Client Liaison Officer jobs in Victoria

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CLIENT SERVICES OFFICER

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...

CompanyCanny Group
AddressNorth Geelong, VIC
CategoryAccounting & Finance
Salary$55,000 - $65,000 a year
Job typeFull time
Date Posted 4 weeks ago See detail

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 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

Family Violence Jobs

Warrnambool, VIC

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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

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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 Relations Officer

Fairhaven Homes

Mulgrave, VIC

Join Our Team as a Client Relations OfficerAre you passionate about building strong relationships with customers and providing exceptional service? If so, we have an exciting opportunity for you!Key Responsibilities:Develop and ma...

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...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

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...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

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...

Karen Liaison and Customer Service Officer

Hindmarsh Shire Council

Nhill, VIC

Karen Liaison and Customer Service Officer Applications closing on Wednesday, 01 May 2024 Part Time We are seeking a Karen Liaison Officer to assist the growing Karen population living in Hindmarsh Shire to connect with Council. T...

Contact Centre Officers (APS2), Client Engagement and Despatch Unit

Atlamgroup

Geelong, VIC

Location: Geelong, Victoria Several casual APS2 positions $33.86 per hour, plus 15.4% superannuation The Australian Bureau of Statistics (ABS) has an exciting opportunity for people looking to gain experience in an office environm...

Client Administration Officer

Strawberry Seed Consulting

Torquay, VIC

Work Life Balance part-time role (15 hours per week) with autonomy, growth and working close to home in beautiful Torquay. Career Development -the preferred candidate will have the ability to grow within the role and the busine...

Client Service Officer

Demant

Elsternwick, VIC

Permanent

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage renew...

Client Services Officer

Hoban Recruitment

Port Melbourne, VIC

Contract

Our work is vital to the Australian economy, providing world-class measurement products, advice, and regulatory oversight. As a Client Services Officer, you will be responsible for delivering exceptional client service, managing i...

Client Services Officer

Bayside Group

Melbourne, VIC

Permanent

Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Client Service (CS) team located in Melbourne and Sydney. Answer customer and stakeholder enquiries of a sim...

Client Support Officer

State Government Of Victoria

Warrnambool, VIC

$74,580-90,558 per 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...

Client Services Officer

Bayside Group

Melbourne, VIC

Well known Government Organisation 12-month contract with a view to extend Close to Melbourne CBD area Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Clie...

Client Services Officer Swan Hill

Country Hearing Care

Swan Hill, VIC

$27 - $27 an hour

Trusted Team. Compassionate Client-Centred Care. Passionate Professionals. Ethical Service. Maintaining appointment schedule. Greeting and liaising with our clients. Generating invoices and processing client payments. Managing c...

Client Support Officer

Family Safety Victoria Vic

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...

Client Support Officer

Heathcote Health

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...