In-Demand Centrelink Jobs

Client Service Manager
Focus Partners Australia & Escala Partners —Brisbane QLD
- Management
- Financial services
Quick Apply
Senior Payroll Officer - Hybrid
Aruma —Australia
- Up to $18,550 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Analysis skills
- Parental leave
- Employee assistance program
6d
Allied Health Assistant Gr 2 (IN29) - Social Work Department
Alfred Health —Australia
- Part-time
- Discharge planning
6d
Payroll & HR Administration Officer
Homestyle Aged Care —Bentleigh VIC
- $85,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Employee assistance program
5h

Discover related jobs

Based on your search for centrelink jobs.

IKEA Co-worker - Warehouse Co-worker & Self-Serve Sales
IKEA —Marsden Park NSW
Benefits Membership (savings and discounts on everyday expenses, entertainment, retail and well-being offers across hundreds of retailers and service providers)…
$28.31 an hour
1d
Customer Sevice and Sales Consultant
Medibank —Rockhampton QLD
If you have skills in customer service, sales, health, retail, or community engagement, you could be a great addition to our team.
$63,660 a year
14d

I want to receive the latest job alert for centrelink

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

centrelink jobs near

Client Services Manager jobs in Brisbane QLD

Payroll Officer jobs in Bonnyrigg Heights Nsw

Student Wellbeing Program Officer jobs in Perth Wa

Payroll Officer jobs in Postans Wa

Payroll Officer jobs in South West Sydney Nsw

Payroll jobs in Melbourne Vic

Payroll Officer jobs in St Albans Park Vic

Research Officer Education jobs in Sydney Nsw

Payroll Officer jobs in Melbourne Vic

Payroll Officer jobs in Sydney Nsw

Transport Officer jobs in Sydney Nsw

Payroll Officer jobs in Audley Nsw

Payroll Officer jobs in Indooroopilly Qld

Social Work Supervisor jobs in New South Wales

Work From Home, Ndis Serco jobs in Melbourne Vic

Part Time Work From Home jobs in Melbourne Vic

Social Work Supervisor jobs in Brisbane Qld

Social Work Supervisor jobs in Inner West Nsw

Client Services Manager jobs in Mount Waverley Vic

Client Services Manager jobs in Warragul Vic

Client Service Manager

Focus Partners Australia & Escala Partners
Brisbane QLD

Quick Apply

Job Details

Qualifications

Management
Financial services

Full Job Description

Position Summary

The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients' expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser's proactively and professionally liaise with and provide support to clients, to exceed their expectations.

This role is located in Brisbane, Queensland, Australia

Primary Responsibilities

First point of contact with client and triaging client calls and emails for advisers.
Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.
Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.
Prepare the required documentation for meetings.
Identify and advise the client of any information/documentation required to have available for the meeting.
Attend client meetings and take appropriate meeting notes – as required.
Record actions and tasks in Financial Planning administration system.
Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.
Liaise with external parties (product providers and the clients other professional advisers) to collect client information
Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).
Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.
Liaise with clients to keep them informed of the status of the strategy recommendations implementation.
Agree on approach with the Financial Adviser(s) relating to management of client reviews.
Complete and send out Annual Engagements and Fee Consent forms.
Complete required documentation to support the review process including but not limited to: Fact Find.
- Current Financial Plan.
- Financial Planning software reports.
- Other documents may apply to specific processes
Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices

Qualifications

Minimum 5+ year experience in a client service manager or similar role.
Experience within Financial Services industry a requirement
Exceptional organisational and time-management skills.
Strong ability to coordinate workflow and deliver against deadlines
Exceptional client service skills
Strong attention to detail

About Focus Partners Australia

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.

Quick Apply

Refine Your Search

centrelink jobs

Client Service Manager

Senior Payroll Officer - Hybrid

Allied Health Assistant Gr 2 (IN29) - Social Work Department

Payroll & HR Administration Officer

Discover related jobs

I want to receive the latest job alert for centrelink

Related Searches

Explore jobs in more locations

Qualifications

Job Seeker Tools

Employer Tools

Browse

Stay Connected