Client Service Manager

13 hours 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 Relationship Consultant

    4 days ago

    Adelaide, South Australia My Plan Manager Full time $60,000 - $90,000 per year

    Client Relationship Consultant (multiple positions)Permanent, full-time positionBased in AdelaideCandidates with WWCC & NDIS clearance preferredAbout usThe National Disability Insurance Scheme (NDIS) is the largest Australian social reform since Medicare. It's life changing for people with disability… but that doesn't mean it's easy to navigate. And that's...

  • Client Services Manager

    1 week ago

    Adelaide Region SA, Australia Stream Consulting Group Full time

    **Company** Specialists in fintech services, this is a business with over 50 years of history that has gone from strength to strength in recent years, growing to become a well-known brand across the ANZ region. They boast a strong brand name and have office locations in every major Australian city, employing over 200 members of staff, with extremely high...

  • Client Service Officer

    4 days ago

    Adelaide Region SA, Australia National Credit Insurance Full time

    Adelaide - Great Working Environment - Career Development and Training For over 35 years NCI has been Australia's leading provider of trade credit solutions. With branches around the Asia Pacific region, we are continually striving to better our clients's business practices, as their business is central to what we do. NCI is owned and backed by Steadfast...

  • Client Services Officer

    1 week ago

    Adelaide Region SA, Australia Medical Insurance Group Australia (MIGA) Full time

    **About our business** With a history spanning 120 years, we are proud and passionate about the service and support we provide to our clients. As a leading, national medical indemnity insurer to the healthcare profession, we play a significant role in protecting and supporting our clients in their practice of medicine. MIGA provides insurance protection...

  • Client Service Associate

    4 days ago

    Adelaide Region SA, Australia Profusion Group Full time

    Exciting opportunity with highly regarded Banking and Financial Services company - Be a part of a high performing, dynamic team - Attractive salary up to 90k + super (negotiable based on exp) - Clear progression pathway and career opportunities **Responsibilities**: In this role, you will provide high quality support to established Private Bankers and...

  • Client Services Assistant

    2 days ago

    Adelaide Region SA, Australia MinterEllison Full time

    **Location**: Adelaide **Contract Type**: Permanent MinterEllison is Australia’s largest law firm and provides legal and consulting services. Purpose is at our core. We create lasting impacts with our clients, our people and our communities. Our teams collaborate and deliver to our Purpose, and consistently work to embed our values into everyday...

  • Client Manager

    2 weeks ago

    Adelaide Region SA, Australia ABN Australia Full time

    A key role in the delivery and management of client services - Lead a team of talented professionals - Grow your career as we grow the business together **WE SUPPORT FLEXIBLE AND REMOTE WORKING ARRANGEMENTS** **About Us** ABN Australia has been providing business registration and compliance services to both domestic and international customers for over 40...

  • Client Services Officer

    2 days ago

    Adelaide Region SA, Australia HAYS Full time

    Potential for part-time hours negotiable **Your new company** Your new company is an accounting and financial planning firm based in the CBD seeking a permanent Client Services Officer to join their accounting team. **Your new role** Your new role as Client Services Officer will be responsible for duties not limited to: - Database management - Updating...

  • Associate, Client Services

    1 week 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 & 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...