Client Services Manager

2 days ago

Canberra n Capital Territory, Australia Elysium Private Wealth Full time $90,000 - $120,000 per year

Client Services Manager – Part-Time | Canberra-Based | Flexible Hours

Company Description

Elysium Private Wealth is a privately-owned financial advice firm with offices in Sydney and Canberra. True to its name, Elysium is dedicated to helping clients turn lifestyle and financial aspirations into reality by working in close partnership with them. The firm provides tailored strategies and comprehensive financial plans to ensure clients remain on track and have peace of mind regarding their financial future.

Role Description

Elysium Private Wealth is seeking a
Client Services Manager
for a part-time hybrid position based in Canberra, with flexible work-from-home arrangements. The successful candidate will serve as the first point of contact for our valued clients, delivering exceptional service and support.

Key responsibilities include

  • Providing administrative and client service support to a financial adviser, including preparation and management of client documentation
  • Liaising with clients and product providers to ensure timely and accurate communication
  • Assisting with compliance requirements and workflow management across the advice process
  • Managing client enquiries and ensuring a high standard of service delivery throughout the client experience

Core Skills and Experience

  • A minimum of two years' experience as a Client Services Manager within a financial planning firm
  • Proficiency in Xplan, Microsoft Office Suite, and other financial planning software
  • Strong communication and organisational skills
  • Ability to work independently and manage competing priorities

What We Offer

  • Flexible working hours to accommodate your lifestyle
  • Remote work options within the Canberra region
  • Competitive salary package
  • Opportunity to grow within a respected and supportive financial planning firm

  • Service Client Manager

    4 hours ago

    Canberra, n Capital Territory, Australia Shepherd Electrical Full time $80,000 - $120,000 per year

    About UsShepherd is a proudly family-owned and operated electrical contractor based in Canberra. We specialise in delivering complex electrical infrastructure projects and maintaining critical assets across the ACT and surrounding regions. Known for our forward-thinking approach, we embrace innovation, adopt emerging technologies, and consistently deliver...

  • Client Ticketing Services Manager

    3 hours ago

    Canberra, n Capital Territory, Australia TEG Pty Ltd Full time $72,500 - $100,000 per year

    About Ticketek Entertainment GroupTicketek Entertainment Group is a global fan experience company that tickets, promotes and delivers live experiences that are impossible to forget.  In a distracted world where nothing beats real human moments, We make life better liveOur Group includes; our Fan Experience Platform (Ticketek) that sells tickets and provides...

  • Client Manager

    2 weeks ago

    Canberra, n Capital Territory, Australia Aon Full time $80,000 - $120,000 per year

    Flexible hybrid working environmentBe part of an experienced and supportive teamManage, retain, and grow a specialist portfolio of clientsHIA Insurance Services (HIAIS) is a specialist insurance broker, providing insurance products and risk advice to the residential building industry. Formed in 1984, HIAIS is as a joint venture between two leaders in their...

  • Client Success Manager

    2 weeks ago

    Canberra, n Capital Territory, Australia CRE8IVE Full time $60,000 - $100,000 per year

    Location:Canberra, Australian Capital Territory, Australia (On-site)Company:CRE8IVEAbout the RoleWe have an exciting opportunity for a Client Success Manager to join our team at CRE8IVE. This role reports directly to the Client Success Director and is responsible for building strong relationships with clients across the agency, while coordinating internal...

  • Client Lead

    6 days ago

    Canberra, n Capital Territory, Australia NCS Group Australia Full time $120,000 - $180,000 per year

    Company DescriptionAt NCS Australia, we believe in doing technology services better. Our commitment to quality, focus on people, and willingness to challenge traditional thinking set us apart. Our team brings this belief to life by partnering with our clients and communities to make tomorrow together.We are committed to creating an environment that...

  • Service Delivery Manager

    4 days ago

    Canberra, n Capital Territory, Australia efex Full time $80,000 - $120,000 per year

    Ready to lead service excellence and drive client success?At efex, no two days are the same. As a Service Delivery Manager, you'll play a pivotal role in ensuring smooth service delivery across our client base, balancing people, process, and performance. You'll oversee SLAs, manage escalations, and champion a culture of continuous improvement within a...

  • Client Advisors Canberra

    1 week ago

    Canberra, n Capital Territory, Australia Scanlan Theodore Full time $60,000 - $90,000 per year

    About us:Scanlan Theodore is a heritage Australian House - an epitome of elegance and refined sophistication. A House of artisans, luxurious fabrics and human values, it has stayed true to its independent spirit while threading a 40-year heritage of elevated craftmanship.Founded in 1987 by Gary Theodore, the House's long-standing success is tied to a...

  • Client Partner

    6 days ago

    Canberra, n Capital Territory, Australia Telstra Full time $104,000 - $200,000 per year

    We're an iconic Australian brand with a global footprint. Our purpose is to build a connected future so everyone can thrive. We're all about providing the best experience and delivering the best technology on the best network.This includes making Telstra the place you want to work. For you, that means a having career that grows with you and working with a...

  • System Manager

    1 week ago

    Canberra, n Capital Territory, Australia Downer Professional Services Full time $120,000 - $180,000 per year

    Join our Downer Professional Services team and play a key role in delivering complex defence and national security projects that safeguard Australia's future.Downer Professional Services is comprised of two business units, our Technical, Advisory, and Capability consulting practice and Team Downer, a major service partner to Defence. Together, we are a...

  • Senior Client Executive

    4 hours ago

    Canberra, n Capital Territory, Australia LAB3 Full time $120,000 - $180,000 per year

    LAB3 is one of the largest Azure engineering practices in the Australasia region with a focus on Cloud & DevOps, Data, IoT & AI, Modern Workplace, Security, andNetwork services.We have a new opportunity for a Senior Client Executive based in Canberra responsible for developing new client relationships, as well as maximising the potential of existing ones....