Client Manager

15 hours ago

Parramatta, New South Wales, Australia Profusion PAC Pty Ltd Full time $80,000 - $120,000 per year

Job Title: Client Manager

Location: Parramatta, NSW

About

Dedicated to providing expert financial, strategic, and business advisory services to small and medium-sized enterprises across NSW, We pride ourselves on delivering personalized solutions that help our clients grow, manage risk, and achieve long-term success.

Our clients include a diverse range of businesses and professionals, such as:

  • Small to medium businesses across various industries.
  • Professional practices, including medical, legal, and consulting firms.
  • Construction, property developers, and property investors.
  • High net-wealth individuals and family-owned businesses seeking wealth creation and protection strategies.
  • Trades and service businesses, such as electrical, roofing, and manufacturing.

Role Overview:

We are seeking a motivated and client-focused Client Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, understanding their business needs, and ensuring the delivery of high-quality advisory services. This role is pivotal in supporting clients' growth and enhancing their experience with us.

Key Responsibilities:

  • Serve as the primary point of contact for a portfolio of clients, ensuring their needs are understood and met.
  • Build and maintain strong, long-term relationships with clients, fostering trust and confidence.
  • Understand clients' businesses, financials, and strategic goals to provide tailored advice and solutions.
  • Collaborate with internal teams to coordinate the delivery of advisory services.
  • Monitor client satisfaction and proactively address any issues or concerns.
  • Assist in preparing reports, proposals, and presentations for clients.
  • Support business development initiatives by identifying opportunities for additional services or solutions.
  • Keep up to date with industry trends, regulations, and best practices to provide informed advice.

Key Skills and Attributes:

  • Strong relationship management and interpersonal skills.
  • Direct client management experience is required.
  • Excellent communication and presentation skills.
  • Ability to understand complex business and financial information.
  • Problem-solving mindset with a proactive approach.
  • Highly organized with the ability to manage multiple clients and priorities.
  • Experience in business advisory, accounting, finance, or consulting is highly desirable.

  • Qualifications:

  • Tertiary qualifications in business, finance, accounting, or a related field.

  • Professional certifications (e.g., CA, CPA, or similar) are a plus but not required.

Why Join Us:

  • Be part of a team that values people and teamwork.
  • Grow your career with hands-on experience across tax, accounting, and advisory.
  • Work in a supportive, family-friendly environment that recognises your efforts.
  • Take on responsibility and challenges while building your professional skills.
  • Join a firm that invests in your learning and development.
  • Great remuneration and hybrid work options

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