Client Service Manager
Vor 2 Tagen
MiQ 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, Accountable, Collaborative, and Genuine. Role Purpose The Client Services Manager will provide clients with exceptional experiences through positive, proactive, and direct interactions and support, whilst delivering vital administrative assistance to Financial Advisers as part of the Advice Delivery framework. This role is central to ensuring seamless client journeys and efficient adviser operations. Key Responsibilities Act as the first point of contact for clients, answering calls and directing enquiries appropriately Liaise with clients and stakeholders to ensure needs are met and communication is consistent Document all client interactions and advice processes in Xplan and Teams Lodge, track, and complete investment and insurance applications Prepare and send quarterly correspondence and financial services guides Accurately complete compliance documents including Fee Disclosure Statements, Service Agreements, and Consent Forms Support monthly review cases and compliance checklists Maintain and update client databases and files to ensure accuracy and compliance Assist with client events, information sessions, and Adviser appointments Prepare and collate documents for Adviser meetings within required timeframes Key Qualifications & Experience Previous experience in client services, administration, or financial services support Strong organisational skills with exceptional attention to detail Excellent communication and interpersonal skills, with confidence in liaising with clients and stakeholders Ability to manage multiple tasks and meet deadlines in a fast‑paced environment Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) Experience with Xplan or similar financial planning software (highly regarded) Knowledge of compliance requirements within financial services (preferred) Demonstrated ability to work collaboratively within a team and provide support during absences Professional presentation and a client‑focused mindset MiQ Core Behaviours Sustainable: Contribute to ongoing high performance and best outcomes while maintaining a safe and sustainable environment. Progressive: Embrace change and seek opportunities for personal and professional growth. Accountable: Take ownership of tasks and projects, delivering high-quality results. Collaborative: Foster a team-oriented mindset, promoting open communication and active listening. Genuine: Build authentic relationships based on trust, honesty, and integrity. Why Join Us? At MiQ Private Wealth, we offer a supportive and dynamic work environment where you can grow both personally and professionally. We are committed to fostering a culture of innovation, collaboration, and excellence. If you are passionate about client service and looking for a challenging and rewarding role, we would love to hear from you. How to Apply Please submit your resume and a cover letter outlining your experience and why you are the ideal candidate for this role. MiQ Private Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr
-
Client Service Officer
Vor 5 Tagen
City of Brisbane, Österreich Queensland Police Service VollzeitJoin to apply for the Client Service Officer role at Queensland Police Service . Looking for a career that makes a real impact on community safety? Join Policelink, a 24/7 contact centre supporting the Queensland Police Service. You’ll manage urgent and non‑urgent enquiries, using your communication, client service, and problem‑solving skills to help...
-
Client Service Officer
Vor 5 Tagen
City of Brisbane, Österreich Queensland Police Service VollzeitLooking for a career that makes a real impact on community safety? Join Policelink, a 24/7 contact centre supporting Queensland Police Service. You'll manage urgent and non-urgent enquiries, using your communication, client service, and problem-solving skills to help keep Queensland safe. With over 2 million contacts annually, every day is different. Be part...
-
Client Services Manager
vor 4 Wochen
City of Brisbane, Österreich Berritta Consulting VollzeitAre 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 Service Manager
Vor 2 Tagen
City of Brisbane, Österreich Mercer Vollzeit2d ago , from Marsh & McLennan Companies MMC We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Brisbane office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Services Manager , you will act as a critical link between our clients,...
-
Client Service Manager
vor 4 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...
-
Client Service Manager
Vor 2 Tagen
City of Brisbane, Österreich Marsh & McLennan Companies VollzeitWe are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Brisbane office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Services Manager , you will act as a critical link between our clients, financial advisors and other support staff...
-
Growth-Focused Community Partnerships Manager
vor 3 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 Services Manager
vor 2 Wochen
City of Brisbane, Österreich Healthcare Australia VollzeitHealthcare Australia (HCA) is Australia's largest specialist healthcare workforce provider. We are a major provider of healthcare services across Australia, including allied health, primary care, recruitment, NDIS, care services, and training. Job Description About the role: We are looking for a proactive and compassionateClient Services Manager to join our...
-
Community Engagement
vor 3 Wochen
City of Brisbane, Österreich My Plan Manager VollzeitWho we are National Disability Support Partners (NDSP) Plan Managers is part of the My Plan Manager Group (MPMG). Our values are grounded in compassion knowledge and innovation delivering plan management services in a fun and trustworthy environment. As an independent and NDIS registered plan manager were here to take the stress out of managing your NDIS...
-
Client Services Manager
vor 4 Wochen
City of Brisbane, Österreich Walker Hill VollzeitJoin the Dream Team! Walker Hill specialises in providing accounting, digital marketing, and financial solutions to our clients to help businesses make it count! About the Role We have an exciting opportunity for a Client Services Manager (Mortgages) to join our growing team of mortgage specialists. In the role, you will deliver a seamless operation by...
