Client Service Manager

20 hours 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 Care Manager

    2 weeks ago


    Hawthorn East, Australia Animal Emergency Australia Full time

    Pet well-being discounts (including discounted treatments and products) - Brand new, purpose-built hospital! - Discounted gym memberships (Fitness Passport) **About Us** Animal Emergency Australia (AEA) is a network of independent emergency hospitals, general practices, veterinary support, and educational services across Australia. At our core, AEA exists...


  • 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...


  • Hawthorn East, Australia Blue Cross Full time

    Competitive Salary - Flexible work life balance - Employee discounts with many top Australian Brands **About the role**: Are you flexible and adaptable? Are you looking for a Client Services role with a difference? As a relief Client Services Manager, you will embrace and share our values of **dignity**, **respect**, **choice**, **integrity**,...


  • 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...


  • 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...


  • Hawthorn, Australia Demant Full time

    **WHO IS AUDIKA** - Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130 countries.- In Australia, Audika...


  • Hawthorn East, Victoria, Australia Scope Aust Full time $104,000 - $130,878 per year

    About ScopeScope'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 accommodation...


  • Hawthorn East, Australia Altius Group Full time

    Leadership opportunity within a respected and growing national business - Diverse and meaningful work across the medico-legal and insurance landscape - Based in Hawthorn East office with some interstate travel **, Clinical Services Manager - Medico-Legal Services** Lead operations, drive growth, and shape quality in a nationally recognised medical services...


  • 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...


  • Hampton East, Australia Arcare Aged Care Full time

    **State Manager Client Service** **Company** Arcare is a proudly family-owned aged care business that now has over 45 residences throughout Victoria, Queensland and New South Wales. Arcare has a relationship focused approach that ensures that the relationships between clients, employees, volunteers and family members are valued. This approach has been...