Client Services Manager
Savant Private
Posted 2 days ago
About the Role
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager. You’ll manage and nurture a portfolio of existing clients, helping them build and protect their wealth while ensuring they receive outstanding service.
What You’ll Do
Manage and review a portfolio of clients to identify wealth-building opportunities.
Act as the primary contact for clients, resolving issues quickly and professionally.
Collaborate with internal teams to deliver seamless client experiences.
Strengthen client relationships and contribute to long-term business growth.
What We’re Looking For
Experience in financial services or real estate (essential).
Excellent communication and relationship-building skills.
Strong organisational and multitasking abilities.
Proficiency with CRM systems and Microsoft Office Suite.
Why Join Us?
Competitive salary: $75K + Super + Bonuses ($105K O.T.E.)
Achievable monthly bonus structure
Career growth opportunities across the business
Collaborative, supportive team culture
Flexible work arrangements
About Savant Private
Great Careers Start Here.
At Savant Private, our success is built on our people. For over a decade, we’ve grown high-quality businesses by attracting top-tier talent across sectors such as wealth, accounting, retirement, property, and law. We foster a culture of excellence and offer growth opportunities in a diverse, inclusive environment. We seek individuals who align with our mission of building enduring success. By investing in our teams, we ensure sustained success for our businesses and people alike. Certified Great Place to Work 2024!