Executive Client Solutions Manager
2 weeks ago
DCL Recruitment is seeking a skilled and experienced Senior Client Services Manager to join a highly regarded boutique financial planning business in Dee Why.
Compensation: Above Market Salary (estimated AU$90,000 - AU$110,000 per annum)
About the RoleThe ideal candidate will be responsible for delivering exceptional client services, administration, and support to our clients. This includes liaising with clients, third-party providers, and financial advisers to ensure seamless service delivery.
Key Responsibilities:
- Liaise with clients and third-party providers to deliver professional services
- Support the finalization of statements and records of advice
- Onboard new clients and manage existing client relationships
- Implement advice documents and provide progress updates
- Produce correspondence, reports, and non-advice related support
- Manage client databases
Requirements:
- Minimum 3 years' experience supporting a Financial Adviser
- Experience with AdvisorLogic or similar advice software
- Positive attitude and ability to work as part of a high-functioning team
- Strong interpersonal communication skills
- High attention to detail and accuracy
- Sound understanding of the financial services industry
We offer a cohesive and supportive team environment, flexible working arrangements, and opportunities for growth and development. Our clients are highly valued, and we strive to deliver exceptional service to them.
Benefits:
- Above market salary
- Flexible working arrangements
- Cohesive and supportive team environment
- Opportunities for growth and development
-
Marketing Growth Strategist
1 week ago
Sydney, New South Wales, Australia Client Full timeUnlock Career Growth as a Marketing Growth StrategistWe are seeking an experienced and driven Marketing Growth Strategist to join our team. As a key member of our client-facing team, you will be responsible for developing and executing marketing strategies that drive business growth and profitability.In this role, you will work closely with our clients to...
-
Strategic Client Solutions Executive
2 days ago
Sydney, New South Wales, Australia Consilio LLC Full timeAbout the Role: We are seeking an experienced Strategic Client Solutions Executive to join our team at Consilio LLC. In this role, you will be responsible for protecting existing account revenue and expanding the footprint of business within the account. Main Responsibilities: Serve as the central point of contact for account information, issue escalation...
-
Executive Support Professional
5 days ago
Sydney, New South Wales, Australia Executive Full timeAbout the RoleThe Executive Support Professional will be the key support for the CEO and the Executive Leadership team, ensuring all administrative requirements are delivered to enable the agency to be as productive and efficient as possible. The role is a critical part of agency culture and acts as an ambassador for GroupM.Key Responsibilities:Seamless...
-
Client Solutions Liaison
1 month ago
Sydney, New South Wales, Australia Impel Management Full timeAt Impel Management, we're seeking a skilled Client Solutions Liaison to join our team. As a key member of our client-facing team, you'll be responsible for managing client relationships and overseeing the development of custom product designs that align with our mission of sustainability.Key Responsibilities:Collaborate with clients to understand their...
-
Client Solutions Specialist
2 weeks ago
Sydney, New South Wales, Australia News Corp Australia Full timeJob DescriptionWe are seeking a highly skilled Client Solutions Specialist to join our team at News Corp Australia.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to play a key role in driving integrated partnerships with clients. As a Client Solutions Specialist, you will be responsible for managing and delivering...
-
Client Partnership Executive
2 weeks ago
Sydney, New South Wales, Australia News Corp Australia Full timeWe are seeking an experienced Client Partnership Executive to join our team at News Corp Australia.This is a unique opportunity to drive growth and build lasting client partnerships in a fast-paced environment that encourages individuals to take control of their future and challenge themselves in ever-changing fields.As a Client Partnership Executive, you...
-
Client Solutions Specialist
2 days ago
Sydney, New South Wales, Australia Impel Management Full timeImpel Management is seeking a highly skilled Client Solutions Specialist to join their innovative team.Salary: $65,000 - $80,000 per year.About the RoleThis exciting position involves managing key client accounts and overseeing the development of custom product designs that align with sustainability goals. Key Responsibilities:Collaborate with clients to...
-
Strategic Client Solutions Manager
3 weeks ago
Sydney, New South Wales, Australia Reward Gateway Full timeRole Overview: We are seeking an experienced Enterprise Client Solutions Manager to join our team at Reward Gateway. This role will be responsible for delivering high-quality services to our clients, focusing on their people and business goals. The successful candidate will have a strong track record of developing and maintaining strategic partnerships with...
-
Executive Consultant
2 weeks ago
Sydney, New South Wales, Australia BTI Executive Search Full time**About BTI Executive Search**We are a leading executive search firm, dedicated to providing exceptional recruitment solutions for top-tier clients.The successful candidate will have the opportunity to work with a diverse range of clients across various industries, utilizing their expertise to identify and attract high-calibre talent.We offer a competitive...
-
Executive Leader
3 weeks ago
Sydney, New South Wales, Australia BTI Executive Search Full timeWe are seeking an experienced Executive Leader to join our team as a Consultant. The ideal candidate will have a strong background in management and leadership, with the ability to provide strategic guidance and support to clients.The salary for this role is estimated to be around $120,000 - $150,000 per annum, depending on experience. We offer a competitive...
-
Global Business Strategist
1 week ago
Sydney, New South Wales, Australia Client Full timeAbout UsAt Wavemaker, we strive to help businesses grow and thrive. Our team of experts works collaboratively to develop innovative solutions that meet the unique needs of our clients.
-
Executive Account Manager
1 month ago
Sydney, New South Wales, Australia Arete Executive Full timeAbout the OpportunityWe are seeking a highly motivated and experienced Account Manager to join our team at Arete Executive. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and driving growth within our existing account portfolio.Key...
-
Chief Client Solutions Executive
6 days ago
Sydney, New South Wales, Australia GLG Full timeSenior Management Opportunity at GLGWe are seeking a highly skilled and experienced professional to lead our Public Equity Client Solutions team in Sydney.The ideal candidate will have a strong track record of business growth, excellent communication skills, and the ability to motivate and manage a team of client service professionals.In this role, you will...
-
Client Implementation Manager
6 days ago
Sydney, New South Wales, Australia Cuscal Limited Full time**Job Title:** Client Implementation Manager - Solutions CoordinatorCuscal Limited is a leading provider of payment solutions in Australia. As a Client Implementation Manager - Solutions Coordinator, you will play a crucial role in delivering exceptional client experiences and driving business growth.**Salary:** $120,000 - $150,000 per annum, plus benefits...
-
Senior Client Solutions Manager
4 weeks ago
Sydney, New South Wales, Australia Consilio LLC Full timeJob SummaryThe Senior Client Solutions Manager will be responsible for maintaining and expanding relationships with key clients, driving revenue growth through strategic account management and business development. This role requires a high level of client interaction, relationship building, and business acumen.Key ResponsibilitiesDevelop and execute account...
-
Client Director for Credit Solutions
4 weeks ago
Sydney, New South Wales, Australia Aon Full timeJob Title:Client Director for Credit SolutionsJob Description:As a Client Director for Credit Solutions, you will be responsible for delivering exceptional client service and developing innovative solutions to drive business growth. This role requires a strong understanding of credit products, including trade credit, surety, and structured credit.Key...
-
Executive Assistant Director
2 days ago
Sydney, New South Wales, Australia Executive Full timeCompany OverviewWe are Wavemaker, a leading media agency that believes in positively provoking growth for our clients, people, and partners. With over 250 professionals across six offices in Australia and New Zealand, we strive to shape decisions and experiences through media, content, and technology.As part of GroupM and WPP, the largest media buying...
-
Executive Portfolio Credit Specialist
2 weeks ago
Sydney, New South Wales, Australia BTI Executive Search Full timeWe are seeking a skilled Executive Portfolio Credit Specialist to join our team at BTI Executive Search.The ideal candidate will have expertise in credit portfolio management and be able to provide strategic guidance to clients.Key Responsibilities:Provide expert advice on credit portfolio management strategies.Analyze market trends and assess their impact...
-
Executive Search Consultant
2 days ago
Sydney, New South Wales, Australia BTI Executive Search Full timeCompany Overview:BTI Executive Search is a leading executive search firm providing exceptional recruitment solutions for top-tier clients. Salary:We offer an attractive annual salary of $120,000 to experienced consultants who can deliver results-driven outcomes. Job Description:As an Executive Search Consultant with BTI Executive Search, you will be...
-
Client Partnership Executive
1 week ago
Sydney, New South Wales, Australia News Corp Australia Full timeWe are seeking a talented Client Partnership Executive to join our team at News Corp Australia. As a key member of our Independent Agencies team, you will play a critical role in shaping sales strategies, creating custom solutions, and fostering meaningful relationships with major accounts.This is an exciting opportunity to work with a dynamic and innovative...