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Client Service Manager Resumes RSS Feed

Here are the latest Client Service Manager Resumes

Resume 2849 : Paraplanner; Trainee Accountant; Administration

  • NSW Other
  • 40k-80k
  • Preferred Job Type : Any Type
  • Updated 17-May-12

Excellent computer skills. Builds rapport with clients quickly. Exceptional mathematical skills. Highly motivated and willing to start at any level. Over 10 years experience managing a variety of businesses in different sectors. Financial control, monitoring & development of budgets for business, and for individual clients. Recently completed FNS50804 Diploma of Financial Services (Financial Planning). Currently student in Master of Professional Accountancy 2012.

Resume 3522 : Paraplanner

  • Sydney
  • 50k
  • Preferred Job Type : Full Time
  • Updated 11-May-12

* RG146 compliant - completion of DFS (FP) and mortgage broking certificate. * Strategy and tactics of consumer brands for ANZ markets. * Project management experience for seasonal consumer category * Corporate treasury experience gained servicing institutional investors.

Resume 59 : Paraplanner, Client Services Manager, FP Assistant

  • NSW Other
  • 50k-55k
  • Preferred Job Type : Any Type
  • Updated 10-May-12

Currently completing Adv Diploma Financial Planning Diploma Financial Planning Frontline Management Secretarial Diploma Travel and Tourism Diploma

Resume 3470 : Finance/Portforlio

  • Melbourne
  • 55k-80k
  • Preferred Job Type : Full Time
  • Updated 02-May-12

• Develop new accounts via phone and follow up with face to face meetings • Manage existing accounts focusing on retaining them and encouraging future investment • Provide general financial advice in relation to foreign exchange and commodities market. • Explain to clients about the foreign exchange market, its evolution and the risks • Analysis of the market from a technical and fundamental perspective. This involves going into specifics on various indicators on charts as well as explainin

Resume 2917 : Financial planning associate/Paraplanner

  • Melbourne
  • 40k-50k
  • Preferred Job Type : Any Type
  • Updated 24-Apr-12

Highly motivated solutions focused professional with extensive experience and impressive track record. Combine sound resource management and interpersonal skills to enhance productivity, quality, client satisfaction and overall bottom line performance.

Resume 3371 : Management - Financial Planning Industry

  • Sydney
  • 75k neg
  • Preferred Job Type : Any Type
  • Updated 22-Apr-12

Advanced Diploma of Financial Planning completed 2012, Over 12 years in the industry in a range of roles - Financial Adviser, Paraplanner, Office Administration Manager, Training Manager, Introduction of third party referral sources, Liasing with in-house referral sources, Participated in Working Groups prior to implementation of new software.

Resume 1528 : Paraplanner / Practice Manager / Compliance

  • Gold Coast
  • 75k-100k
  • Preferred Job Type : Full Time
  • Updated 22-Apr-12

Paraplanning, Financial Planner, Risk specialist, 7 years plus Financial Planning background, Advanced Diploma Financial Planning, Experienced with Midwinter COIN & XPlan

Resume 2758 : Finance Adviser - Stock Broker - Para Planner

  • Adelaide
  • neg
  • Preferred Job Type : Full Time
  • Updated 19-Apr-12

Covering Letter. Resume.

Resume 2554 : financial planner

  • Sydney
  • 50k-100k
  • Preferred Job Type : Full Time
  • Updated 09-Feb-12

Communication , strategic planning, problem solving, people management, networking, training, recruitment, customer focus, creation of policy and procedures to implementation. To achieve goals set personally and in a company. The ability to make people feel at ease around me.

Resume 520 : Financial Advisor

  • Sydney
  • 70k-85k
  • Preferred Job Type : Full Time
  • Updated 09-Feb-12

Profile: Value base financial planner, efficient and organized professional with extensive experience in Financial Planning and accounting systems. Possess strong analytical and problem solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication skills. Highly trustworthy and ethical. Currently Financial Adviser at TK Financial Services Education: Master in business administration,

Resume 2680 : office job

  • Adelaide
  • 25k-35k
  • Preferred Job Type : Any Type
  • Updated 14-Jan-12

Knowledge of MS office, i.e. MS word, excel, powerpoint etc. Also have a good knowledge of XML. I have a four five year experience of editing in the publishing house.

Resume 1900 : Paraplanner

  • Adelaide
  • 55k
  • Preferred Job Type : Contract or Temporary
  • Updated 07-Nov-11

A teritary qualified Financial planner with 2 yrs experience in the Banking &Financial Services Industry. Key Competencies Include :Client Financial Data Management,Preparation Of SOA ,Portfolio Management. At my previous role I was involved in the full financial planning process including developing strategies, recommendations and implementations. A highly organized individual and a goal-oriented professional who is resourceful, creative and possesses a high level of initiative and energy

Resume 1815 : Paraplanner/Assistant Financial Planner

  • Melbourne
  • 60k-85k
  • Preferred Job Type : Part Time
  • Updated 22-Oct-11

I can offer over 12 years experience in the financial services industry dealing with Financial Planners and customers. I have completed a Diploma in Financial Planning and have experience dealing with Investments, Life Insurance, Superannuation and Retirement products. I have exceptional communication and client service skills and am very personable. My motto in life is that anything can be achieved if it can be believed!

Resume 2135 : Client Services Manager /Para Planner

  • Melbourne
  • 70k
  • Preferred Job Type : Full Time
  • Updated 28-Sep-11

Twenty Years Business Development Experience in Financial Services looking to make a change in career direction from lending to financial planning.

Resume 650 : paraplanner

  • Melbourne
  • 60k-90k
  • Preferred Job Type : Full Time
  • Updated 20-Sep-11

8 years in the financial sector experience as a business development manager and a practice development manager, working within the IT side as wel. Enjoy client relationship building and helping/supporting with the goal of growth and prospoer on both sides.

Resume 1378 : Paraplanner

  • Brisbane
  • 35-45/hr
  • Preferred Job Type : Contract or Temporary
  • Updated 04-Sep-11

• 10 years in Paraplanning, constructing financial plans including limited advice, comprehensive, risk, investment and investment reviews • Margin lending specialist • Strong financial planning technical skills including HNW clients, SMSF and trusts • Solid knowledge of managed funds that are likely to be found on dealers’ approved product lists * Excellent keyboard skills, Microsoft Office, VisiPlan, Coin, Midwinter * Quick to learn new systems and software

Resume 1746 : Practice Manager

  • Sydney
  • 60k-80k
  • Preferred Job Type : Any Type
  • Updated 08-Aug-11

Management of SME Financial Planning and Accountancy practice. Proficient in Visiplan and COIN. Established CRM, processes and procedures, costing for fee for only servicing. Created tiered service level agreements, maintained website, wrote newsletters, managed facilities and PA assistance to one Director including client contact, transacting, reporting and post meeting review correspondence. Business Planning. Currently setting up back office, processes and policy for a new Financial Planner

Resume 114 : Xplan or Practice / Relationship Management

  • Melbourne
  • 110k-120k
  • Preferred Job Type : Full Time
  • Updated 16-Jul-11

Excellent skills customising / developing Xplan site. Can build Wizards, Threads etc and code templates. Managed a national panel. Have experience in Practice Management also. Open minded in relation to future roles. Ethical and dedicated and work extremely well under pressure.

Resume 795 : Financial Advisor/Financial Planner

  • Melbourne
  • 20-40/hr
  • Preferred Job Type : Full Time
  • Updated 27-May-11

-Strong analytical skills; experience with variance and ratio analysis, present value concepts, and financial models - Strong written, verbal, and interpersonal skills; ability to work independently or as a part of a team - Excellent problem solving and strong leadership skills - Self-starter with the insight and vision to propose changes even in the face of strong opposition - Ability to prioritize work efficiently across a wide range of responsibilities.

Resume 1547 : Financial Planning - mature student

  • Sydney
  • 35k-70k
  • Preferred Job Type : Any Type
  • Updated 02-May-11

Diploma in Fin Planning 2010, Rockdale TAFE Professional Project Management and budgeting skills Professional Consulting experience Strong presentation skills, training and public speaking skills High proficiency at MS Office, esp. EXCEL Highly proficient at communicating technical information for non-technical clients Experienced at working with senior management in companies around the world

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