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Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed four days ago

Client Services Manager

at SA Wealth Group

This is a Full time job

Adelaide SA
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eleven days ago

Client Services Manager

at Cadence Recruitment

This is a Full time job

Adelaide SA
$70,000 – $85,000 per year
  • Business Owners who are empathetic and caring
  • Parking provided - Rare for a city based role
  • Long standing staff members - become part of a team
  • Business Owners who are empathetic and caring
  • Parking provided - Rare for a city based role
  • Long standing staff members - become part of a team
Work with a boutique Financial Planning firm, with highly ethical values and a strong moral compass. A close knit, family style office environment.
Work with a boutique Financial Planning firm, with highly ethical values and a strong moral compass. A close knit, family style office environment.
Recruited bySimon Winston
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed eight days ago

Client Services Manager

at Small Animal Specialist Hospital

This is a Full time job

Kent Town, Adelaide SA
  • Full-time, permanent, leadership position
  • Manage a dedicated and professional customer facing team
  • Kent Town location
  • Full-time, permanent, leadership position
  • Manage a dedicated and professional customer facing team
  • Kent Town location
Bring your transferrable skills and experience to a fast-growing industry working for a market leader as our Client Services Manager.
Bring your transferrable skills and experience to a fast-growing industry working for a market leader as our Client Services Manager.
subClassification: Management & SupportManagement & Support
classification: Call Centre & Customer Service(Call Centre & Customer Service)
8d ago
8d ago
Listed seven days ago

Client Services Manager (CSM) Financial Planning - Full or Part Time

at The Engaged Space

This is a Full time job

Eastwood, Adelaide SA
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed thirteen days ago

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed ten days ago

Client Services Manager - SIL

at disAbility Living Inc

This is a Full time job

Stepney, Adelaide SA
$123,200-$140,000 includes Super and penalties
  • Strategic leadership development
  • Right balance between autonomy and teamwork
  • Salary packaging up to $15,900 per year.
  • Strategic leadership development
  • Right balance between autonomy and teamwork
  • Salary packaging up to $15,900 per year.
Lead within a great team and company where you can actually make a difference in a person's life!
Lead within a great team and company where you can actually make a difference in a person's life!
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
10d ago
10d ago
Listed twenty three days ago

Client Account Manager

at Life Care
Expiring soon

This is a Full time job

Unley, Adelaide SA(Hybrid)
  • Supportive, team-focused workplace with a strong culture of care and respect
  • Access up to $15,000 in tax-free salary packaging benefits
  • Flexible working arrangements that support work-life balance
  • Supportive, team-focused workplace with a strong culture of care and respect
  • Access up to $15,000 in tax-free salary packaging benefits
  • Flexible working arrangements that support work-life balance
We are seeking a highly organised and people-focused Client Account Manager to join our team.
We are seeking a highly organised and people-focused Client Account Manager to join our team.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
23d ago
23d ago
Listed eleven days ago

Client Manager

at Aon Corporation

This is a Full time job

Adelaide SA(Hybrid)
Attractive salary packaging & bonus opportunit
  • Flexible, hybrid working opportunities
  • Genuine growth potential within the role
  • Take the next step in your insurance career
  • Flexible, hybrid working opportunities
  • Genuine growth potential within the role
  • Take the next step in your insurance career
Lead a client portfolio within our mid-market segment. Contribute to our national growth strategy and the coaching/mentorship of junior staff!
Lead a client portfolio within our mid-market segment. Contribute to our national growth strategy and the coaching/mentorship of junior staff!
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
11d ago
11d ago
Listed four days ago

Client Services Officer

at SA Wealth Group

This is a Full time job

Adelaide SA
Join SA Wealth Group's financial planning team delivering exceptional client support and adviser assistance in a professional environment.
Join SA Wealth Group's financial planning team delivering exceptional client support and adviser assistance in a professional environment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed nine hours ago

Head of Quality Assurance and Client Experience

at Community Business Bureau
Be an early applicant

This is a Full time job

Frewville, Adelaide SA(Hybrid)
  • Strategic and hands-on leadership position in a purpose-driven organisation
  • Lead the continuous improvement of our systems, processes and service delivery
  • Salary Packaging (up to $18,550 of tax-free benefit) to maximise your earnings
  • Strategic and hands-on leadership position in a purpose-driven organisation
  • Lead the continuous improvement of our systems, processes and service delivery
  • Salary Packaging (up to $18,550 of tax-free benefit) to maximise your earnings
This leadership role will be a critical enabler of our new strategic plan, leading our approach to service quality, compliance and client experience.
This leadership role will be a critical enabler of our new strategic plan, leading our approach to service quality, compliance and client experience.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
9h ago
9h ago
Listed one day ago

Client Services Officer (No insurance experience needed)

at NTI Ltd

This is a Full time job

Adelaide SA(Hybrid)
Competitive salary + generous incentive scheme
  • Be part of a close-knit team that celebrates each other’s success
  • Lots of development opportunities at your finger tips including formal study
  • Represent a leading Australian Insurance brand
  • Be part of a close-knit team that celebrates each other’s success
  • Lots of development opportunities at your finger tips including formal study
  • Represent a leading Australian Insurance brand
If you are a naturally people focused person, this is the role for you! Manage existing client relationships and learn the ins and outs of insurance.
If you are a naturally people focused person, this is the role for you! Manage existing client relationships and learn the ins and outs of insurance.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
1d ago
1d ago
Listed twenty one days ago

Client Relationship Manager

at Australian Driving Institute
Immediate start

This is a Full time job

St Marys, Adelaide SA
This role involves dealing with all walks of life from the cleaner to CEO's. There is never a dull moment and we work hard to achive what others cant.
This role involves dealing with all walks of life from the cleaner to CEO's. There is never a dull moment and we work hard to achive what others cant.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
21d ago
21d ago
Listed eleven days ago

Client Service Specialist

at PictureWealth

This is a Full time job

North Adelaide, Adelaide SA(Hybrid)
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed one day ago

Customer Service Manager

at Hallett Group

This is a Full time job

Dry Creek, Adelaide SA
  • Utilise your experience & understanding to lead a customer service team
  • Health & wellbeing support with on-site gym and EAP
  • Growing SA owned & operated business with opportunity to expand your career
  • Utilise your experience & understanding to lead a customer service team
  • Health & wellbeing support with on-site gym and EAP
  • Growing SA owned & operated business with opportunity to expand your career
Lead a high-performing customer service team in a dynamic full-time role with a growing South Australian business.
Lead a high-performing customer service team in a dynamic full-time role with a growing South Australian business.
subClassification: Management & SupportManagement & Support
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed one day ago

Client Executive

at Kennedy Reid

This is a Full time job

Adelaide SA
  • Career progression into Business Development
  • Up to $85k Package + Bonus
  • Adelaide location
  • Career progression into Business Development
  • Up to $85k Package + Bonus
  • Adelaide location
An exciting opportunity is available for a motivated and customer focused individual to join a global insurance brokerage as a Client Executive
An exciting opportunity is available for a motivated and customer focused individual to join a global insurance brokerage as a Client Executive
Recruited byLeilah Stott
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
1d ago
1d ago
Listed ten days ago

Client Relationship Manager - Hospital & Specialist Market

at Australian Clinical Labs

This is a Full time job

Adelaide Airport, Adelaide SA
$130,000 per year
  • Join a National Leader in Pathology Services
  • Opportunities for Advancement
  • Career Growth & Development
  • Join a National Leader in Pathology Services
  • Opportunities for Advancement
  • Career Growth & Development
We’re seeking an ambitious, passionate sales representative—a self-starter who inspires teammates and serves as a trusted advisor to clients.
We’re seeking an ambitious, passionate sales representative—a self-starter who inspires teammates and serves as a trusted advisor to clients.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
10d ago
10d ago
Listed eight days ago

Customer Care Manager

at Bendigo Bank
Expiring soon

This is a Full time job

Adelaide SA(Hybrid)
  • Join the better big bank
  • Be a part of a team the thinks BIG
  • Training and development provided
  • Join the better big bank
  • Be a part of a team the thinks BIG
  • Training and development provided
We are looking for empathetic and supportive individuals/leaders to join our Mortgage help team
We are looking for empathetic and supportive individuals/leaders to join our Mortgage help team
subClassification: CollectionsCollections
classification: Call Centre & Customer Service(Call Centre & Customer Service)
8d ago
8d ago
Listed sixteen days ago

Business Services Manager

at Hays | Accountancy & Finance

This is a Full time job

Adelaide SA
$125k - $140k plus super
  • Adelaide's Largest Independently CA Firm
  • Clear pathway to partnership progression
  • AM ready to step up considered
  • Adelaide's Largest Independently CA Firm
  • Clear pathway to partnership progression
  • AM ready to step up considered
Business Services Manager for Adelaide's Largest Independently Owned Chartered Firm. Join the Best!
Business Services Manager for Adelaide's Largest Independently Owned Chartered Firm. Join the Best!
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory
classification: Accounting(Accounting)
16d ago
16d ago
Listed two days ago

Customer Support Centre Manager

at Resthaven Inc.

This is a Full time job

Adelaide SA
  • Enjoy benefits to enhance your health & wellbeing + your growth and development
  • Salary packaging options, benefit from 6-12% increase in take-home pay
  • Professional development find to further your career + EAP for you & your family
  • Enjoy benefits to enhance your health & wellbeing + your growth and development
  • Salary packaging options, benefit from 6-12% increase in take-home pay
  • Professional development find to further your career + EAP for you & your family
Seeking experienced Customer Support Centre Manager to lead our newly created Customer Support centre team! Permanent full-time opportunity.
Seeking experienced Customer Support Centre Manager to lead our newly created Customer Support centre team! Permanent full-time opportunity.
subClassification: Management & SupportManagement & Support
classification: Call Centre & Customer Service(Call Centre & Customer Service)
2d ago
2d ago
Listed four days ago

Client Services Coordinator

at Balance Home Services

This is a Full time job

Fullarton, Adelaide SA
$80,000 per year dependent on experience
Join a supportive team delivering quality home care services in a rewarding, fast-paced coordination role.
Join a supportive team delivering quality home care services in a rewarding, fast-paced coordination role.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
4d ago
4d ago
Listed one day ago

Body Corporate/Strata Manager

at Strata Data Group

This is a Full time job

Glen Osmond, Adelaide SA(Hybrid)
  • Flexible work arrangements / Hybrid model
  • People First. Relationships matter.
  • Good people doing great work.
  • Flexible work arrangements / Hybrid model
  • People First. Relationships matter.
  • Good people doing great work.
We carefully select individuals that will compliment our culture and way of doing things. We value teamwork, diversity and thinking outside the box.
We carefully select individuals that will compliment our culture and way of doing things. We value teamwork, diversity and thinking outside the box.
subClassification: Body Corporate & Facilities ManagementBody Corporate & Facilities Management
classification: Real Estate & Property(Real Estate & Property)
1d ago
1d ago
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