Client Service Administrator jobs in Melbourne, VIC

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CLIENT SERVICES ADMINISTRATOR- FINANCIAL PLANNING- DREAM JOB!!!

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

CompanyLaunchtwo People
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 3 days ago See detail

Client Services Administrator- Financial Planning- Dream Job!!!

Launchtwo People

Melbourne, VIC

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

Client Services Administrator ? Financial Planning

Atlamgroup

Melbourne, VIC

Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...

Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

Administrator (ASIC) / Client Services - Part time!

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Client Service and Reporting Administrator

Professional Risk Underwriting Pty Ltd

Melbourne, VIC

CLIENT SERVICE AND REPORTING ADMINISTRATOR CONSUMER AND MOTOR DIVISIONAbout the jobProRisk is seeking a Client Service and Reporting Administrator to join our rapidly growing Consumer Business. The role is responsible for analysin...

Client Services / ASIC Administrator

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Client Services Administrator | Young Dynamic Accounting Firm - Hawthorn

Engage Personnel

Melbourne, VIC

Maintaining the client database such as updating client information. Liaising with the Australian Taxation Office on behalf of clients in regards to general enquiries. Notice of Assessments. Preparing letters and other documentati...

Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

Client Services Administrator (Accounting)

Private Advertiser

South Yarra, VIC

Young management team with open door policy for collaboration. Supportive team culture. Enjoy using all the latest technology and software available to the accounting industry. Additional paid annual Wellness day for mental and ph...

Client Services Administrator

Matthews Steer Accountants & Advisors

Essendon, VIC

Are you a confident individual with a curious mind, and have problem solving skills? Are you best friends with technology and can use it to your best advantage? Do you have strong project management skills? Do you have a keen...

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 Services Coordinator / Administrator

Keymoves

Melbourne, VIC

$70,000 - $75,000 a year

Serve as the primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service. Manage client onboarding and engagements. Incorporate new entities for clients, handling ABN and TFN appl...

Account Manager – Administration / Client Services (Fashion)

Jerome Clothiers

Melbourne, VIC

$70,000 - $75,000 a year

Customer service excellence, primarily email and phone communication. Manage a growing portfolio of existing b2b accounts, ensuring maintenance and development of account relationships. Administration duties Order management, ba...

Client Services & Practice Administrator / MYOB Bookkeeper - CA Practice

Engage Personnel

Melbourne, VIC

Part of your role will include the internal company bookkeeping so previous MYOB experience (preferably within an accounting practice) is a must. A relevant tertiary qualification will benefit your application.Our client has a str...

Client Services / ASIC Administrator - Great Career Progression

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Administration / Client Services / Management / PA - Multiple Roles

Engage Personnel

Melbourne, VIC

Flexible working arrangements (onsite and offsite). Stylish and modern office space to make you feel comfortable. Celebrations of personal milestones. 4-6 weeks annual leave/regular RDO's/paid parental leave. Free lunches, weekly...

Student Services Administrator 3 days, TT only, 6 month contract

Toorak College

Melbourne, VIC

Monitoring phones and emails to capture student absences. Assisting with students to sign in/out of the school. Assisting relief teachers to sign in and prepare for their day. Data entry and running attendance reporting. Communica...

Customer Service/Administrator - Western Suburbs

Talent Associates

Melbourne, VIC

Develop a basic knowledge of products and services. Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly. Provide quality service and support in a variety of areas...

Customer Service/Administrator - Western Suburbs

Talent Associates

Melbourne, VIC

Develop a basic knowledge of products and services. Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly. Provide quality service and support in a variety of areas...

Service Delivery Administrator (Digital Agency)

Newpath Web

Melbourne, VIC

Outstanding Melbourne CBD Office. Leading Australian owned Digital Agency. Work alongside some of the most talented digital natives in Australia. Exciting client and project list. Work across multiple projects concurrently, provi...

Client Information Administrator

Fb Rice

Melbourne, VIC

Maintain firm database guidelines by ensuring new and existing name entries and addresses remain compliant, by updating the system, verifying client details and conversing with key internal stakeholders on a regular basis. Report...

Customer Service Administrator

Adflex Marketing

Richmond, VIC

Adflex is one of Melbourne's top up and coming full-service fundraising companies. We provide support to many agencies and clients around Australia and New Zealand. We have recently opened a new position for a Junior Customer Serv...

Office Administrator / Customer Service Representative

Black Truffle Catering

Melbourne, VIC

Answering telephone calls and providing information on our products and services. Serving as the first point of contact for clients, suppliers, and visitors. Managing general correspondence with clients and suppliers. Sorting and...

Utilities & Services Administrator

Victrack

Docklands, VIC

Flexible work environment | hybrid work. Stable work environment - Victorian Government state-owned enterprise. 16 weeks paid parental leave (36 unpaid). Comprehensive health & wellness programs. Free access to on-site gym and e...

Client Service Administration Coordinator

Genwest

Footscray, VIC

$102,546 - $107,074 a year

Working with the Manager to undertake recruitment, workload management, retention, and performance reviews of the CSA team. Preparing and maintaining appropriate, accurate, and confidential client records on the SHIP database, ass...

Customer Service Administrator

Australian Staffing Agency

Melbourne, VIC

$29 - $33 an hour

Handle customer inquiries, concerns, and complaints promptly and professionally. Coordinate with warehouse operations to ensure timely and accurate order fulfillment. Assist customers with product information, availability, and or...

Client Relations Administrator

Sharp & Carter

Melbourne, VIC

Permanent

Assist in diary management and provide support to associates. Connect with candidates, introduce services, and offer support. Liaise with candidates in a compassionate manner, scheduling initial meetings. Ensure compliance of cand...

Service Administrator

Nido Early School

Melbourne, VIC

95% childcare discount for your own children - from as little as $2 per day (CCS dependent). Full time or part time roles available. Flexible shift arrangement. Access to ECA Learning Modules gift of learning. A gift of learnin...

Customer Service Administrator

Atlamgroup

Melbourne, VIC

About the role We are on the lookout for a dynamic Customer Service Officer to join our team. This role is pivotal in delivering exceptional Customer Service across various channels, including phone, email, and sales support. Key...

Customer Service Administrator

Bluestone Recruitment

Port Melbourne, VIC

Proactively managing customer's experience by ensuring clients are regularly updated of the status of their home during the planning process. Effectively communicating and maintaining the professional link between clients and inte...