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CLIENT SERVICES OFFICER/ ASSOCIATE ADVISOR- $70-85,000 + SUPER

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...

CompanyFs Recruitment Solutions
AddressMalvern East, VIC
CategoryAccounting & Finance
Salary$70,000 - $85,000 a year
Job typeFull time
Date Posted 3 weeks ago See detail

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...

3 weeks ago seen See more...

Advisor (Client Services), Transport and Main Roads

Atlamgroup

Brisbane, QLD

As an Advisor (Client Services), you will play a crucial role in providing functional support, assisting with solution enhancements, and driving user engagement to maximize the value of these platforms. Monitor and track the progr...

3 weeks ago seen See more...

Director/Senior Managing Consultant, Advisors Client Services, Marketing

Mastercard

Australia

Permanent

Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Please review our consulting specializa...

4 weeks ago seen See more...

Senior Managing Consultant, Advisors Client Services, Business Experimentation (Business Analytics)

Mastercard

Australia

Permanent

Lead complex client engagements across a range of industries and problem statements. Direct the development of strategies and programs for regional and global clients by leveraging data science tools including Test & Learn. Own s...

4 weeks ago seen See more...

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

Fs Recruitment Solutions

Melbourne, 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...

a month ago seen See more...

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

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Attending client appointments / presentations with the Senior Financial Planner. Lodging application for a variety of financial planning products inc BT and Macquarie. Updating client information on Xplan and producing reports fro...

a month ago seen See more...

Associate Managing Consultant, Advisors Client Services, Marketing

Mastercard, Inc.

Sydney, NSW

Associate Managing Consultant, Advisors Client Services, MarketingOur Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible....

a month ago seen See more...

Principal Advisor Client Services

Queensland Government

Brisbane, QLD

Continually evaluate the Contact Centre's processes, outcomes and staffing requirements to align service delivery to the strategic objectives of the organisation. Build capability of each team member through demonstrated competenc...

a month ago seen See more...

Principal Advisor Client Services

Justice And Attorney-General

Brisbane, QLD

Continually evaluate the Contact Centre's processes, outcomes and staffing requirements to align service delivery to the strategic objectives of the organisation Build capability of each team member through demonstrated competenci...

a month ago seen See more...

Principal Advisor Client Services

Queensland Government

Brisbane, QLD

* Continually evaluate the Contact Centre's processes, outcomes and staffing requirements to align service delivery to the strategic objectives of the organisation* Build capability of each team member through demonstrated compete...

a month ago seen See more...

Customer Success Team Lead, Specialized Product Delivery (SPD), Advisors Client Services

Mastercard, Inc.

Sydney, NSW

Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Focused on thinking big and scaling fas...

a month ago seen See more...

Customer Success Team Lead, Specialized Product Delivery (SPD), Advisors Client Services

Mastercard

Sydney, NSW

Abide by Mastercard's security policies and practices;. Ensure the confidentiality and integrity of the information being accessed;. Report any suspected information security violation or breach, and. Complete all periodic mandato...

2 months ago seen See more...

Customer Success Manager, Specialized Product Delivery (SPD), Advisors Client Services

Mastercard

Sydney, NSW

Abide by Mastercard's security policies and practices;. Ensure the confidentiality and integrity of the information being accessed;. Report any suspected information security violation or breach, and. Complete all periodic mandato...

2 months ago seen See more...

Associate Managing Consultant, Advisors Client Services, Marketing

Mastercard

Melbourne, VIC

Manage deliverable development and multiple workstreams on projects across a range of industries and problem statements. Contribute to the development of marketing strategies and campaigns for large regional and global clients by...

2 months ago seen See more...

Client Services Coordinator

U&U Recruitment Partners

Brisbane, QLD

Provide reception duties to their client base;. Managing meeting room bookings including setting up rooms and assisting with meeting requests;. Management of social media accounts;. Answering phones, emails, and all correspondence...

2 days ago seen See more...

Customer Service Advisor - Casual

Sportsbet

Darwin, NT

Be part of one of the most innovative companies in Australia . A place to be yourself and thrive. Field telephone betting and general inquiries through diverse channels, including email, chat, and telephone, leveraging your abilit...

2 days ago seen See more...

Client Services Assistant

Trilogy Professional Group

Erina, NSW

2 years administration experience (preferred). Experience in an accountancy firm (preferred). Exceptional telephone and customer service skills and professional presentation. Proven computer skills with knowledge of MS Office espe...

3 days ago seen See more...

Client Service Manager

Gough Recruitment

North Shore, NSW

Supporting the director and their team. Preparing and attending listing presentations. Organising and attending photoshoots. Attending open homes. Organising and delivering vendor gifts. Handling all potential buyer enquiries. Cus...

3 days ago seen See more...

Senior Client Services Associate - 2IC

Mason Stevens

Sydney, NSW

Support Head of Middle Office as 2IC. Assist Client Service Associates with inquiries. Handle low-priority escalations and complaints. Manage the daily workflow of the team. Oversee service request logs and hypercare escalations....

3 days ago seen See more...

Client Services Coordinator

Dare Disability Support

Springwood, NSW

3-5 years experience working in the community services / disability field with a minimum 2 years supervisory/management experience. Strong organisational and administration abilities including proficiency using MS Outlook, Word a...

3 days ago seen See more...

Manager Client Services

Nsw Department Of Justice

Sydney, NSW

Adoption and Permanency Services. Child Protection Helpline. Information Access and Exchange (IAE). Intensive Support Services (ISS). Joint Child Protection Response Program (JCPRP). ChildStory. Provide strategic leadership and ma...

3 days ago seen See more...

Client Service Team Manager

Gidget Foundation

North Sydney, NSW

Lead a team of Client Services Executives to ensure robust delivery of Client Services and Intake Support. Work closely with the Client Services Delivery Manager to communicate new processes to the Client Services team; identify k...

3 days ago seen See more...

Service Advisor / Administrator

Australian Hammer Supplies

Bowral, NSW

Administration experience within a busy Service Department. Working knowledge ideally from a mechanical trade. Excellent Customer Service. Excellent communication and relationship skills. Technical Attributes would be...

3 days ago seen See more...

Customer Services Advisor

Mtyu - Mermaid Beach

Robina, QLD

Feel good about the work you do as you support vulnerable Australians and provide guidance and encouragement in navigating digital solutions. We have exciting permanent opportunities where you get to make a real impact, so join ou...

3 days ago seen See more...

Team Leader Client Services – Northern Rivers

Acon

Lismore, NSW

ACON Health provides services to people living with (PLHIV), affected by or at risk of HIV, and to sexuality and gender diverse people in NSW that are aged 18 or over. ACONs regional services are responsible for the delivery of A...

3 days ago seen See more...

Team Leader Client Services – Northern Rivers

Acon

New South Wales

ACON Health provides services to people living with (PLHIV), affected by or at risk of HIV, and to sexuality and gender diverse people in NSW that are aged 18 or over. ACONs regional services are responsible for the delivery of A...

3 days ago seen See more...

Client Services - Tax Accountant

Canale Tax And Accounting

Illawong, NSW

XERO. QBO. Handisoft. Preparation of tax returns for individuals, businesses and trusts. Preparation and lodgment of BAS, IAS. Preparation of payroll, super and other ad hoc requirements....

3 days ago seen See more...

Representative, Client Services

Bank Of New York Mellon

Dubbo, NSW

Highly motivated and results-driven banking professional with a strong background in process improvement seeking a challenging role in a dynamic banking environment. Proven track record of implementing and managing process improve...

3 days ago seen See more...

Client Service Officer

Hays Recruitment

Newcastle, NSW

Coordinating and managing the administrative tasks of the team, such as scheduling meetings, booking travel arrangements, preparing correspondence on behalf of accounting staff. Communicating effectively with internal and external...

3 days ago seen See more...

Service Advisor

Cmv Trucks

Derrimut, VIC

Ongoing training and development opportunities within a state of the art training facility, giving you the opportunity to build a long and successful career in the industry. Become part of a well-established and dedicated team wit...

3 days ago seen See more...

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Top Jobs

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What are the top cities open Client Service Advisor jobs?

There are open Client Service Advisor jobs in several cities including Sydney, Melbourne, Brisbane, Perth, Sippy Downs, Parramatta, Callaghan, Eight Mile Plains, Newcastle,

What companies are hiring for Client Service Advisor jobs?

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

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