Client Services Manager

1 day ago

Adelaide Region SA, Australia Profusion Group Full time

Must have experience supporting financial planners
- Private wealth firm based in Adelaide
- Attractive salary package for a permanent full-time role that offers flexibility to WFH

**Role Overview**

Our client is looking for a client Services Officer to support 2x Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients.

**Duties and Responsibilities**
- Responsible for all areas of customer service, administration and implementation
- Be the first point of contact for clients and assisting with customer inquiries
- Complete necessary documentations to implement SOA's
- Maintain XPLAN database
- Assist in preparing portfolios and reports
- Help with research for the advisers

**Skills and Experience required**:

- Experience working in financial planning space in a CSO or similar role
- Excellent communication skills and polished presentation
- Financial Planning software **Xplan **experience desirable

**What's on Offer**

This rare opportunity within a well-established firm offers an attractive salary, flexibility, variety in your role as well as a positive environment and culture.

  • 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 Administrator

    2 weeks ago

    Adelaide Region SA, Australia HAYS Full time

    New opportunity for experienced Client Service Administrator in an award-winning firm **Your new company** Your new company are a reputable professional services firm centrally located in the Inner Southern suburbs. They provide a range of services tailored to each client and their specific needs. They are now seeking a Client Service Administrator to join...

  • Client Service Officer

    3 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 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

    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

    3 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

    1 day 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 Relationship Consultant

    2 weeks ago

    Adelaide, South Australia My Plan Manager Full time

    OverviewAdd expected salary to your profile for insightsPermanent, 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...

  • Client Relationship Consultant

    2 weeks ago

    Adelaide, South Australia My Plan Manager Full time

    OverviewAdd expected salary to your profile for insightsPermanent, 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...

  • Client Relationship Consultant

    2 weeks ago

    Adelaide, South Australia My Plan Manager Full time

    Overview Add expected salary to your profile for insightsPermanent, full-time position Based in Adelaide Candidates with WWCC & NDIS clearance preferred About us The 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...