See more Collapse

Client Relationship Manager

2 months ago

Hobart, Australia IOOF Holdings Full time

**Date**:2 Apr 2024**Location**:Hobart, TAS, AU, 7000**Employment Type**:Permanent Full Time- Work for a leading Wealth Management and advice-led organisation
- Join a dynamic team and culture that values its people
- Launch your career in Financial Services

**The Opportunity**
- The Client Relationship Manager (CRM) plays a crucial role in implementing Shadforth's client service delivery strategy. In this role, you will directly engage with clients, fostering and maintaining relationships with both new and existing clients while attending to their queries and requirements. Additionally, you will deliver outstanding service to Private Wealth Advisers (PWA) and members of the Shadforth Advice Team.- This position involves offering administrative support for PWAs, including scheduling client meetings, managing calendars, organising documentation for client reviews, maintaining client records, and handling various administrative tasks. furthermore, you will collaborate with key stakeholders to ensure the timely completion of client-related tasks. If this opportunity aligns with your interests, we encourage you to apply. Secondly, proficiency in Microsoft Office Suite is essential, while previous familiarity with XPLAN software would be advantageous. Lastly, at Shadforth, we prioritise providing exceptional client service. Therefore, a focus on delivering excellence in client service, coupled with strong attention to detail, will enable you to seamlessly transition into this dynamic role.**A snapshot of some of our benefits**
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Insignia Financial Day - an additional leave day

**The Business**
- Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).**To Apply**
- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._

We have other current jobs related to this field that you can find below

  • Client Relationship Manager

    2 months ago

    Hobart, Australia Insignia Financial Full time

    Client Relationship Manager - Work for a leading Wealth Management and advice-led organisation - Join a dynamic team and culture that values its people - Launch your career in Financial Services **The Opportunity** The Client Relationship Manager (CRM) plays a crucial role in implementing Shadforth's client service delivery strategy. In this role, you will...

  • Client Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia Insignia Financial Full time

    Client Relationship Manager Work for a leading Wealth Management and adviceled organisation Join a dynamic team and culture that values its people Launch your career in Financial ServicesThe OpportunityThe Client Relationship Manager (CRM) plays a crucial role in implementing Shadforth's client service delivery strategy. In this role, you will directly...

  • Client Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia IOOF Holdings Full time

    Date:2 Apr 2024Location:Hobart, TAS, AU, 7000Employment Type:Permanent Full Time- Work for a leading Wealth Management and advice-led organisation Join a dynamic team and culture that values its people Launch your career in Financial ServicesThe Opportunity The Client Relationship Manager (CRM) plays a crucial role in implementing Shadforth's client service...

  • Client Manager

    2 months ago

    Hobart, Australia Gallagher Full time

    **About us**: Gallagher Bassett is Australia’s largest Third-Party Administrator (TPA). Our focus is refreshingly simple: we manage risk and claims management services on behalf of insurers, brokers, government bodies and self-insured corporations. We care for our customers, our people, our owners, the community and their future. Gallagher Bassett is a...

  • Client Manager

    1 week ago

    Hobart, Tasmania, Australia Gallagher Full time

    About us:Gallagher Bassett is Australia's largest Third-Party Administrator (TPA).Our focus is refreshingly simple:we manage risk and claims management services on behalf of insurers, brokers, government bodies and self-insured corporations. We care for our customers, our people, our owners, the community and their future. Gallagher Bassett is a wholly owned...

  • Relationship Executive

    1 week ago

    Hobart, Tasmania, Australia Commonwealth Bank Full time

    You are a relationship builder, passionate about nurturing a client base and building new business- We are proud to support Small to Medium sized businesses across the Hobart region to build successful futures- **Manage a key portfolio of SME clientsDo work that matters:Here you'll provide meaningful solutions for an existing portfolio of diversified SME...

  • Aps5 Relationship Manager

    3 weeks ago

    Hobart, Australia SOS Recruitment Australia Full time

    **Web Ref: 17706** Contract until 30/06/2023 | Possibility of Extension | Hobart Location | $49.85 Per Hour plus 10.5% Superannuation | Multiple Positions Available | Baseline Preferred **OVERVIEW** Our Federal Government client is currently seeking multiple experienced Funding and Relationship Manager to join their team at the APS5 level. Within this...

  • Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia Tasmanian Government Full time

    Department of State GrowthTransport and Infrastructure ServicesRoad User ServicesApplications must be submitted by Sunday 12 May, :55 PMPosition details:Applications close: Sunday 12 May, :55 PM AESTAward/Classification:Tasmanian State Service Award General Stream Band 6Salary:- $105,921.00 to $119,801.00 per annumEmployment type: Permanent, flexible,...

  • Aps5 Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia SOS Recruitment Australia Full time

    Web Ref: 17706Contract until 30/06/2023 | Possibility of Extension | Hobart Location | $49.85 Per Hour plus 10.5% Superannuation | Multiple Positions Available | Baseline PreferredOVERVIEWOur Federal Government client is currently seeking multiple experienced Funding and Relationship Manager to join their team at the APS5 level. Within this role you will...

  • Associate Relationship Manager

    3 weeks ago

    Hobart, Australia University of Tasmania Full time

    **Job no**: 499029 **Work type**: Full time **Location**: Hobart **Categories**: Student Services, Strategy **Associate Relationship Manager** - Part time 0.8 FTE, Fixed term position for 12 months - Based in Hobart - We are seeking to appoint an Associate Relationship Manager in the Tasmania Engagement team, part of the Recruitment and Engagement...

  • Associate Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia University of Tasmania Full time

    Job no: 499029Work type: Full timeLocation: HobartCategories: Student Services, StrategyAssociate Relationship Manager Part time 0.8 FTE, Fixed term position for 12 months Based in Hobart We are seeking to appoint an Associate Relationship Manager in the Tasmania Engagement team, part of the Recruitment and Engagement Portfolio.The OpportunityAs part of the...

  • Agribusiness Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia Bendigo and Adelaide Bank Full time

    Agribusiness Relationship Manager - LauncestonYour new role is just a few clicks away.Position description: Agribusiness-Relationship-Manager-Jun23 Rural Bank is proudly part of the Bendigo and Adelaide Bank group, offering a specialist value proposition to Australian farmers. We have a deep understanding of Agriculture and how to assist our customers in...

  • Client Account Manager

    3 weeks ago

    Hobart, Australia Tasmanian Government Full time

    Public Trustee Trustee Services Applications must be submitted by Sunday 03 March, 2024 11:55 PM **Position details**: **Applications close**: - Sunday 3 March, 2024 11:55 PM AEST**Award/Classification**: - Tasmanian State Service Award - General Stream Band 3**Salary**: - $72,605.00 to $78,481.00 per annum**Employment type**: - Permanent,...

  • Client Account Manager

    3 weeks ago

    Hobart, Australia Tasmanian Government Full time

    Public Trustee Trustee Services Applications must be submitted by Monday 11 September, 2023 11:55 PM **Position details**: **Applications close**: - Monday 11 September, 2023 11:55 PM AEST**Award/Classification**: - Tasmanian State Service Award - General Stream Band 3**Salary**: - $70,490.00 to $76,195.00 per annum**Employment type**: - Permanent,...

  • Agribusiness Relationship Manager

    1 week ago

    Hobart, Tasmania, Australia Bendigo and Adelaide Bank Full time

    Your new role is just a few clicks away. Position description: Rural Bank is proudly part of the Bendigo and Adelaide Bank group, offering a specialist value proposition to Australian farmers. We have a deep understanding of Agriculture and how to assist our customers in securing their financial needs to grow their business. Setting the standard for...

  • Relationship Manager

    2 months ago

    Hobart, Australia Tasmanian Government Full time

    Department of State Growth Transport and Infrastructure Services Road User Services Applications must be submitted by Sunday 12 May, 2024 11:55 PM **Position details**: **Applications close**: - Sunday 12 May, 2024 11:55 PM AEST**Award/Classification**: - Tasmanian State Service Award - General Stream Band 6**Salary**: - $105,921.00 to $119,801.00 per...

  • Relationship Manager

    8 hours ago

    Hobart, Australia Tasmanian Government Full time

    Department of State Growth Transport and Infrastructure Services Road User Services Applications must be submitted by Sunday 12 May, 2024 11:55 PM **Position details**: **Applications close**: - Sunday 12 May, 2024 11:55 PM AEST**Award/Classification**: - Tasmanian State Service Award - General Stream Band 6**Salary**: - $105,921.00 to $119,801.00 per...

  • Client Relations Manager

    4 weeks ago

    Hobart, Australia Rehab Management Full time

    Newly created workers comp role for thriving underwritten states - Rapidly growing account means exciting, dynamic work - Voted #1 Best Place To Work 2022 by Australian Financial Review Rehab Management is one of Australia's most recognisable occupational rehabilitation providers with a multi-disciplinary allied health team providing care to people injured...

  • Client Partner

    2 months ago

    Hobart, Australia Tasmanian Government Full time

    Department of Police, Fire and Emergency Management Business and Executive Services People and Culture Applications must be submitted by Wednesday 17 April, 2024 11:55 PM **Position details**: **Applications close**: - Wednesday 17 April, 2024 11:55 PM AEST**Award/Classification**: - Tasmanian State Service Award - General Stream Band 6**Salary**: -...

  • Agribusiness Relationship Manager

    6 days ago

    Hobart, Australia Bendigo and Adelaide Bank Full time

    Agribusiness Relationship Manager - Launceston **Your new role is just a few clicks away.** Position description: Agribusiness-Relationship-Manager-Jun23 (2).pdf Rural Bank is proudly part of the Bendigo and Adelaide Bank group, offering a specialist value proposition to Australian farmers. We have a deep understanding of Agriculture and how to assist our...