Client Relationship Manager

2 months ago


Perth, Australia IOOF Holdings Full time

**Date**:4 Apr 2024**Location**:Perth, WA, AU, 6000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people
- Excellent opportunity to add value in this influential role
- A huge array of awesome employee benefits and incentives

**T**he opportunity to join our team**
- Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group (SFG) service delivery strategy. The role is primarily responsible for providing professional and administrative support to Private Wealth Advisers and high-quality service to clients. Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm.**Key Responsibilities**:

- Engage with clients, and in many cases be the first point of contact
- Develop long-term rapport with your aligned clients and where appropriate, attend client meetings
- Provide the highest quality pro-active support to clients, Private Wealth Advisers and the Head Client Relationship Manager
- Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports and Statements of Advice, as well as required paperwork and the subsequent management of implementation
- Manage incoming and outgoing client correspondence
- Adhere to our internal client and advice procedures
- Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects

**To be successful in this role you will possess**:

- Ability to develop and maintain personable client relationships
- Ability to operate within a collaborative team environment
- Able to work under pressure and meet timelines
- Excellent verbal and written communication skills
- Excellent attention to detail

**Benefits**
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits

**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._



  • Perth, Australia Insignia Financial Full time

    Client Relationship Manager - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - A huge array of awesome employee benefits and incentives **T** **he opportunity to join our team** Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group...


  • Perth, Western Australia Longreach Recruitment Full time

    Join an industry leader in their field. Suited to an experienced Accounts professional who enjoys building relationshipsThe CompanyOur client is a property management and accounting software offering Virtual Assistant services to their clients.The RoleA rare opportunity has presented for someone to join their growing business and would suit an IT savvy,...


  • Perth, Western Australia Insignia Financial Full time

    Client Relationship Manager Be part of a team and culture that values people Excellent opportunity to add value in this influential role A huge array of awesome employee benefits and incentivesT he opportunity to join our teamBased in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group (SFG) service...


  • Perth, Australia Scottish Pacific Business Finance Full time

    Banking & Finance Client Services We’re on the look out for a Finance professional with a passion for building relationships and delivering solutions to join us. This would be the ideal role for someone who has a strong understanding of SME lending and is looking take the next step in their Finance career. Our Purpose: We are on a big journey at ScotPac...


  • Perth, Western Australia IOOF Holdings Full time

    Date:4 Apr 2024Location:Perth, WA, AU, 6000Employment Type:Permanent Full Time- Be part of a team and culture that values people Excellent opportunity to add value in this influential role A huge array of awesome employee benefits and incentivesThe opportunity to join our team**- Based in Perth, the position of Client Relationship Manager is an essential...


  • Perth, Australia Leidos Airborne Solutions Australia Full time

    Company Description Leidos Airborne Solutions Australia provides aerial surveillance services under contract to the Australian Border Force as the largest civil maritime surveillance operation of its kind in the world, and a search-and rescue capability across nearly 10 percent of the earth's surface under Australian Maritime Safety Authority. **Job...


  • Perth, Western Australia Full House Recruitment Full time

    Our ClientOur client is an established, growing supplier of high end commercial furniture & interior solutions. They are well respected in Perth and are known to be suppliers of high end commercial fit out related furniture and interior products. They are seeking a dynamic client relationship manager to join their commercial sales team in Perth and have this...


  • Perth, Australia Partnered Health Full time

    Location: West Perth - Permanent Full-Time - Offering competitive rates, flexibility, stability, and employee benefits Jobfit Health Group delivers a broad range of occupational healthcare services to thousands of businesses nationally, including pre-employment medical assessments, work fitness assessments, injury management and prevention, drug and alcohol...


  • Perth, Western Australia Longreach Recruitment Full time

    Our client is a property management and accounting software offering on going assistance and account management services to their clients. A rare opportunity has presented for someone to join their growing business and would suit an IT savvy, accounting professional to take on the role of Client Relationship Manager. You will be responsible for onboarding...


  • Perth, Western Australia Partnered Health Full time

    Location: West Perth Permanent Full-Time Offering competitive rates, flexibility, stability, and employee benefitsJobfit Health Group delivers a broad range of occupational healthcare services to thousands of businesses nationally, including pre-employment medical assessments, work fitness assessments, injury management and prevention, drug and alcohol...


  • Perth, Western Australia Longreach Recruitment Pty Full time

    Our client is a property management and accounting software offering on going assistance and account management services to their clients. A rare opportunity has presented for someone to join their growing business and would suit an IT savvy, accounting professional to take on the role of Client Relationship Manager. You will be responsible for onboarding...


  • Perth, Western Australia Cognizant Full time

    What makes Cognizant a unique place to work? The combination of rapid growth and an international and innovative environment This is creating many opportunities for people like YOU — people with an entrepreneurial spirit who want to make a difference in this world.At Cognizant, together with your colleagues from all around the world, you will collaborate...


  • Perth, Australia Equity Trustees Full time

    This role is very client focused and will see you managing a diverse portfolio of compensated clients. As the dedicated Relationship Manager, you will support your clients by ensuring their financial needs are met and overseeing their investment portfolio in collaboration with their financial adviser. In addition, you will communicate with each client...


  • Perth, Western Australia Equity Trustees Full time

    This role is very client focused and will see you managing a diverse portfolio of compensated clients. As the dedicated Relationship Manager, you will support your clients by ensuring their financial needs are met and overseeing their investment portfolio in collaboration with their financial adviser. In addition, you will communicate with each client...


  • Perth, Australia Link Group Full time

    **How will you contribute?** Our assistant relationship managers play a pivotal role in partnering alongside our client relationship managers to ensure the successful delivery of our services to key clients and investors. You will have a talent for understanding and anticipating client’s needs and at times act as a key point of contact. You will have a...


  • Perth, Australia Smartgroup Corporation Ltd Full time

    Client Relationship Manager - Fleet **Why Smartgroup?** Look forward to working with Australia's leading and most trusted provider of Employee Management Services, making the benefits of salary packaging, novated leasing, and fleet management readily available to employers and their employees. Working at Smartgroup offers more than a job. It is a dynamic...


  • Perth, Australia Scottish Pacific Business Finance Full time

    Banking & Finance Client Services We're on the look out for a Client Relationship Officer to join our Perth team and help give our clients every chance of success. This would be the ideal role for someone who has experience in accounts receivable and administration, is customer service orientated and is looking for a change. Our Purpose We are on a big...


  • Perth, Australia ScotPac Full time

    Banking & Finance Client Services We're on the look out for a Client Relationship Officer to join our Perth team and help give our clients every chance of success. This would be the ideal role for someone who has experience in accounts receivable and administration, is customer service orientated and is looking for a change. Our Purpose We are on a big...


  • Perth, Australia Scottish Pacific Business Finance Full time

    Banking & Finance Client Services We're on the look out for a Client Relationship Officer to join our Perth team and help give our clients every chance of success. This would be the ideal role for someone who has experience in accounts receivable and administration, is customer service orientated and is looking for a change. Our Purpose We are on a big...


  • Perth Central Business District, Australia Drake International Full time

    **Drake International - Perth CBD** Drake International is currently looking for a Client Relationship Manager (CRM) to join our high performing office located in Perth CBD. Drake International offers HR solutions for every stage in the employee lifecycle. We are global specialists in the field of human resources, performance improvement, consultative...