Job Description

Client Services Manager
n Geelong, Victoria

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Lead Client Service Excellence in a Growing Professional Practice

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Certum Advisory is seeking an experienced, highly motivated Client Services Manager to join our team in Geelong.

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About the Role

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As the Client Services Manager, you will be responsible for overseeing practice administration, supporting ATO and ASIC compliance activities, coordinating client onboarding, assisting with AML/CTF compliance obligations, and contributing to business development initiatives.

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Key Responsibilities

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- Serve as the primary point of contact for clients and deliver exceptional customer service.
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- Manage client onboarding processes and maintain accurate client records.
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- Build and maintain strong client relationships that support retention and referrals.
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- Coordinate communication between clients, accountants, and professional staff.
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- Oversee daily practice administration, including appointment scheduling, workflow coordination, correspondence, and invoicing.
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- Provide administrative support to the CEO and accounting team to improve operational efficiency.
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- Liaise with the ATO on client matters, including registrations and client authority access.
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- Manage ASIC compliance obligations, including annual reviews, record maintenance, and statutory lodgements.
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- Support AML/CTF compliance activities, including client identification, KYC procedures, due diligence, and compliance monitoring.
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- Maintain compliance registers, policies, procedures, and regulatory records.
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- Assist with risk management, compliance reporting, and staff training activities.
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- Identify and implement process improvements to enhance efficiency and the client experience.
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- Contribute to business growth through referral generation, relationship management, and client engagement activities.
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About You

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3 - 5 years experience in a professional services environment with strong client service, communication, organisational and Microsoft 365 skills.

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What We Offer

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Leadership prospect, professional development, incentive program, career progression and flexible work arrangements following probation.

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Remuneration

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Remuneration will be negotiated based on qualifications, experience, and demonstrated capability.

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📌 Client Services Manager (Yea)
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