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Client Services Manager

at Daley

This is a Full time job

Wollongong, Wollongong, Illawarra & South Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Friendly & supportive team environment
  • Opportunity to grow your financial planning career
  • Be mentored by senior advisors in the firm
Apply your experience in leading our Client Service team to achieve financial planning objectives, whilst providing excellent client service
This is a featured job
Featured

Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Progression - Growth opportunities available across the business!
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
Listed one day ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office.
1d ago
Listed one day ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Growing business | Great team culture | Some WFH available.
  • Larger multi-faceted practice | Growth & development | Fast Paced
  • Implementation Focus | Fun team environment | Immediate Start
Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.
1d ago
Listed eight days ago

Client Services Manager

at Daley

This is a Full time job

Wollongong, Wollongong, Illawarra & South Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Friendly & supportive team environment
  • Opportunity to grow your financial planning career
  • Be mentored by senior advisors in the firm
Apply your experience in leading our Client Service team to achieve financial planning objectives, whilst providing excellent client service
8d ago
Listed one day ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
1d ago
Listed two days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$80k - $90k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Well-resourced support team | Established Business | High employee retention!
  • Interesting clients, variety in the strategies and work with clients directly |
  • Good culture, supportive, flexible working and optimistic outlook
Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.
2d ago
Listed six days ago

Client Services Manager

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 65000 - 85000 per annum
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a vibrant team dedicated to exceeding client expectations.
  • Make a real impact by nurturing client relationships.
  • A forward-thinking company committed to your professional development.
A dynamic and forward-thinking firm specialising in Retiree and Pension Planning, with a commitment to excellence.
6d ago
Listed seven hours ago

Bullion Operations Manager

at Acworth Recruitment

This is a Full time job

Brisbane QLD
subClassification: Management
Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Bring your well-rounded Hands-On LEADERSHIP capability within the Finance Sector
  • Manage and grow a team of 8 to deliver Customer Service Excellence
  • Be part of the Leadership TEAM in a 50 yr old market leader & product innovator
Be responsible for the management of Customer Service Reps, Inventory Manager & Reception, and maximise commercial outcomes
7h ago
Listed twenty eight days ago

Client Services Manager

at Private Advertiser

This is a Full time job

Sydney NSW
$75,000 – $90,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
Be part of our dynamic financial planning business. Lead operational efficiency, prioritize customer service, and foster a positive team environment.
28d ago
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