Client Service Manager

5 months ago


Charlestown, Australia Chandler Macleod Full time

**About the Company**:
We are looking for an adviser assistant to support two financial advisers. Our clients have a national presence with over 13 offices across Australia. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. They are passionate about providing great client service, with high value and high touch focus. This is an ideal position for you if you enjoy supporting advisers or if you are looking for career progression into an adviser in the future

**The Role**:

- Working with Financial Planners on strategy development and research for clients
- Provide financial advisers with technical support within a changing legislative landscape
- Manage and respond to client queries within specific time frames
- Preparation and implementation of statements of Advice (SOA) and Records of Advice (ROA)
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Maintain client interactions, files and database records (XPLAN)
- Work collaboratively in a team to improve various business processes

**Skills & Experience**:

- Must have experience in the Financial Planning Industry supporting a Financial Advisor
- XPLAN experience preferred
- Strong attention to detail
- Excellent written and verbal communication skills
- Ability to work autonomously and as part of a team
- Must have a can-do attitude


  • Social Worker

    5 months ago


    Charlestown, Australia Allambi Care Full time

    **Position Objective** The Client and Family Service Specialist will work in partnership with families in the community to identify strengths, mitigate risk factors, increase capacity for resilience and promote positive family relationships. The main areas of work are: - Family Violence - Drug and Alcohol - Impacts of Trauma - Building Attachment -...


  • Charlestown, New South Wales, Australia PRP Diagnostic Imaging Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team at PRP Diagnostic Imaging. As a key member of our contact centre, you will play a vital role in providing exceptional customer service to our patients and clients.About UsPRP Diagnostic Imaging is a leading provider of imaging services across Sydney, Illawarra, Central...


  • Charlestown, Australia deVere Australia Group Pty Ltd Full time

    **For this role you must be willing to commute to Charlestown, Newcastle daily where our office is based. This is not a remote role.** **ABOUT US** deVere Australia is part of deVere Group, a world-leading financial advisory organization with over 80,000 clients in more than 100 different countries - and in excess of $10 billion under advice and...


  • Charlestown, New South Wales, Australia Allambi Care Full time

    Job SummaryWe are seeking a highly motivated and dedicated individual to join our Fostering and Permanency team as a Social Services Coordinator. In this role, you will be responsible for providing case management services to children and families, including developing and implementing case plans, conducting case reviews, and providing support to carer...


  • Charlestown, New South Wales, Australia Allambi Care Full time

    Job DescriptionAt Allambi Care, we are seeking a dedicated and compassionate Case Worker to join our Fostering and Permanency team.The successful candidate will be responsible for providing high-quality support to children and young people in care, as well as their carer families. This will involve:Main ResponsibilitiesMaintaining accurate and up-to-date...


  • Charlestown, Australia Allambi Care Full time

    **Our Outreach team is looking for a Case Worker with in our Specialist Homelessness Services department.** **Main Duties and Responsibilities**: Client support - Provide support to clientele in non-judgmental and therapeutic manner. - Respond to crisis in the most therapeutic and professional manner possible. - Ensure preparedness and awareness of the...

  • Store Manager

    1 month ago


    Charlestown, New South Wales, Australia Frontline Retail Northern NSW Full time

    About Our ClientFrontline Retail Northern NSW is a premier fashion retailer renowned for offering the latest trends in women's clothing and accessories. Our client embodies a vibrant and dynamic atmosphere, committed to delivering unparalleled customer service and staying at the forefront of fashion trends.We pride ourselves on curating a diverse range of...


  • Charlestown, New South Wales, Australia Hewlett Packard Full time

    Position Title: Managed Services Delivery ArchitectThis position is structured as a 'Hybrid' role, with an expectation of working approximately 2-3 days per week from an HPE office.About Us:Hewlett Packard Enterprise stands as a leading global edge-to-cloud organization, transforming the way individuals engage with technology. We empower businesses to...


  • Charlestown, New South Wales, Australia Hewlett Packard Full time

    Position Title: Managed Services Delivery ArchitectWork Arrangement: This position is designated as 'Hybrid', with an expectation of working approximately 2-3 days per week from an HPE office.About Us:Hewlett Packard Enterprise stands as a leading global edge-to-cloud organization, transforming the way individuals and businesses operate. We empower...


  • Charlestown, New South Wales, Australia Hewlett Packard Full time

    Job Title: Managed Services Delivery ArchitectJob Summary:We are seeking a highly skilled Managed Services Delivery Architect to join our team. As a key member of our high-level technical team, you will serve as an Architect focused on guiding and overseeing technical aspects during solution, transition, and delivery phases.Key Responsibilities:Collaborate...


  • Charlestown, New South Wales, Australia Hewlett Packard Full time

    Job Title: Managed Services Delivery ArchitectJob Summary:We are seeking a highly skilled Managed Services Delivery Architect to join our team at Hewlett Packard Enterprise. As a key member of our high-level technical team, you will serve as an Architect focused on guiding and overseeing technical aspects during solution, transition, and delivery phases.Key...


  • Charlestown, New South Wales, Australia Hewlett Packard Full time

    Job Title: Managed Services Delivery ArchitectJob Summary:We are seeking a highly skilled Managed Services Delivery Architect to join our team at Hewlett Packard Enterprise. As a key member of our high-level technical team, you will serve as an Architect focused on guiding and overseeing technical aspects during solution, transition, and delivery phases.Key...

  • Store Manager

    1 month ago


    Charlestown, New South Wales, Australia Frontline Retail Northern NSW Full time

    About Our ClientOur Client is a renowned fashion retailer that offers the latest trends in women's clothing and accessories. They pride themselves on curating a diverse range of stylish and on-trend selections that cater to the modern woman's lifestyle.With a vibrant and dynamic atmosphere, they are committed to delivering unparalleled customer service and...


  • Charlestown, New South Wales, Australia Hewlett Packard Full time

    Job Title: Managed Services Delivery ArchitectThis role has been designed as 'Hybrid' with an expectation that you will work on average 2-3 days per week from an HPE office.About Us:Hewlett Packard Enterprise is a global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and...

  • Case Manager

    3 weeks ago


    Charlestown, New South Wales, Australia Allambi Care Full time

    Job DescriptionAt Allambi Care, we are seeking a highly motivated and dedicated individual to join our Fostering and Permanency team as a Case Manager. This is an exciting opportunity to make a positive impact on the lives of children and young people in care.Key Responsibilities:Maintain accurate and up-to-date client records and case management systems in...

  • Case Manager

    4 weeks ago


    Charlestown, New South Wales, Australia Allambi Care Full time

    About the RoleWe are seeking a highly motivated and dedicated individual to join our Fostering and Permanency team as a Case Worker. As a key member of our team, you will be responsible for providing high-quality support to children and young people in care, as well as their carer families.Main ResponsibilitiesMaintain accurate and up-to-date client records...

  • Case Manager

    3 weeks ago


    Charlestown, New South Wales, Australia Allambi Care Full time

    Job DescriptionWe are seeking a highly motivated and dedicated individual to join our Fostering and Permanency team at Allambi Care.Main ResponsibilitiesThe successful candidate will be responsible for:Maintaining client records and case management systems according to policies, procedures, and legislation.Checking and responding to correspondence in a...


  • Charlestown, New South Wales, Australia Frontline Retail Northern NSW Full time

    Store Manager Job DescriptionAbout Our Client:Our client is a well-established fashion retailer known for its extensive range of stylish clothing and accessories for women. With a focus on delivering exceptional customer service, they strive to create a vibrant and engaging shopping experience.As a leading fashion brand, our client is committed to staying at...

  • Case Manager

    3 weeks ago


    Charlestown, New South Wales, Australia Allambi Care Full time

    Job DescriptionAllambi Care is seeking a dedicated and motivated individual to join our Fostering and Permanency team as a Case Manager. As a Case Manager, you will be responsible for providing support to children and young people in care, as well as their carer families.Main ResponsibilitiesMaintain client records and case management system according to...

  • Case Worker

    6 days ago


    Charlestown, New South Wales, Australia Allambi Care Full time

    About the RoleAllambi Care is seeking a dedicated and compassionate individual to join our Fostering and Permanency team as a Case Worker. In this role, you will have the opportunity to make a meaningful difference in the lives of children and young people in care.Key ResponsibilitiesMaintain and update accurate and comprehensive client records and case...