceStream is seeking a dynamic Field Supervisor to oversee a large portfolio of NBN ODM Construction projects, lead field teams, and ensure high-quality, compliant delivery across our network builds....
-
Haematology Scientist
vor 3 Wochen
Canberra, Österreich Canberra Health Services VollzeitHaematology Scientist – ACT Pathology Employment Type: Full Time, Permanent Classification: Health Professional Level 2 (PN 20270) Salary: $89,134 – $106,625 (Plus 12% Super) Location: The Canberra Hospital, Garran ACT Section: Haematology Closing Date: 5 December 2025 What We Offer Competitive pay rates and excellent working conditions within a tertiary...
-
CONNOR Store Manager
vor 2 Wochen
Canberra, Österreich Connor Clothing Pty VollzeitCONNOR Store Manager - Canberra Centre, ACT CN-170 CONNOR CANBERRA CENTRE, SHOP EF23 CANBERRA CENTRE, CANBERRA ACT, Australian Capital Territory, Australia Join the Connor Crew and Unlock Your Future! Ready to take your retail career to the next level? Connor is rapidly expanding with 200 stores across Australia and New Zealand, and we want YOU to be part of...
-
Yd. Assistant Store Manager
Vor 7 Tagen
Canberra, Österreich Yd. Pty VollzeitYd. Assistant Store Manager - Canberra, ACT | YD-631 YD CANBERRA DFO 631, FYSHWICK ACT, Australian Capital Territory, Australia | Posted Monday 4 August at 2 : 00 pm Come work atyd.Australia. a leading menswear brand in the retail industry. We are your go-to brand when it comes to keeping up with the latest trends. We deliver affordable, sharp fashion to the...
-
Yd. Assistant Store Manager
vor 2 Wochen
Canberra, Österreich Yd. Pty VollzeitYd. Assistant Store Manager - Canberra, ACT YD-631 YD CANBERRA DFO 631, FYSHWICK ACT, Australian Capital Territory, Australia Posted Monday 4 August 2025 at 2:00 pm Come work atyd. Australia., a leading menswear brand in the retail industry. We are your go-to brand when it comes to keeping up with the latest trends. We deliver affordable, sharp fashion to...
-
General Practitioner
vor 2 Wochen
Canberra, Österreich WAVELENGTH VollzeitCanberra, ACT Summary Join a diverse team in this private billing practice, open 7 days right in the heart of the nation’s capital – Sign-on bonus on offer for long-term doctors! Relocation assistance + retention bonus on offer Open 7 days a week – choose a schedule that suits you! Located only 15 minutes’ drive from Canberra airport Pay rate : Min...
-
Client Services Manager position
vor 1 Woche
Canberra, Österreich Pty Ltd VollzeitWe are thrilled to share that B Lab AANZ is the first region across the B Lab Network to design and launch new standards training specifically for B Consultants, reflecting our commitment to supporting you as trusted partners in expanding the B Corp community and movement in this region. We know this training could not have come soon enough and we thank you...
-
Client Services Manager
Vor 5 Tagen
Canberra, Österreich Canbnb VollzeitCompany Description Canbnb is a Canberra-based short-term accommodation business dedicated to maximizing owners' returns and enhancing guest experiences. Catering to property owners and guests, Canbnb offers a comprehensive range of services including listing optimization, dynamic pricing strategies, professional cleaning, maintenance, and 24/7 customer...
-
Independent Director, Canberra Innovation Network
vor 2 Wochen
Canberra, Österreich ACT Government VollzeitIndependent Director, Canberra Innovation Network (CBRIN) Join to apply for the Independent Director, Canberra Innovation Network (CBRIN) role at ACT Government . Closes: 11 January 2026 Classification: Board/Committee/Council Position No: Canberra Innovation Network (CBRIN) Directorate: Independent Statutory Offices including boards, tribunals and...
