Client Service Manager

1 day ago

Maroochydore, Australia Chandler Macleod Full time

**About the Company**:
Our client is a leading Financial planning firm with a tight knit team. They pride themselves on the great work life balance and team culture. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for your mum and dad clients and retirees who lack strategy to plan and grow their wealth in the most effective way.

Our clients currently have a few other CSMs in the team so you will work with a team and have support around you.

**The Role**:

- Timely and accurate implementation of all advice documents
- Data entry into XPLAN ensuring client records are up to date
- Manage planner's diary, book appointments and preparing for meetings
- Develop and maintain relationships with fund managers and life companies
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client’s superannuation/investments
- Detailed understanding of client portfolio to deliver a detailed response
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Complete adhoc tasks and work on best practice strategies

**Skills & Experience**:

- Must have experience in the Financial Planning Industry
- Hold 2+ years experience as an Adviser Assistant
- Experience with Financial Planning software; XPLAN
- Excellent telephone manner and relationship management skills

  • Client Manager

    5 days ago

    Maroochydore, Australia Aon Corporation Full time

    Posting Description: - Hybrid working arrangement - Work/Life balance - Position will suit someone who is looking to grow their insurance career with the world’s leading insurance broker and risk management firm. **Client Manager Maroochydore** We are seeking a Client Manager to join our Sunshine Coast Team based in Maroochydore, which specialises in...

  • Client Service Officer

    2 weeks ago

    Maroochydore, Queensland, Australia Infocus Wealth Management Full time $60,000 - $80,000 per year

    ABOUT INFOCUSInfocus is a national advisory firm with a proud 31-year history.  We pride ourselves on our excellent team culture, our commitment to quality financial advice and the opportunity we have to make a genuine difference in the lives of our clients.Our National Head Office is uniquely positioned here on Queensland's Sunshine Coast, with our team of...

  • Client Services Officer

    1 day ago

    Maroochydore, Australia Clarke McEwan Accountants and Business Advisors Full time

    **CLIENT SERVICES OFFICER/ADMINISTRATION ASSISTANT** **About the Firm - Clarke McEwan** We are a well-established accounting and business advisory firm that has now entered into the 28th year of operation. We aim to assist our clients with managing every aspect of their business while establishing & maintaining a close one-on-one partnership. We offer a...

  • Building Services Co-Ordinator

    4 days ago

    Maroochydore, Queensland, Australia Queensland Police Service Full time $60,000 - $90,000 per year

    Protective Services Group provides static and mobile security services to state government departments. Our employees are highly motivated, professional members of the Queensland Police Service and provide a valuable service to community safety in State Government buildings and precincts.Our employees are highly motivated, professional members of the...

  • Field Crew

    7 days ago

    Maroochydore, Australia Service Stream Full time

    Primary Location Maroochydore - Sunshine Plaza Job Description Summary We currently have an exciting opportunity for an experienced Field Crew to join Service Stream’s fast-growing Utilities team. About the Role About the Opportunity: Service Stream delivers end-to-end engineering and asset management services to leading utility and energy providers...

  • Client Solutions Specialist

    3 days ago

    Maroochydore, Australia Probe CX Full time

    **Why Probe CX?** - ** Dynamic Environment**:Thrive in a fast-paced and supportive workplace where you can level up your customer service skills. - ** Career Growth**:Start with entry-level calls and progress to increasingly complex tasks, gaining experience and honing your skills. Many of our Team Leaders, Trainers, and Operations Managers began their...

  • Client Success Specialist

    2 weeks ago

    Maroochydore, Queensland, Australia Talent Matters Australia Pty Ltd Full time $80,000 - $90,000 per year

    Client Success Specialist Established and evolving entrepreneurial consulting companyCollaborative team environmentMaroochydore location$80 - $90K + Super (pending experience)Company Overview:Our client is a consultancy and advisory organisation that operates within sport governance, planning and other sectors to better support organisations. They are on a...

  • Customer Service Officer

    4 days ago

    Maroochydore, Queensland, Australia Max Stocks Food Service Full time $60,000 - $90,000 per year

    Who are Max StocksLocally family-owned and operated for over 50 years, Max Stocks provides more than 5000 fresh, frozen, and dry quality food service products to hotels, resorts, supermarkets, restaurants, hospitals, aged care, schools, takeaways, cafes and more. Proudly servicing Queensland communities, Max Stocks employs more than 100 passionate people who...

  • Locksmith / Locksmith Service Manager

    1 week ago

    Maroochydore, Australia LOCKMASTER LOCKSMITHS Full time

    Qualified Locksmith / Locksmith Service Manager position available NOW! - Above award wage & bonus incentive on completion of probation period - Great Team Environment Fantastic opportunity for a motivated, experienced Locksmith to join our well-established, growing Locksmith business based in Maroochydore. Lockmaster Locksmiths have been looking after the...

  • Service Specialist

    2 weeks ago

    Maroochydore, Australia Aon Corporation Full time

    Posting Description: - Hybrid working arrangement - Position will suit someone who is looking to start their insurance career! - Endless career development opportunities within a global company **Service Specialist Maroochydore** We are seeking a Service Specialist to join our high performing National Team, which specialises in the delivery of...