Client Services Manager

CRM 

About the job

Admin & Office Support

Progressive and growing Accounting and Advisory Firm

Industry leading cloud based systems, no paper!

Open, supportive, and collaborative culture

Young and Dynamic leadership team

Flexible work arrangements 

Sydney CBD Location 

OUR COMPANY

We are a progressive and growing practice focussed on enhancing the experience through technology. We are an independent and privately-owned advisory firm that provides tax, financial, and wealth management advice to individual and business clients.

Our personalised service is underpinned by our ability to develop strong relationships based on mutual respect and trust with clients. We pride ourselves on giving holistic advice and service our clients through our embedded understanding of our client’s goals, be it commercial or personal.

By developing a deep understanding of what our clients seek to achieve through their wealth we provide tailored, proactive support throughout all the key moments in an individuals or business’ life. We are not only wealth protectors but productive, fiercely independent advisors who constantly seek to get the best outcomes for our clients.

Our values: Innovation, collaboration, accountability, and excellence.

THE OPPORTUNITY

As an HK Partners Client Relationship Manager, you will have the opportunity to be instrumental in the service delivery of our client-focused strategy.

Reporting to the Head of Client Relationship Management and Practice Manager, you will be responsible for providing high-quality service and administrative support to clients, and our domestic and international team. With a natural interest in technology, you will also be focused on evolving the client experience.

As part of the HK Partners team, you will be a part of a great working environment with the opportunity to develop personally and grow your career.

WHAT YOU NEED TO SUCCEED

You will be a highly personable and proactive individual who thrives in a fast-paced environment and is motivated by delivering exceptional client experiences. You will also be:

Open and collaborative in your working style

Have excellent attention to detail and the motivation to meet deadlines with a high standard

Have strong communication skills, both written and verbal

Be motivated to improve how we do things

YOUR EXPERIENCE

Ideally, you will have:

Minimum of 2 years client service and administrative experience

No formal qualifications are required for this role. However, studies in Business Administration would be highly regarded

Intermediate or advanced knowledge of the Microsoft Office product suite

Experience and ability to work with cloud-based IT systems such as Xero, Xero Practice Manager, Practice Ignition and Now Infinity would be highly regarded, but not required. 

BENEFITS

Social activities including EOFY and Christmas functions

Fitness and wellness group classes offered within the building

A friendly, professional environment where hard work and dedication are recognised, valued and rewarded

Central Office location with restaurants, cafes, gyms & bars all in close proximity

Achievable bonus structure in place