Client Relationship Manager

1 day ago

Parramatta, New South Wales, Australia Investlink Group Pty Ltd Full time $60,000 - $80,000 per year
The Opportunity

We are a well-established financial planning practice based in Parramatta, known for delivering personalised strategies and building long-term relationships with our clients. With a strong reputation for quality advice and client care, we offer a supportive environment where every team member is valued and encouraged to grow.

We are seeking a motivated and detail-oriented Client Relationship Manager (CRM) to join our team. This is a fantastic opportunity to play a key role in the client journey, gain exposure to the financial planning process, and develop your career in a professional and collaborative business.

Benefits
  • Be part of a supportive, friendly, and client-focused team
  • Hands-on role with real impact in helping clients achieve their goals
  • Flexibility around study commitments to support your professional growth
  • Ongoing training and personal development opportunities
  • A chance to learn directly from experienced advisers and build a career in financial services
Key Responsibilities
  • Supporting advisers to implement client strategies with accuracy and care
  • Preparing and maintaining client files, compliance documents, and data entry
  • Liaising with clients and providers to ensure a smooth service experience
  • Assisting with insurance applications, superannuation rollovers, and other client requests
  • Managing day-to-day tasks to keep advice delivery on track
About You
  • An interest in the financial services industry
  • Ideally studying (or completed) a qualification in finance or a related field
  • Familiarity with Xplan (or similar financial planning software) would be a bonus
  • Proficient in Microsoft Office and confident in learning new systems quickly
  • Strong verbal and written communication skills
  • Highly organised, with excellent time management and attention to detail
  • A proactive, "roll up your sleeves" attitude with a commitment to learning and development

  • Client Relationship Consultant

    3 days ago

    Parramatta, New South Wales, Australia Quest Personnel Full time $60,000 - $80,000 per year

    Client Relationship & Recruitment Consultant – ParramattaAbout UsQuest Personnel is a national recruitment company with a strong reputation across logistics, industrial, and professional recruitment. Our Parramatta office is growing, and we are seeking a motivated individual who wants to take the next step in their career.The RoleThis is a unique...

  • Client Services Officer

    7 days ago

    Parramatta, New South Wales, Australia Mane Consulting Full time $90,000 - $120,000 per year

    Join a government organisation that plays a vital role in supporting vulnerable individuals across NSW.Based in Parramatta, this full-time, on-site role offers the chance to make a meaningful impact through customer-focused financial services.This agency provides essential services including estate planning, and financial management, supporting over 47,000...

  • Service Manager

    1 day ago

    Parramatta, New South Wales, Australia Whitebream Australia Full time $80,000 - $120,000 per year

    Service Manager – NDIS Provider | WHITEBREAM AUSTRALIA Location: Sydney-based with regular travel to the Central Coast (2–3 days per week)Employment Type: Full-timeWHITEBREAM AUSTRALIA is a trusted NDIS provider, committed to delivering quality, person-centred support services that empower participants to live fulfilling lives. We are seeking a...

  • Account Manager

    1 day ago

    Parramatta, New South Wales, Australia Searchability® Full time $100,000 - $120,000 per year

    Account ManagerClient Business Relationship Management · IT Solutions Knowledge · Strategic Planning · Sales Growth · Communication · ReviewsSydney-based Managed Service Provider is seeking an Account Manager to strengthen existing client relationships, ensure technology strategies align with business goals, and drive account growth. This full-time,...

  • Customer Success Manager

    2 weeks ago

    Parramatta, New South Wales, Australia Constant Security Services Pty Ltd Full time $90,000 - $120,000 per year

    As a trusted provider of security services with exciting plans for growth, we are on the lookout for a proactive and relationship-driven Customer Success Manager to strengthen our service delivery to clients.About the Role:As Constant's Customer Success Manager, you'll take charge of a large frontline team of security professionals (approximately 60 team...

  • Office Manager

    2 days ago

    Parramatta, New South Wales, Australia Chandler Macleod Full time $60,000 - $80,000 per year

    *PART TIME POSITION*CALLING - Motivated and organised individuals with experience in office management OR reception The Office Manager is responsible for overseeing the daily operations and management of a serviced office facility. This role ensures clients receive outstanding customer service and that the office environment is maintained to a high standard...

  • Business Development Manager

    3 days ago

    Parramatta, New South Wales, Australia Australian Migration Guide Full time $80,000 - $120,000 per year

    Australian Migration Guide is hiring a Full time Business Development Manager role in Parramatta, NSW. Apply now to be part of our team.Job summary:Looking for candidates available to work:Monday: Morning, Afternoon, Evening Tuesday: Morning, Afternoon, Evening Wednesday: Morning, Afternoon, Evening Thursday: Morning, Afternoon, Evening Friday:...

  • Event Manager

    1 week ago

    Parramatta, New South Wales, Australia Whizdom Full time $90,000 - $120,000 per year

    Communications & Events ManagerAbout the client:Our client exists to build and maintain a cohesive and harmonious society that enriches the lives of all people in NSW. The work is guided by the NSW Act 2000, which establishes our client as the lead NSW Government agency for promoting principles of inclusion and resolving issues relating to cultural...

  • Business Development Manager

    5 days ago

    Parramatta, New South Wales, Australia SuperCare Full time $80,000 - $120,000 per year

    Are you a highly motivated sales professional with a passion for building strong business relationships? Do you thrive in a fast-paced environment where your efforts directly contribute to business growth? If so, we want you on our teamABOUT USWe are a purpose-driven service company committed to assisting individuals through one of life's most challenging...

  • Business Development Manager

    3 days ago

    Parramatta, New South Wales, Australia people2people Full time $100,000 - $150,000 per year

    We're seeking a proactive and relationship-focusedBusiness Development Managerto drive new client acquisition and strategic growth for a well-established, purpose-driven organisation.You'll play a pivotal role in building partnerships, identifying opportunities in new markets, and delivering tailored business solutions that meet the needs of a diverse client...