Client Service Manager

2 days ago

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 Business**:
Eclipse Wealth Management can trace their history back over 30 years. At the core of their business is the belief that successful relationships are borne out of a sense of mutual values, trust & stability. They build personal, long-term relationships with their clients to ensure they can support them in making the most out of their lives.

**The Role**:
This is a full-time, permanent opportunity for an experienced Client Service Manager. As a key addition to their busy team, you will be responsible for supporting the business in both an administrative and account management/client relationship capacity.

**Key responsibilities include, but are not limited to**:

- Stakeholder liaison - able to build relationships with clients and suppliers;
- Timely drafting of client portfolio reviews;
- Assisting with existing client reviews, including scheduling meetings, pre-review preparation and assisting with the production of Statements of Advice;
- Following up and completing all administration associated with the implementation of advice;
- Database management;
- Attend to client enquiries quickly and efficiently;
- Update and maintain client information held in Xplan;
- Prepare and maintain client files;
- Basic Paraplanning.

**Your skills & experience**:

- Proven experience in a similar position;
- A high level of technical ability and understanding;
- A working knowledge of Microsoft Word, Excel and Outlook;
- Good time management and organisational skills;
- Experience with industry CRM systems and financial planning software i.e Xplan;
- A sound knowledge of insurance needs and products;
- Good communication skills both written and verbal;
- Attention to detail and a high level of accuracy in your work;
- A strong desire to learn (and keep learning) new tasks, knowledge and skills.

Please note, only successful applicants will be contacted.

  • Client Service Manager

    4 days ago

    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:...

  • Client Services Officer

    14 hours ago

    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...

  • Associate, Client Services

    4 days ago

    Adelaide Region SA, Australia CoreLogic Full time

    Job Summary: Join our team of over 5,000 employees globally, who provide the insights through data and next generation technology that help millions of people find, buy and protect the homes they love. From the beginning, CoreLogic has been driven by a single purpose - to innovate and create solutions that solve our clients’ toughest challenges in the...

  • Associate, Client Services

    2 days ago

    Adelaide Region SA, Australia CoreLogic Full time

    Job Summary: Join our team of over 5,000 employees globally, who provide the insights through data and next generation technology that help millions of people find, buy and protect the homes they love. From the beginning, CoreLogic has been driven by a single purpose - to innovate and create solutions that solve our clients’ toughest challenges in the...

  • Client Services Assistant

    14 hours ago

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

    Entry-level administrative role with plenty of growth opportunities! - Welcoming team with great culture - Great CBD location Entry-level role requiring energy and enthusiasm to perform a variety of office-related tasks. Plenty of growth opportunities are available. Friendly team with a great culture. Nexia Edwards Marshall is a firm known for its quality...

  • Client Experience Manager

    1 week ago

    Adelaide Region SA, Australia Nextt Group Pty Ltd Full time

    **Position Description** At Nextt we are passionate about delivering person centred care. Being a leading NDIS provider throughout QLD, NSW, VIC, and SA we are committed to finding highly principled people so we can deliver responsive and creative support to our clients in their everyday lives. We believe everyone deserves to get more out of life and we are...

  • Client Success Manager

    2 weeks ago

    Adelaide Region SA, Australia Intelerad Full time

    Company Description Become part of our growing community of bright, motivated people who are dedicated and inspired by what they do best. Principled, honest, and supremely attentive are qualities that set us apart and guide our decisions, every day. Our creative approach to technology continuously breaks new ground so that our customers can do more.Over the...

  • Client Development Manager

    6 days ago

    Adelaide Region SA, Australia AIA Full time

    At AIA we don’t simply believe in being ‘the best’. We believe in better - because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important part role to play. If you want to make a...

  • Client & Provider Advocacy Officer

    1 week ago

    Adelaide CBD, Australia My Plan Manager Full time

    **Role overview** We are recruiting a Client & Provider Advocacy Officer to redefine service excellence and ensure our clients and disability service providers receive the services they expect from the leading Plan Manager. As an experienced service professional each day will bring a new opportunity to provide quality client-centred service and ensure...

  • Client Services Manager

    2 days ago

    Greater Adelaide SA, Australia Barkuma Full time

    22nd November, 2024 **About the Role** An exciting opportunity has arisen for a permanent full-time Client Services Manager within the Barkuma Commercial Services business unit. Reporting directly to the Production Operations Manager, this pivotal leadership role entails overseeing the Client Services Team and Workplace Trainer. Responsibilities include...