Senior Client Services Professional
1 week ago
We are seeking a highly skilled professional to fill the role of Client Manager. The ideal candidate will be responsible for delivering exceptional end-to-end client experiences, including being the first point of contact. They will coordinate client service needs, prepare financial statements, and provide budgeting, costing, and forecasting services for diverse industries.
The successful candidate will also support the management team in timely delivery, assist junior team members, and provide input for their development. To succeed in this role, they should have a commerce background, at least 5 years of relevant experience in Australia, and a strong understanding of business operations.
- Deliver exceptional end-to-end client experiences
- Coordinate client service needs
- Provide budgeting, costing, and forecasting services
- Prepare and present management reporting and data-driven insights
A successful Client Manager is essential to our vision of growing a trusted ecosystem that delivers clear, consistent value for all. If you are passionate about building stronger futures for our people and creating opportunities for tomorrow's team members, we encourage you to apply.
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Senior Client Services Professional
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Senior Client Service Officer
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Senior Client Service Officer
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Adelaide, South Australia Private Advertiser Full timeAre you an experienced Client Service Officer looking to take the next step in your career?We are seeking a motivated and highly organised Senior Client Service Officer to join our growing Financial Planning team.About the roleIn this role, you will play a key part in supporting our Financial Advisers and ensuring our clients receive an exceptional service...
