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Client Service Advisor jobs in Victoria

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CLIENT SERVICES OFFICER (ENTRY LEVEL OR GRAD)

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...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$55,000 - $65,000 a year
Job typeFull time
Date Posted 4 weeks ago See detail

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...

4 weeks ago seen See more...

Client Services Manager - $80k-90k+

Ivy Recruitment

Melbourne, VIC

$75,000 - $95,000 a year

3+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. industry relevant qualifications such as DFP, ADFP or Bachelor's Degree. advanced computer skills and IT literacy. ability to build str...

4 weeks ago seen See more...

Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Client Services Manager

Prime Financial Group

Southbank, VIC

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Senior Service Advisor

Atlamgroup

Melbourne, VIC

18th April, 2024 An excellent opportunity exists with Patterson Cheney Toyota, 2022 Toyota Dealership of the Year AND the Toyota President's Award for a like-minded individual wanting to continue the success. You have a proven tra...

4 weeks ago seen See more...

Service Advisor - Northern Honda

Jowett Motor Group

Epping, VIC

Previousexperience in the Automotive Industry is desirable Confidence to sell and negotiate Committed to providing an excellent customer experience. A strong work ethic and attention to detail. Flexibility to assist our customers...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Service Advisor (AK7464)

Autorecruit

Victoria

Previous experience within a dealership environment as an Advisor. Prestige experience is highly desired. Strong commitment to providing outstanding customer service. Excellent written and verbal communication skills. Be well pres...

4 weeks ago seen See more...

Service Advisor | Automotive

Zagame Automotive Group

West Melbourne, VIC

A history of delivering high standards of customer service. Ability to achieve customer satisfaction targets. A sound knowledge of modern automotive systems. Previous Audi or European automotive experience preferred, but not essen...

4 weeks ago seen See more...

Service Advisor | Doncaster BMW

Autosports Group

Doncaster, VIC

Paid Parental Leave. Discounted Health Insurance. Access to an Employee Assistance Program (EAP). Family and Friends Referral Program. Internal Referral Incentive Scheme. Free Coffee, Tea Hot and Chocolate. Team Activities and BB...

4 weeks ago seen See more...

Essendon Mitsubishi Service Advisor

Eagers Automotive Limited

Essendon, VIC

The opportunity to expand your skills and grow within our business. Strong support and training. Friendly culture. An attractive, industry leading remuneration package. A strong, market leading monthly Commission Structure. Fully...

4 weeks ago seen See more...

Service Advisor

Cox Auto Service Centre

South Melbourne, VIC

$147,000 - $147,000 a year

Experienced Automotive Service Advisor. Secure a full time position in a very supportive environment. Join the team at Cox Auto. Strong computer literacy. A high level of personal presentation. The ability to work in a team env...

4 weeks ago seen See more...

Customer Service Advisor - Critical Incident Desk

City Facilites Management

Mulgrave, VIC

Working within a custom designed modern building with free on- site secure parking. Work 2 days from her per week! Supportive, fun and encouraging team earning above award wage. Career progression making use of our extensive learn...

4 weeks ago seen See more...

Service Advisor - exciting opportunity!!!

Conquest Personnel

Melbourne, VIC

Being the main point of contact for customers and consistently delivering outstanding customer service throughout their service. Supporting the customer in the lead up and during the appointment process. Meeting and greeting custo...

4 weeks ago seen See more...

Customer Service Advisor

Motorserve

Moorabbin, VIC

Meet and greet customers, process their vehicles for the repair journey and assist with customer mobility needs. Answer internal and external customer enquiries (e.g., Email, face to face, phone). Proactively reviewing, monitoring...

4 weeks ago seen See more...

Service Advisor

Patterson Cheney Cars And Trucks

Berwick, VIC

Working within Mercedes-Benz policies, guidelines and standards. Provide outstanding customer care and be the vital link between the customers and the workshop. Inform and consult on vehicle servicing, keeping the customer current...

4 weeks ago seen See more...

Customer Service Advisor

Motorserve

Seaford, VIC

Meet and greet customers, process their vehicles for the repair journey and assist with customer mobility needs. Answer internal and external customer enquiries (e.g., Email, face to face, phone). Proactively reviewing, monitoring...

4 weeks ago seen See more...

Sales and Customer Service Advisor

Splend

South Melbourne, VIC

$65,000 - $75,000 a year

Managing appointments made by the sales team and converting leads.. Explaining Splends Rental Agreement to new customers and answering any objections / questions.. Helping set the customer up to be successful on the platform (U...

4 weeks ago seen See more...

Client Services Manager

Sinclair Wilson

Hamilton, VIC

A minimum of 5 years experience leading teams in the community services sector providing leadership, supervision, direction, support and management to our people and services. Tertiary qualifications in social work, social welfar...

4 weeks ago seen See more...

NAB Colleague Services Advisor

Hays Recruitment

Melbourne, VIC

Entry level HR temporary role at NAB. Melbourne CBD location. Generous hourly rate. Providing timely and accurate advice to colleagues in relation to People & Culture (P&C) processes and policies via inbound/outbound calls or case...

4 weeks ago seen See more...

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)....

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

4 weeks ago seen See more...

Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

4 weeks ago seen See more...

Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

4 weeks ago seen See more...

Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

4 weeks ago seen See more...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

4 weeks ago seen See more...

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What should I search to find Client Service Advisor jobs in Victoria?

People who searched for Client Service Advisor jobs in Victoria also searched for Inbound Customer Service, Customer Service Assistant, Service Manager, Customer Service Specialist, Service Officer, Building Services Manager, Clinical Services Manager, Services Sales Executive, Client Services Account Manager, Client Services Support, Automotive Service Technician, Service Department Manager, National Service Manager, Client Service Manager, Operations Services Manager, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Victoria

Bank Branch Manager, Finance Analyst, Management Accountant, Customer Service Specialist, Finance Officer, Customer Service Officer, Accounts Officer, Support Officer, Accounts Payable Officer, Customer Service Engineer, Senior Software Developer, Analyst / Associate, Wealth Management Operations, Senior Accountant, Manager Finance,

What companies are hiring for Client Service Advisor jobs in Victoria?

The top companies hiring now for Client Service Advisor jobs are illion Australia Pty Ltd,

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