Client Liaison Officer jobs in Victoria

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CLIENT SERVICES OFFICER - PART TIME 15-25 HOURS (YOU DECIDE!)

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryEducation
Date Posted 4 weeks ago See detail

Client Services Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

Client Services Officer

Advanced Personnel Management

Melbourne, VIC

Handle a mixture of inbound and outbound calls and confidentially capture caller data into our systems. Listen to the client, understand their enquiry and assist appropriately to deliver the best possible customer experience. Coll...

Client Support Officer – Mildura

Victorian Aboriginal Legal Service

Mildura, VIC

17.5% Leave Loading. 5 extra days leave on top of 20 days annual leave. Only required to work 35 hours per week, any extra hours worked will be calculated as your Time In Lieu (TOIL) which you may use as additional leave hours....

Client Support Officer – Morwell

Victorian Aboriginal Legal Service

Morwell, VIC

17.5% Leave Loading. 5 extra days leave on top of 20 days annual leave. Only required to work 35 hours per week, any extra hours worked will be calculated as your Time In Lieu (TOIL) which you may use as additional leave hours....

Client Support Officer – Bendigo

Victorian Aboriginal Legal Service

Bendigo, VIC

17.5% Leave Loading. 5 extra days leave on top of 20 days annual leave. Only required to work 35 hours per week, any extra hours worked will be calculated as your Time In Lieu (TOIL) which you may use as additional leave hours....

Client Support Officer – Warrnambool

Victorian Aboriginal Legal Service

Warrnambool, VIC

17.5% Leave Loading. 5 extra days leave on top of 20 days annual leave. Only required to work 35 hours per week, any extra hours worked will be calculated as your Time In Lieu (TOIL) which you may use as additional leave hours....

Client Services Officer

Strategem

Bendigo, VIC

Is motivated by being challenged and driven to exceed expectations. Is passionate about people and goes above and beyond to provide a good client experience. Possesses initiative and the ability to work flexibly within a team. Is...

Client Funds Officer

Inlife Independent Living

Melbourne, VIC

Permanent

Liaise with the Client Services team in the collection of client funding information, preparation of initial client funding budgets/quotes and entering required data into our CRM system. Make bookings against client plans through...

Senior Client Services Officer

State Government Of Victoria

Bendigo, VIC

$74,580-90,558 per year

resume. a short covering letter....

Client Services Officer

Klc Recruitment

Balwyn, VIC

Balwyn East Location | Stroll to local shops and cafes | Free parking. $55,000 to $60,000 + super| Fun Fridays in the Office!. Full Time | Great Opportunity |Progress your finance career. Customer Service: answer calls, tender t...

Client Service Officer

Atlamgroup

Ormond, VIC

With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they?re looking for a Client Services Officer to join their growing team. You will work closely alongside a...

Client Support Officer

Family Safety Victoria

Horsham, VIC

$74,580 - $90,558 a year

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...

Senior Client Services Officer

Magistrates' Court Of Victoria

Bendigo, VIC

resume. a short covering letter....

Senior Client Services Officer

Heathcote Health

Bendigo, VIC

resume. a short covering letter....

Client Services Officer

Canny Group

North Geelong, VIC

$55,000 - $65,000 a year

Providing comprehensive administrative support to our Financial Advisers;. Conducting research to assist in the preparation of advice documents. Managing implementation (strategy, investment, and insurance) for our clients;. Assis...

P/T Client Experience Officer/ Medical Receptionist

Upwell Health Collective

Camberwell, VIC

$30 - $32 an hour

Client Experience Officer/ Medical Receptionist. Part-Time. 25 - 30 hours per week. A one-of-a-kind Receptionist/ Client Experience Officer with a background in customer service (favourable but not a necessity for the right cultur...

Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

Client Services Officer

Liz Medwin Recruitment

Melbourne, VIC

$70,000 - $75,000 a year

Preparation of all documentation for SOA and ROA meetings. Provide administrative support to the Financial Planners in regard to client needs. Complete preparation for implementation of advice. Check funds invested as per SOA and...

Client Services Officer (Entry Level or Grad)

Fs Recruitment Solutions

Melbourne, VIC

$55,000 - $65,000 a year

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

Client Services Officer

Evolve Scientific

Victoria

Highly regulated Laboratory located in inner suburbs of Melbourne. Contracting Food Laboratory. Fantastic Culture. Provide administrative support to the team. Sort and process high volumes of data whilst maintaining accuracy. Coor...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

Client Support Officer

Family Violence Jobs

Warrnambool, VIC

Print Job Poster...

Client Service Officer

Tap The Andersen Partnership

Melbourne, VIC

Support financial planners and advisors in crafting financial plans and generating reports for clients. Carry out research and analysis to underpin financial planning recommendations. General ad hoc administrative tasks. Previous...

Client Support Officer (Vpsg3)

Family Violence Support Jobs Victoria

Warrnambool, VIC

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...

Client Support Officer

Family Violence Support Jobs Victoria

Warrnambool, VIC

$74,580 - $90,558 a year

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

Client Support Officer

Uworkin

Warrnambool, VIC

Print Job Poster...

Client Services Officer

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

Client Support Officer (Vpsg3)

Family Violence Jobs

Horsham, VIC

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...