Client Services Manager

1 week ago


Adelaide Region SA, Australia Profusion Group Full time

Must have experience supporting financial planners
- Private wealth firm based in Adelaide
- Attractive salary package for a permanent full-time role that offers flexibility to WFH

**Role Overview**

Our client is looking for a client Services Officer to support 2x Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients.

**Duties and Responsibilities**
- Responsible for all areas of customer service, administration and implementation
- Be the first point of contact for clients and assisting with customer inquiries
- Complete necessary documentations to implement SOA's
- Maintain XPLAN database
- Assist in preparing portfolios and reports
- Help with research for the advisers

**Skills and Experience required**:

- Experience working in financial planning space in a CSO or similar role
- Excellent communication skills and polished presentation
- Financial Planning software **Xplan **experience desirable

**What's on Offer**

This rare opportunity within a well-established firm offers an attractive salary, flexibility, variety in your role as well as a positive environment and culture.



  • Adelaide Region SA, Australia HAYS Full time

    A commercial cleaning company is seeking an enthusiastic Client Services Manager to join their team. **Your new company** This company is a leading provider of cleaning services and solutions for commercial and food industries. Their vision is to develop lasting client relationships by providing an exceptional customer service. **Your new role** Your main...


  • Adelaide Region SA, Australia ProForce Full time

    Flexible working arrangements - Career progression opportunities - $70k base + Super **About the Company**: Having been around since the 80’s, the client is well established in the market of providing specialist trade credit insurance. With a focus on protecting businesses from bad debts, they have grown their focus over the years into 5 divisions:...


  • Adelaide Region SA, Australia The HRoom Full time

    Are you a quick thinker, adaptable and able to deliver support and solutions in a fast-paced environment? Do you love dealing with people and building strong relationships with others? Do you get satisfaction out of providing excellent customer service and efficient administrative support? If these statements describe you then read on **The...


  • Adelaide Region SA, Australia SULLIVAN Consulting Full time

    Growing small South Australian business - Great team culture and flexible working arrangements - CBD fringe location with on-site parking **Company Overview** **Role Overview** Key responsibilities for this role include: - Liaising with clients to send and receive information and documents, manage meeting bookings, and onboarding clients; - Invoicing and...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high-quality financial services firm - Modern, well-appointed offices with free onsite parking - Full-time or part-time options with flexible hours **About the business** Established in 2008, our client is a reputable, boutique financial planning practice in Norwood, in beautiful, well-appointed offices. The practice is led by an award-winning,...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high quality financial services firm - Modern, well-appointed offices in with onsite parking - Full-time or part-time options with flexible hours **About the business** *** Established in 2008, our client is a reputable, boutique financial planning practice located in Norwood, in beautiful, well-appointed offices. The practice is led by an award...


  • Adelaide Region SA, Australia HAYS Full time

    New opportunity for experienced Client Service Administrator in successful Adelaide Accounting firm. **Your new company** Your new company is a professional services firm centrally located in the heart of the Adelaide CBD. They provide a range of high quality accounting and advisory services tailored to each client and their specific needs. A new...


  • Adelaide Region SA, Australia HAYS Full time

    Seeking experienced Client Service Officer in successful Adelaide Accounting firm **Your new company** Your new company is a professional services firm centrally located in the heart of the Adelaide CBD. They provide a range of high-quality accounting and advisory services tailored to each client and their specific needs. A new opportunity has presented...


  • Adelaide Region SA, Australia Calvary Full time

    Calvary Home Care Client Service Officer - Adelaide Make a difference at one of Australia’s leading health care providers Generous salary packaging benefits, ongoing professional development and supportive team environment Our client services officer plays a key role in liaising with staff, clients and their families and ensuring that our services are...


  • Adelaide Region SA, Australia The HRoom Full time

    Do you have a keen eye for detail and enjoy administration? Have you ever considered a role as a Client Service Administrator within the Financial Planning arena, or are you already an experienced CSA looking for your next challenge? We are looking for an individual who is keen to learn and enjoys providing excellent client service and efficient...


  • Adelaide Region SA, Australia Nexia Australia & New Zealand Full time

    Administrative role with plenty of growth opportunities! - Welcoming team with a great culture - Great CBD location We are seeking a confident and experienced Client Services Assistant to join our team. Part time role (0.7 - 0.8 FTE) requiring energy and enthusiasm to perform a variety of office-related tasks. Plenty of growth opportunities are available....


  • Adelaide Region SA, Australia GJK Facility Services Full time

    **Introduction**: BETTER EXPERIENCES, BETTER OUTCOMES It's an exciting time to be joining GJK Facility Services - we have grown significantly over recent years and are transforming for future growth and opportunities to help our customers and people. We are a leading provider of facility services, committed to provider better experiences and better...


  • Adelaide Region SA, Australia Chandler Macleod Full time

    Chandler Macleod is seeking a highly skilled and motivated Client Services Officer to join our client’s dynamic team. In this role, you will be responsible for preparing client documentation, specifically ROA (Record of Advice) and SOA (Statement of Advice) documents. Key Responsibilities: - Prepare accurate and comprehensive ROA and SOA documents in...


  • Adelaide Region SA, Australia HAYS Full time

    Are you a highly organised and customer-focused professional with experience in client services? **Your new company** My client is a leading provider of within tax, audit, and business advisory. They pride ourselves on delivering exceptional client experiences and providing expert solutions to meet their needs. As a well-established firm, we value...


  • Adelaide Region SA, Australia Federal Court of Australia Full time

    Staff at the Strategic Support Hub report to the Team Leaders Strategic Support Hub and may be located at dispersed locations nationally working with other SSH staff. This position may be required to work in any of the 3 streams of work managed by the Strategic Support Hub (enquiries, document management, and registrar support) with regular role rotation and...


  • Adelaide Region SA, Australia MinterEllison Full time

    **Location**: Adelaide **Contract Type**: Permanent MinterEllison is Australia’s largest law firm and provides legal and consulting services. Purpose is at our core. We create lasting impacts with our clients, our people and our communities. Our teams collaborate and deliver to our Purpose, and consistently work to embed our values into everyday...


  • Adelaide Region SA, Australia GJK Facility Services Full time

    Introduction: BETTER EXPERIENCES, BETTER OUTCOMES It's an exciting time to be joining GJK Facility Services - we have grown significantly over recent years and are transforming for future growth and opportunities to help our customers and people. We are a leading provider of facility services, committed to provider better experiences and better outcomes to...


  • Adelaide Region SA, Australia Calvary Community Care Full time

    Adelaide, SA, Australia Permanent Favourite Make a difference at one of Australia’s leading health care providers Generous salary packaging benefits, ongoing professional development and supportive team environment About the role Our Client Service Officer plays a key role in liaising with staff, clients and their families in ensuring that our...


  • Adelaide Region SA, Australia Cirka Full time

    **Clear the way for your new role!** We have a fantastic opportunity for current Cirka team members who are experienced and skilled in South Australia for our client on a full-time ongoing basis. The role reports to our State Manager SA/NT/WA and is accountable for ensuring cleaning operations and contracted services are delivered in accordance with...


  • Adelaide Region SA, Australia Danny Met Sally Full time

    Attractive Salary & Incentives - Additional Leave Benefits - Career Development Opportunities **About Us** *** Danny Met Sally is a National Premium Disability Service Provider with a difference. We are the fastest growing disability service provider in Australia, - let us tell you why. The philosophy that drives our organisational purpose is to support...