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Client Services Manager

Carrington Financial Services
Keswick, SA
A$70,000-$80,000 p/a
Banking & Financial Services → Client Services
Full-time
Hybrid

Posted 13 days ago


For over 30 years, Carrington Financial Services has built a reputation for trust, integrity, and client-focused financial advice. As we continue to grow, we're looking for a dedicated and professional Client Services Manager to join our team.

In this key role, you’ll be the first point of contact for clients, supporting our advisers and ensuring a smooth and seamless experience at every touchpoint.

If you’re organised, proactive, and passionate about delivering exceptional service, we’d love to hear from you.

Ideally you will have 3-5 years’ experience in a similar role in the industry, looking for a fresh start or the ability to grow into an expanded role.

What is unique about Carrington?

True to self – we have a strong core foundation but are always willing to innovate.

Stronger together – we have an environment where all staff members have a voice.

Relatable – we are genuine people who care about our staff and clients.

We are looking for someone to:

Provide clients, advisers and staff with a professional, efficient and friendly service.

Assist in the smooth running of the business on a day-to-day basis.

Provide support to the fellow administration and adviser team.

To be successful in this role, you will have:

Exceptional communication skills and superior attention to deal with the ability to multi-task.

Experience in preparation of advice documents and implementation of applications.

Worked with Microsoft 365 and CRMs such as XPlan, FIN365 or similar.

We believe that great work starts with a balanced life. That's why we offer:

A flexible hybrid setup with work-from-home days.

Regular half-days to rest, recharge, or invest in your professional development.

If this sounds like an environment that you would like to be part of, please click “quick apply”.

Salary is negotiable based on prior experience.

A more detailed job description is available upon request by contacting Steven Genoff on 8272 6444.


About Carrington Financial Services

Keswick, SA, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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