Client Relationship Manager

4 weeks ago


Sydney, Australia Charterhouse Full time

Job details

Location: Sydney Salary: $0 - $90000 per annum Job Type: Permanent Discipline: Administration & Office Support
Reference: V-111271 Posted: 6 days ago

Share this job

Job description

1 x Client Relationship Manager

  • Up to 90,000k + Bonus
  • Close knit team
  • Sydney CBD and hybrid flexibility once trained 

 
Our client, a progressive Chartered Accounting firm are seeking a personable and highly motivated Client Relationship Manager.

You will be responsible for providing high quality service to clients and professional support to the client advisers.   

Be part of a team where hard work and dedication are recognised, valued and rewarded.

Key Responsibilities: 

  • Assist with reception and switchboard duties  
  • Administrative and operational duties
  • Arrange client appointments as required   
  • Monitor inbox and calendar of the Client Advisers
  • Maintain document management system and ensure all staff use it correctly   
  • Prepare proposals, engagement letters and correspondence and reports as directed in an accurate and timely manner   
  • Assist with the preparation of monthly invoices as well as review and chase accounts receivable  
  • Management of the lodgement list, ATO debts and payments  
  • Manage corporate compliance, lodgements, forward annual statements and set up tasks and reminders

 
Essential     

  • Minimum 2 years’ experience in a similar role 
  • No formal qualifications are required for this role. However, studies in Business Administration and/or bookkeeping experience would be highly regarded
  • Intermediate / Advanced knowledge of Microsoft Office Suite of products
  • Highly developed relationship-building skills  
  • High attention to detail with superb organisation skills  
  • Knowledge of proposals of ATO, ABN, GST highly regarded    
  • Financial Services industry knowledge will be highly regarded    

How to apply

Click APPLY today If this is the role you are looking for, please apply and we'll be in contact to discuss the role. 

www.charterhouse.com.au



  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentWorking with a leading global firm, the role of a Client Relationship Manager delivers exceptional client service and managing the needs and expectations of clients to ensure maximum revenue potential. This role also focuses on developing and maintaining strong relationships with clients.CRMs are ultimately responsible for...


  • Sydney, Australia Gateway Synergy Recruitment Full time

    Remote position with extensive interstate travel - Highly competitive base salary with annual bonus and car allowance **The Company** **The Position** An exciting opportunity has become available for an experienced Client Relationship Manager to join our client's team in Brisbane. As the Client Relationship Manager you will work closely with the client...


  • Sydney, Australia Are Media Full time

    **Job no**: 499547 **Work type**: permanent full time **Location**: Sydney **Categories**: Marketing **Why Are Direct?** **Who we Are?** On behalf of local and international magazine publishers, Are Direct, expertly manages the distribution and promotion of millions of magazines into over 3,000 retailers throughout Australia and New Zealand. **About...


  • Sydney, Australia Link Group Full time

    About Us:  At MUFG Pension & Market Services, we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors. Role Overview:  As a CRM,...


  • Sydney, New South Wales, Australia Gateway Synergy Recruitment Full time

    Remote position with extensive interstate travel Highly competitive base salary with annual bonus and car allowanceThe CompanyThe PositionAn exciting opportunity has become available for an experienced Client Relationship Manager to join our client's team in Brisbane. As the Client Relationship Manager you will work closely with the client company's...


  • Sydney, Australia Ashurst LLP Full time

    **The Opportunity**: Our Client Growth & Innovation team plays an integral part of the Firm's growth strategy driving the development and performance of the Strategic Client Portfolio (Priority Clients Program). A newer pillar within Clients, Markets and Growth function, this department represents a true focus on transformation to the way the firm manages...


  • Sydney, Australia Link Group Full time

    **Overview** The role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited’s (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients. CRMs are ultimately responsible for the...


  • Sydney, New South Wales, Australia Are Media Full time

    Job no: 499547Work type: permanent full timeLocation: SydneyCategories: MarketingWhy Are Direct?Who we Are?On behalf of local and international magazine publishers, Are Direct, expertly manages the distribution and promotion of millions of magazines into over 3,000 retailers throughout Australia and New Zealand.About the Role:The Client Relationship Manager...


  • Sydney, Australia Clarrow Full time

    A award winning B2C Lender is looking for a superstar relationship Manager to join the Sydney team, and assist with maintaining and growing high net worth relationships. within this phone based role, you will your strong relationship skills to truly understand the clients requirements and provide personalised finance solutions, through a combination of...


  • Sydney, Australia Link Group Full time

    **Client Relationship Manager - 12-month Fixed Term Contract** **Overview**: As a Client Relationship Manager (CRM), your role is pivotal in delivering on Link Market Services Limited's (Link) commitment to understanding, anticipating, and managing the needs and expectations of our clients. This 12-month fixed-term contract, covering a period of maternity...


  • Sydney, New South Wales, Australia Apex Group Full time

    Client Relationship ManagerLocation: Sydney, AustraliaDate Posted: Jun 22, 2023DescriptionApex Group is seeking a flexible, full-time Client Services Manager, and the role comes with an attractive salary and benefits package. Do you have Client Advisor or Financial Services experience, and are you looking for a new opportunity in Sydney?As a Client...


  • Sydney, Australia Link Group Full time

    **About Us**: At Link Market Services Limited (Link), we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors. **Role...


  • Sydney, Australia Stellar Recruitment Full time

    **Contract Type**: - Full Time**Location**: - NSW - Sydney - NSW**Industry**: - Sales & Account Management**The Organisation**: Our client is an award-winning integrated facility services organisation who is an innovator and leader within its field. With a clear record of success and sustained growth domestically and internationally, this industry expert...


  • Sydney, Australia Class Super Full time

    A BIT ABOUT US Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together. But it’s not...


  • Sydney, Australia HUB24 Group Full time

    A BIT ABOUT US Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together. But it’s not...


  • Sydney, New South Wales, Australia Link Group Full time

    OverviewThe role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited's (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients.CRMs are ultimately responsible for the premium...


  • Sydney, New South Wales, Australia PeopleScout Careers Full time

    We Champion Fresh Thinking, New Perspectives and Endless PossibilitiesWe are currently on a transformational journey which is positioning us for the next phase in our growth. Looking at every part of our business we're questioning how we better support our clients and teams to be the best they can and continue to exceed expectations.Central to our success...


  • Sydney, New South Wales, Australia Clarrow Full time

    A award winning B2C Lender is looking for a superstar relationship Manager to join the Sydney team, and assist with maintaining and growing high net worth relationships.within this phone based role, you will your strong relationship skills to truly understand the clients requirements and provide personalised finance solutions, through a combination of...


  • Sydney, Australia LRI Invest S.A. Full time

    Apex Group is seeking a flexible, full-time Client Services Manager, and the role comes with an attractive salary and benefits package. Do you have Client Advisor or Financial Services experience, and are you looking for a new opportunity in Sydney? As a Client Relationship Manager, you will act as the client's point of contact for all client queries and...


  • Sydney, Australia Talent International Full time

    australia sydney permanent au$115000 - au$120000 per annumOur Client is an established Wealth Management company currently seeking a skilled Client Relationship Manager to join their team in a full time position. This position offers a challenging but rewarding workplace and opportunity. Working closely with clients and stakeholders. **In this role you...