Client Service Manager

7 days ago

Hawthorn East, Australia SERVCO Solutions Full time

**About Us**

GK Financial Services Group is dedicated to providing the very best financial and investment advice, uniquely tailored to our clients' circumstances. Our Hawthorn East based boutique practice brings together over 48 years of financial planning experience to meet the financial needs of individuals and small to medium enterprises.

An excellent opportunity has arisen for a Client Service Manager / Administration assistant to join a well-established boutique financial planning business based in Hawthorn East. Working closely with the Principal Adviser, you will play an integral role in contributing to the success and growth of GK Financial Services.

Your organisational skills and ability to prioritise and manage workflow will be critical to your success. Additionally, we are looking for a team player who is approachable, personable, and thrives in a positive and collaborative work environment.

**Responsibilities**
- Preparing client review documents and advice documents
- Being the primary point of contact for client enquiries
- Ensuring client files are compliant and up-to-date
- Provide general assistance with the processing of all administration tasks
- Assist and support Principal Adviser in daily administration duties for both new and existing clients

**Pre-requisites, Required attributes**
- Prior experience in a financial planning administration role (essential)
- A strong work ethic, demonstrating efficiency and high productivity
- Exceptional communication skills
- Willingness to stay up-to-date with industry regulations
- Knowledge of superannuation, investment and insurance products

**Job Types**: Full-time, Part-time
Part-time hours: 30 per week

**Salary**: From $50,000.00 per year

Schedule:

- Day shift

Work Location: In person

  • Client Service Administrator

    2 weeks ago

    Hawthorn East, Australia Accru Melbourne Full time

    On the job training and mentoring - May suit experienced administrator seeking part-time or full-time work - May suit someone looking to kick start a career in admin **Why join Accru Melbourne? We offer**: - Strong supportive culture. We value our people! - Work life balance - On the job training and mentoring - Active Social Club with regular social and...

  • Client Services/reception

    2 weeks ago

    Hawthorn, Australia BSPACE Melbourne Full time

    National serviced office company located in Camberwell is recruiting a bright and vibrant Admin and Reception Wiz to join their client services team. An enthusiastic, outgoing and friendly person to meet and greet clients, manage multiple client boardroom bookings, and a professional phone manner is required. You must have outstanding communication and...

  • Service/sales Manager

    3 days ago

    Hawthorn East, Australia O'Shea Plumbing Full time

    About Us O'Shea Plumbing is a family-owned plumbing business with a legacy of trusted service across Melbourne. Known for reliability, transparent pricing, and a commitment to 5-star customer service, we provide a full range of plumbing solutions that enhance comfort, safety, and value for our customers. We’re looking for a driven **Service/Sales...

  • Client Care Representative

    1 day ago

    Hawthorn East, Victoria, Australia Animal Emergency Australia Full time $45,000 - $60,000 per year

    Join Australia's largest employee-owned veterinary groupFitness passport (discounted gym memberships)Pet well-being discount on treatments and productsJoin a passionate and supportive team at Animal Emergency Service (AES), a 24 hour Animal Emergency and Critical Care hospital located in Hawthorn East. Here you'll be the welcoming face for our clients and...

  • Hospitality Services Manager

    2 weeks ago

    Hawthorn East, Australia Benetas Full time

    **Hospitality Services Manager**: - **Hawthorn East**: - **Permanent, Full-time** **What you do matters** - Are you looking for a job that truly makes a difference in the lives of others? Join Benetas and be a part of our missin to help older Victorians live their best lives. - We’re looking for permanent, full-time Hospitality Services Manager to...

  • Service Manager

    5 days ago

    Hawthorn East, Australia Baby Bunting Full time

    Growing Australian business with genuine career opportunities - Paid parental leave - Customer and Team Management **Join the family devoted to families.** Family. It means everything to us. From our very first baby steps as a small Balwyn store in 1979, we've grown to become Australia's largest and best-loved baby retailer. Along the way, we've never lost...

  • Client Service Officer

    1 week ago

    East Maitland, New South Wales, Australia Crest Financial Services Pty Ltd Full time $60,000 - $80,000 per year

    Client Services Officer (CSO)Location: Crest Office (East Maitland / Georgetown)Employment Type: Flexible (Full time or part time to suit study commitments) About the Role – What You'll Actually Be DoingThis role is the operational engine behind our financial advice process. You'll be the first point of contact for clients, making sure everything runs...

  • Client Services Assistant

    1 week ago

    East Perth, Australia Advanced Search Group Full time

    One of WA's most reputable accounting firms - 5* reviews - A firm who encourages you to travel, enjoy life and take leave - Stunning East Perth offices - by the Swan River THE COMPANY Our client is one of Western Australia’s more reputable accounting firms with 5* ratings from more than 80 businesses in Perth. They have been around for more than 15 years...

  • Client Service Officer

    3 days ago

    East Brisbane, Queensland, Australia Hastings Financial Full time $45,000 - $60,000 per year

    About UsHastings Financial is a boutique Financial Planning business located in East Brisbane. We have been operating for over 30 years and pride ourselves on providing a high standard of customer service to our clients.The RoleAs a key member of our team, you will provide essential support to both our team and clients. Your responsibilities will...

  • Service Transition Coordinator

    7 days ago

    Hawthorn East, Australia Scope (Aust) Full time

    **About Scope** Scope’s purpose is to create meaningful opportunities for people with disability to belong and thrive. We support people with physical, intellectual and multiple disabilities to achieve their goals. Scope is a registered provider under the NDIS and delivers a range of services including supported independent living, short term...