Melbourne Client Growth & Onboarding Specialist

Brightday Australia; Melbourne; On-site; AUD 80,000 - 125,000; Full time

Benefits offered by this job

Monthly bonuses

RG146 certification funded

Prime CBD location

Job summary

Brightday Australia is growing, and we’re looking for a driven Client Manager/Business Development Manager to join our Melbourne team. You’ll be the first contact for new clients, guiding onboarding, and building strong relationships from day one, with a mix of phone work and occasional face-to-face meetings at Collins Street office.

Interviews are held throughout October with successful candidates starting mid-November. OTE $125,000+ (base $80,000 + super + monthly bonuses).

Qualifications

• Sales, business development or client management experience preferred.
• Self-motivated, confident, and results-driven.
• Excellent communicator, equally comfortable on the phone and in person.
• Organised, with the ability to manage multiple clients and priorities.

Responsibilities

• Guide new clients through onboarding from first conversation to getting started.
• Connect with clients and prospects by phone, and welcome clients to the office for face-to-face meetings.
• Build and maintain strong, long-term client relationships.
• Identify and follow up new business opportunities.
• Follow compliance guidelines at all times.
• Manage your own pipeline and consistently meet monthly targets.
• Work closely with the wider team to deliver an outstanding client experience.

Skills

Sales experience

Business development

Client management

Excellent communicator

Education

RG146 certification

Job description

Brightday Australia is growing, and we're looking for a driven, motivated Client Manager / Business Development Manager to join our Melbourne team. Founded in 2014, Brightday is a wealth management firm helping everyday Australians set up the foundations of their wealth and prepare for retirement. You'll be the first point of contact for new clients, guiding them through onboarding, building strong relationships from day one, and making sure they get the most from our service. Your days will be a perfect mix of phone-based work and occasionally welcoming your clients to a face-to-face meeting in our Collins Street office.

Interviews are held throughout October with successful candidates starting mid-November.

Key responsibilities

Guide new clients through the onboarding process from first conversation to getting started

Connect with clients and prospects by phone, and welcome clients to the office for face-to-face meetings

Build and maintain strong, long-term client relationships

Identify and follow up new business opportunities

Follow compliance guidelines at all times

Manage your own pipeline and consistently meet monthly targets

Work closely with the wider team to deliver an outstanding client experience

About you

Sales, business development or client management experience (preferred but not essential)

Self-motivated, confident, well spoken and results-driven

Excellent communicator, equally comfortable on the phone and in person

Organised, with the ability to manage multiple clients and priorities

Keen to learn, grow and be part of a high-energy team

OTE $125,000+ ($80,000 base salary + super, + access to monthly bonuses)

Fully funded RG146 certification so you can provide general advice when needed

Real career progression: we only promote from within, so your growth here is up to you

Ongoing support and training to help you succeed

Monthly team incentives

Team dinners and activities

Prime CBD location on Collins Street, Melbourne

A supportive, young, growing team that celebrates wins together

How to apply

Ready to take the next step in your career? Send your resume and tell us why you’d be a great fit!

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