In-Demand client services manager – financial planning Jobs in perth, wa

CLIENT SERVICES MANAGER – FINANCIAL PLANNING
Armada Accountants & Advisors —Osborne Park WA
- Microsoft Word
- Microsoft Excel
- Communication skills
- Employee assistance program
Land Solutions, Right of Way Acquisition Specialist – San Antonio, TX (South Texas)
Atwell, LLC —Atwell WA
- $35 - $40 an hour
- Bachelor's degree
- No degree
- AI
- Tuition reimbursement
- Annual leave
Land Solutions, Right of Way Acquisition Specialist - Houston, TX (Southeast Texas)
Atwell, LLC —Atwell WA
- $35 - $40 an hour
- Bachelor's degree
- No degree
- AI
- Tuition reimbursement
- Annual leave
Senior Internal Communications Associate (Remote)
Atwell, LLC —Atwell WA
- $85,000 - $97,000 a year
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
- Tuition reimbursement
- Annual leave
1d
HR Specialist, Contracts Management - APAC
Remote —Perth WA
- $29,750 - $67,000 a year
- Remote
- Google Suite
- Conflict management
- AI
- Annual leave
- Work from home
Case Management and Dementia Coordinator
Umbrella Multicultural Community Care Services —Ascot WA
- $88,099 - $94,791 a year
- Full-time
- Administrative experience
- Supervising experience
- Case management
- Work from home
Quick Apply
Corporate Services Manager
Pathivaramata —Belmont WA
- $75,000 - $100,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
8d
Land Solutions, Right of Way Acquisition Specialist - Milwaukee, WI
Atwell, LLC —Atwell WA
- $35 - $40 an hour
- Education
- Bachelor's degree
- AI
- Tuition reimbursement
- Annual leave
M&A Integration & Carve Out Advisor | Senior Manager & Director | Deals, Strategy & Operations
PWC Australia —Perth WA
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
- Annual leave
- Parental leave
Accounts Receivable Officer (Perth, WA)
The CareSide —Perth WA
- $75,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
Senior Client Relationship Manager
Allianz —Perth WA
- Full-time
- Hybrid work
- Communication skills
- Negotiation
6d
Finance Transformation Manager
Accenture —Perth WA
- Full-time
- Finance
- Bachelor's degree
- AI
Client Manager
Monadelphous —Perth WA
- Full-time
- Budgeting
- Leadership
- Communication skills
1d
Associate/Engagement Manager – Performance Transformation - Perth
Oliver Wyman —Perth WA
- Full-time
- Hybrid work
- Management
- Communication skills
- Parental leave
- Employee assistance program
Centre Manager
DAF-Jones Lang LaSalle (WA) Pty Ltd —Perth WA
- Full-time
- AI
Quick Apply
General Manager of Operations
Eastern Guruma Pty Ltd —Perth WA
- $325,000 - $330,000 a year
- Full-time
- Sales
- Leadership
Quick Apply
Audit Training Manager
BDO —Perth WA
- Full-time
- Health insurance
- On-the-job training
Insolvency - Accountant
Qode —Perth WA
- From $551.05 a year
- Full-time
- Finance
- In-person
- Business
Quick Apply
9d
People & Culture Business Partner
Australia Red Cross —Perth Eastern Suburbs WA
- Full-time
- Hybrid work
- Analysis skills
- Human resources
- Communication skills
- Annual leave
- Employee assistance program
2d
People & Culture Specialist - Experience & Performance
Baker Hughes —Perth WA
- Full-time
- Analysis skills
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance

I want to receive the latest job alert for client services manager – financial planning in perth, wa

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

client services manager – financial planning jobs near perth, wa

Accountant jobs in Perth WA

General Manager jobs in Perth WA

Part Time Accountant jobs in Melbourne Northern Suburbs Vic

Permanent 482 Visa Sponsorship, Accountant jobs in Perth Wa

Accountant Jobs Accountant jobs in Melbourne Vic

Permanent 482 Visa Sponsorship, Accountant jobs in Wollongong Nsw

Tax Accountant jobs in Melbourne Vic

Graduate Accountant jobs in Sydney Nsw

Training Manager jobs in Melbourne Vic

Healthcare Quality Manager jobs in Sydney Nsw

Engagement Manager jobs in Broadford Vic

Operation Manager jobs in Brisbane Qld

Engagement Manager jobs in Essendon Fields Vic

Engagement Manager jobs in Brisbane Qld

Real Estate Agent jobs in Sunshine Coast Qld

Guest Service Agent jobs in Canberra Act

Right At Home Aged Care , Hairdresser jobs in Perth Wa

Short Term Contract jobs in Perth Wa

Staff Specialist Anaesthetic jobs in Queensland

3 Month Contract jobs in Melbourne Vic

CLIENT SERVICES MANAGER – FINANCIAL PLANNING

Armada Accountants & Advisors
Osborne Park WA

Apply Now

Job Details

Benefits

Group activities
Onsite gym
Employee assistance program

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Communication skills

Full Job Description

Osborne Park

ABOUT ARMADA ACCOUNTANTS AND ADVISORS

Armada Accountants & Advisors is a leading group of professionals based in Perth, offering a wide range of services including Accounting, Tax Advisory, Auditing, Bookkeeping, Financial Planning, and Business Advisory. This diversity ensures every day is dynamic and full of variety, giving our team exposure to a broad range of clients. It’s the ideal environment for those seeking a challenging and rewarding career with plenty of opportunities for growth.

YOUR BENEFITS

This is an excellent opportunity to join a progressive and supportive Financial Planning Practice within a mid-tier firm offering an opportunity for an experienced and motivated Client Services Manager. It will be a rewarding and lifelong career opportunity, that we are certain will be the highlight of your career.

Also, as Armada is proudly WA owned, we have many clients in regional WA, Northern Territory, Christmas Island and Cocos Island. We take our commitment to work life balance seriously and understand flexibility means different things to different people.

You’ll enjoy:

Working in bright, modern office in Osborne Park. Complete with an on-site gym, outdoor balcony, and BBQ area, it’s a space designed for both productivity and connection.
Taking charge of your career with access to our dedicated learning & development program, tailored to help you build technical skills, grow as a professional and thrive in your role.
A range of wellness initiatives, as well as confidential support through our Employee Assistance Program, so you feel supported both in and outside of work.
An active social club – with morning teas on the balcony to paint-and-sip nights and themed trivia, where we make time to connect and celebrate wins together. Armada Accountants and Advisors are a leading group of financial professionals based in Perth, Western Australia. We offer a variety of services to businesses and individuals throughout Western Australia and beyond into remote parts of Australia. Our team includes Accountants, Tax Advisors, Auditors, Bookkeepers, Financial Planners and Business Advisors.

THE ROLE

Duties include but not limited to:

Act as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service.
Administration support to the Financial Planning team.
Maintaining client database.
Preparation of client review documentation.
Implementation of client advice.
Prepare and lodge applications and follow through to completion.

ABOUT YOU

You will be a highly organised, committed, and dedicated individual with a strong desire to build a career in Client Services. You will demonstrate a proactive attitude and a willingness to take ownership, showing accountability, pride, and attention to detail in all aspects of your work.

The successful candidate will demonstrate

A minimum of 2 years’ experience in financial planning.
Excellent written and verbal communication skills.
Strong attention to detail.
Strong Word and Excel skills
Strong organisation skills and ability to prioritise tasks.

This is an excellent opportunity for a candidate that possesses the above attributes to work in a fast paced, challenging and fun environment.

Flexible working hours are offered, with consideration given to school hours for the right candidate.

Apply Now

Refine Your Search

client services manager – financial planning jobs in perth, wa

CLIENT SERVICES MANAGER – FINANCIAL PLANNING

Land Solutions, Right of Way Acquisition Specialist – San Antonio, TX (South Texas)

Land Solutions, Right of Way Acquisition Specialist - Houston, TX (Southeast Texas)

Senior Internal Communications Associate (Remote)

HR Specialist, Contracts Management - APAC

Case Management and Dementia Coordinator

Corporate Services Manager

Land Solutions, Right of Way Acquisition Specialist - Milwaukee, WI

M&A Integration & Carve Out Advisor | Senior Manager & Director | Deals, Strategy & Operations

Accounts Receivable Officer (Perth, WA)

Senior Client Relationship Manager

Finance Transformation Manager

Client Manager

Associate/Engagement Manager – Performance Transformation - Perth

Centre Manager

General Manager of Operations

Audit Training Manager

Insolvency - Accountant

People & Culture Business Partner

People & Culture Specialist - Experience & Performance

I want to receive the latest job alert for client services manager – financial planning in perth, wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected