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Client Relationship Manager

Employment Hero -
Birtinya QLD

Apply Now

Job Details

Permanent | Full-time
7 hours ago

Qualifications

CRM software
Customer service
AI

Full Job Description

AI Job Summary

Ability to build relationships and keep knowledge of clients’ circumstances up to date.
Experience working independently with minimal supervision to complete tasks within time constraints.
Experience assisting with the implementation of financial strategies for clients.

Role Type

Permanent • Full-time • Entry Level

Description

An opportunity exists to join our business that is continuing to grow, with 8 office locations across Australia from Cairns to Sydney.

Supported by the strength of the AZ NGA network, we are investing heavily in:

Technology transformation – streamlining workflows and reducing manual administration
Scalable advice delivery models – supporting consistent, high-quality client outcomes
Integrated platforms and tools – enabling our teams to work smarter and more collaboratively
Innovation in client experience – improving how we engage, communicate, and deliver advice

Our goal is clear: to build a modern, efficient, and industry-leading advice business – and our Client Relationship Managers play a critical role in making this happen.

Our current opportunity works alongside one of our most Senior Financial Planners to assist in the implementation of financial strategies for clients and may lead to an Advice Associate role over time.

Our CRM team work closely with clients throughout the entire advice process, and complete set tasks within time constraints. The successful candidate will have demonstrated customer service experience, given the expectation for them to form good relationships and ensuring their knowledge of the client’s circumstances remains current.

Day to day, the CRM will have sufficient experience to work autonomously with minimal supervision.

The successful candidate will ultimately demonstrate a strong desire to learning and development, and align with the firm’s vision and culture to be Australia’s leading financial advice platform for medical professionals.

Company Overview

Eureka Whittaker Macnaught is a multi-award winning financial planning practice, located in the Brisbane CBD, Sydney CBD, and regional NSW, which provides high quality advice to enable people to achieve both their financial and life goals and objectives. There are currently 8 authorised representatives in the business, supported by a team of 12 Support staff.

Apply Now

Refine Your Search

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