Client Services Manager
3 days ago
At CDM Partners, we simplify your financial world so you can concentrate on what truly matters. As a leading provider of comprehensive accounting services, our mission is to alleviate the stress and complexity of financial management. Our dedicated team of experts employs advanced tools and strategies to protect your assets, handle financial complexities, and secure your future. From tax preparation and business activity statements (BAS) to financial planning and accounting, we offer personalised solutions that exceed expectations. We are proud to serve a diverse array of businesses and individuals, driving results through our client-focused approach.
This is a full-time on-site role for a Client Services Manager located in Gold Coast, QLD. The Client Services Manager will be responsible for managing client relationships, providing exceptional customer service, and ensuring the successful delivery of our accounting services. Day-to-day tasks include communicating with clients, addressing their inquiries and concerns, overseeing project timelines, and collaborating with internal teams to deliver tailored financial solutions. Additionally, the role involves supervising client accounts and ensuring compliance with relevant regulations and standards.
- Experience in client relationship management and customer service
- Proficiency in financial management, accounting, and tax preparation
- Excellent communication and interpersonal skills
- Strong problem-solving and organizational skills
- Ability to work effectively both independently and as part of a team
- Knowledge of financial regulations and compliance standards
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Previous experience in the accounting or financial services industry is a plus
- Proficiency in using accounting software and tools
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Client Service Manager
5 days ago
Gold Coast, Queensland, Australia At Full timeAdd expected salary to your profile for insightsPosition Description: Client Services ManagerFinancial Planning Practice – Gold Coast, QueenslandPosition OverviewThe Client Services Manager is a pivotal role within our dynamic financial planning practice based on the Gold Coast.This role is responsible for the efficient and professional management of...
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Client Service Manager
5 days ago
Gold Coast, Queensland, Australia at Full timeAdd expected salary to your profile for insightsPosition Description: Client Services ManagerFinancial Planning Practice – Gold Coast, QueenslandPosition OverviewThe Client Services Manager is a pivotal role within our dynamic financial planning practice based on the Gold Coast. This role is responsible for the efficient and professional management of...
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