Client Service Advisor jobs in Melbourne, VIC
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CLIENT SERVICE MANAGER, VICTORIA
Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision. Facilitate the practice management tasks for financial...
| Company | Aware Super |
|---|---|
| Address | Melbourne, VIC |
| Category | Sales |
| Date Posted | 14 hours ago See detail |
Client Service Manager, Victoria New
Aware Super
Melbourne, VIC
Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision. Facilitate the practice management tasks for financial...
14 hours ago seen
Senior Student Services Advisor (FS) New
Rmit Training
Melbourne, VIC
Salary $101,114.00 per annum + 11.5% super. Full time, Fixed term role till April 2025 (parental leave replacement). Vacancy is open to current RMIT Training employees ONLY. We also offer benefits such as salary packaging, purchas...
17 hours ago seen See more...
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Investment Advisor (Director, Global Investment Services) New
Westpac Bank
Melbourne, VIC
Join our growing world class Global Investment Services Team. Multi asset class and multi-currency investment specialist. Permanent Opportunity. Investment presentations to small and large groups of clients and stakeholders. Drive...
12 hours ago seen See more...
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Investment Advisor (Director, Global Investment Services)
Westpac
Melbourne, VIC
Permanent
Join our growing world class Global Investment Services Team. Multi asset class and multi-currency investment specialist. Permanent Opportunity. Investment presentations to small and large groups of clients and stakeholders. Drive...
yesterday seen See more...
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Client Services Officer/ Associate Advisor- $70,000 - $80,000 + super
Fs Recruitment Solutions
Malvern, VIC
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...
4 days ago seen See more...
- View all - jobs in Malvern, VIC
Client Services Manager New
Petrus Wealth
Richmond, VIC
Preparation of Review reports. Liaise with Accountants, Praemium, some fund managers and other third parties. Maintain client data. Proficiency in managing asset transfer requests, with a focus on ASX listed securities and managed...
18 hours ago seen See more...
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Administration Support/Client Services
Lawson Delaney
Melbourne, VIC
You will be working closely with a portfolio of clients building & nurturing relationships. To assist with trust establishment and company incorporations & onboarding new clients. Helping tidy meeting rooms ensuring they are read...
4 days ago seen See more...
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Client Services and Mortgage Discharges Officer
Orde Financial
Melbourne, VIC
Provide a timely response to customer and broker enquiries through multiple communication channels. Maintain a positive, empathetic, and professional attitude when engaging with customers, brokers, and solicitors. Handle mortgage...
4 days ago seen See more...
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Client Service Officer
Andersen Partnership
Melbourne, VIC
Support Financial Advisers in crafting financial plans and generating reports for clients. Maintain and manage client data in the XPlan system. Carry out research and analysis to underpin financial planning recommendations. Genera...
4 days ago seen
Client Service Officer - Part time
Marsh & Mclennan Companies
Melbourne, VIC
To support Financial Advisers in preparing and implementing advice. Being the first point of contact for our clients. The opportunity to progress your career in Financial Advice. A Part time role in a CBD Office. Opportunity to wo...
4 days ago seen See more...
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CLIENT ADVISORS - BRIGHTON (PPT)
Scanlan Theodore
Melbourne, VIC
Embody and inspire exceptional client experience standards in presentation and behaviour in line with Scanlan Theodore standards. Consistently strive to meet Boutique and individual productivity targets. Build rapport with cliente...
4 days ago seen See more...
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Client Services Scheduling Specialist - Immediate Start New
Nurse Next Door
Hawthorn, VIC
A strong ability to focus on details. Strong problem-solving skills to fill client schedules both long-term and short term. Strong computing skills to ensure all essential information is gathered, documented, and properly communic...
19 hours ago seen See more...
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APS 5 Client Services Assistant Manager
Department Of Veterans' Affairs
Melbourne, VIC
$88,923-92,670 per year
Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $88,923 - $92,670 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. Booked Car with Driver (BCWD) which is a pre-booked taxi or...
5 days ago seen See more...
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Client Service Officer - Part time
Marsh Mclennan
Melbourne, VIC
Permanent
To support Financial Advisers in preparing and implementing advice. Being the first point of contact for our clients. The opportunity to progress your career in Financial Advice. A Part time role in a CBD Office. Opportunity to wo...
a week ago seen See more...
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Associate Advisor/Private Client Manager
Br Family Office Pty Ltd
Melbourne, VIC
Be the primary point of contact and project manager for all active client tasks and projects within your client group (with support of adviser, investment committee & administration team);. Attend all client meetings within your c...
4 days ago seen See more...
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Part Time Client Advisors // David Jones Melbourne
Salvatore Ferragamo
Melbourne, VIC
Proudly represent Ferragamo as our brand ambassador and passionately promote awareness for the historical international brand through storytelling and active sharing. Encourage clients in the discovery of Ferragamo heritage throug...
a week ago seen See more...
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Service Advisor
Dna Recruitment
Melbourne, VIC
Keeping service guests informed on the progress of their vehicle. Explaining the pricing and the servicing needs to the customers. Booking and managing customer appointments. Understanding customers requirements and finding resolu...
a week ago seen See more...
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Automotive Service Advisor
Mornington Mazda
Melbourne, VIC
Service Advisor or Technician looking to move off the tools. Great team environment and attractive remuneration. Uncapped commission. Exceptional communication skills. Confident problem solving skills. The ability to work in a tea...
a week ago seen See more...
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Client Services Officer
Dillon Clyne Pty Ltd
Melbourne, VIC
Preparation of Review reports. Liaise with Accountants, Fund Managers, Superannuation Providers (particularly Hub24) and other third parties. Maintain XPlan. Managing Client Reviews, FDSs and Opt ins as well as Ongoing Service...
a week ago seen See more...
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Wealth Advisory Client Service Officer
Fs Recruitment Solutions
Melbourne, VIC
Arranging client appointments. Preparation of Investment Reviews and Records of Advice (RoAs). Client Portfolio administration / implementation. Liaising directly with clients and fund managers regarding portfolio issues, queri...
2 weeks ago seen See more...
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Motorcycle Service Advisor - iconic brand!!!!!
Conquest Personnel
Melbourne, VIC
Generous package OTE $110k to $120k plus super. Fully equipped workshop with experienced technicians. Career advancement and leadership progression. Attractive commission structure and bonus incentives. Extensive career progressio...
2 weeks ago seen
Client Services Officer
University Of Melbourne
Parkville, VIC
Showcase your customer service skills in being the face of the Baillieu Librarys Reading Room. Assist with maintaining special collections items. Brilliant benefits and work environment!. Providing high-quality, and continuously...
4 days ago seen See more...
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Customer Service Advisor - Richmond Skoda
Launic Motor Group
Richmond, VIC
Supportive Management team. Opportunity for future growth and promotion. Work close to home, choice of multiple sites. Worldwide recognised Manufacture based training. Structured Internal training pathways. Greeting customers prom...
4 days ago seen See more...
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Casual/ Part-Time Client Services Specialist
Hamish Munro
Collingwood, VIC
Hours on offer will be on a set schedule with advance notice provided for ad hoc shifts. Trade hours are Wednesday to Saturday, 10AM to 5PM.Delivering an exceptional customer experience with expertise and guidance and connecting w...
4 days ago seen See more...
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Customer Service Advisor
Fourquarters Recruitment
Melbourne, VIC
Greeting clients as they enter the service area and making them feel like a part of the family. Carefully listening to their vehicle troubles and working out a actionable services request. Providing clients with clear, concise exp...
2 weeks ago seen See more...
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Client Services Manager | Commercial Cleaning
Smart Cleaning Solutions
Melbourne, VIC
Manage a portfolio of Commercial Cleaning accounts, ensuring all client needs are met and expectations exceeded. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues promptly and effectivel...
2 weeks ago seen See more...
Client Services Officer - Inner North
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...
2 weeks ago seen
Client Services Officer | Cranbourne Location
Engage Personnel
Melbourne, VIC
Client correspondence. Preparation and maintenance of databases. Collating returns & financials. Fee preparation. ATO correspondence. Preparation of ATO registrations. Formatting and compilation of documents for clients. Scanning,...
2 weeks ago seen
Casual Client Advisors x Ferragamo (Chadstone & Crown)
Salvatore Ferragamo
Melbourne, VIC
Proudly present Salvatore Ferragamo as our brand ambassador and passionately promote awareness for the historical international brand through storytelling and active sharing. Encourage clients in the discovery of Ferragamo heritag...
2 weeks ago seen See more...
- View all - jobs in Melbourne, VIC
Senior Manager, Client Service
Aware Super
Melbourne, VIC
Provide professional, quality support and assistance to the administrative requirements of Financial Planners. Deliver best practice Client Service and client satisfaction to advise clients and members, including face to face in t...
2 weeks ago seen
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