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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 5 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 Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

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...

Client Services Manager

Viridian Advisory

Melbourne, VIC

Partnering with other Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service for our clients. Assist with the financial advice process from Fact Find to Implementation, including...

Client Services Officer

Serco

Perth, WA

Delivering a high-quality service and standard across all sites/facilities consistently. Developing leadership & employee capability to have a sustainable business, servicing our clients and customers. Building and leveraging effe...

Client Services Officer

Centrecare

Victoria

Manage multiple calendars for appointment bookings. Answer calls promptly and in a courteous manner. Attend to general enquiries and provide assistance, including referring to other branches or agencies. Work collaboratively as pa...

Motor Industry Service Advisor

Drake International

Gold Coast, QLD

Utilize the Service Appointment system to maximize the facility and manpower capacity. Create clear precise customer invoices that show and itemize all parts, labour and lubricant charges. While our journey is ongoing, our shared...

Service Advisor - Harley Heaven

Harley-Heaven

Midvale, WA

Day-to-day duties include but are not limited to:. Intake customers motorcycles and diagnose problems and service needs. Schedule work and assign jobs to service technicians. Estimate costs and completion times at the point of sa...

Senior Client Advisor | Full Time | Perth

Tiffany & Co

Perth, WA

Understand and execute on pre-determined individual Annual Net Sales plan by cultivating strong customer relationships in executing the Tiffany Touch and committing to the highest standards of customer service. Assist customers wi...

Service Advisor

Avan Adelaide

Windsor Gardens, SA

We are currently seeking a Service Advisor to join our team, managing our front of house activities which includes Liaising with our clients, service bookings, quotations and invoicing.We are looking for an enthusiastic, self moti...

Service Advisor

Rockingham Volkswagen

Rockingham, WA

Provide outstanding customer service by managing customers needs and expectations, therefore ensuring an exceptional customer experience. Liaise with the entire service team to ensure customer vehicles are serviced and delivered o...

Client Service Manager - 5 weeks annual leave

Cartwright Jones

Sydney, NSW

Prepare and implement advice documentation with accuracy and attention to detail. Attend to client queries and build relationships with clients. Regular engagement with external providers to ensure timely processing of client appl...

Service Advisor

Mazda Dealership

North Lakes, QLD

Are you passionate about cars and the automotive industry - do you want to work for a brand that is pushing the boundaries of innovation and cutting edge advanced technology in the Automotive field? Are you at the top of your game...

Service Advisor

Eagers Automotive Limited

Darlinghurst, NSW

To do this, youll need to be a highly organised administration sensation, with an up-to-date knowledge of all our services, and exceptional communication skills (both verbal and written). If you love the satisfaction of a job wel...

Technical Service Advisor

Mycar

East Perth, WA

Strong customer service with a focus to maintaining good relationships. Excellent mechanical & tyre knowledge across a range of vehicles and brands. Certificate 3 in Light Vehicle Automotive. A sound understanding of the workflow...

Senior Service Advisor/Assistant Service Manager

Barbagallo

Osborne Park, WA

Preparing job cards, providing quotes and invoicing. Communicating with the workshop regarding repair status and keeping customers informed. Dealing with customer concerns. Delivering a high level of customer service. Maintaining...

Client Service Manager

Belconnen Physiotherapy Clinic

Belconnen, ACT

Pursuit of excellence in provision of health care. Caring for our customersand each other. Teamwork. Professionalism. Commitment to lifelong learning. Outstanding customer service. Business growth. Facilitating a culture ofhig...

Service Advisor - Automotive

Eagers Automotive Limited

Ipswich, QLD

Connect with customers at the desk and over the phone, build rapport quickly and act with integrity. Deliver an exceptional customer experience with a high level of professionalism. Be hungry to learn and humble when mistakes are...

Toyota Automotive Service Advisor

Toyota Dealership

Castle Hill, NSW

Greetingguests to the service department. Obtaining accurate parts and labour prices. Handlingguestcomplaints. Preparing invoices and closing repair orders. Excellent time Management skills. Ability to work effectively within...

Automotive Service Advisor

East Coast Commercials

Acacia Ridge, QLD

A competitive remuneration package including commissions and incentives. The successful candidate could earn upwards of $75000 OTE per year. Amazing employee benefits. Access to an employee assistance program. Social events and ac...

Automotive Service Advisor - Luxury Vehicles

Next Level Personnel

Concord, NSW

Previous experience in a Service Advisor role (experience in a dealership environment is highly desired). Core value for exceptional customer service. Superior communication skills (verbal & written) is essential. Professional pre...

Service Advisor

Woodforde Group

Brisbane, QLD

An exceptional customer experience by greeting customers, taking scope of their service requirements and regularly updating customers on repairs required and quoted costs;. Processing workshop repair orders and managing the invoic...

Service Advisor - Jeep/Ren/Kia

Peter Warren Automotive

Narellan, NSW

Founded in 1958, we have expanded across South West Sydney, North Shore, Regional NSW, Northern NSW and throughout South East Queensland. With over 1,700 employees across NSW and QLD, we are focused on growing and developing a car...

Service Advisor - Euro Auto Repairs - Somerton Park

Euro Auto Repairs

Somerton Park, SA

Competitive Salary Package + Bonuses $$. On Going Training & Career Development Opportunities. Flexible Full Time working hours. Fantastic Culture with a Supportive Management Team. Opportunities for Career Progression. Prior exp...

Service Advisors

Eagers Act Pty Limited

Belconnen, ACT

Providing quotes for vehicle servicing and repairs. Determining customer requirements and assisting in the selection of solutions. Developing and maintaining relationships with customers. Assisting customers with enquiries, bookin...

Customer Service Advisor

Motorserve

Homebush, NSW

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...

Customer Service Advisor

St George Bank

Calamvale, QLD

Join a supportive team in our Calamvale Branch Permanent full time position Customer service role working with the local community...

Service Advisor - Caravan Performance Centre

Cruisemaster Australia Pty Ltd

Geebung, QLD

Manage the daily workflow of TPC. Manage customers before, during and after the interaction. Order and maintain parts requirements. Receive and dispatch vehicles. Provide technical advice for customers regarding servicing and modi...

Client Services Officer

Bespoke Hr

Adelaide, SA

Superannuation. Retirement Planning. Personal Insurance. Centrelink. Investments including SMSF and SMA. General client administration. Preparation & coordination of all appointments & related documentation. Manage implementation...

Trainee Service Advisor

Fraser Motorcycles

Brookvale, NSW

Do you have a Passion for Motorcycles, especially Harley-Davidson? Do you enjoy Customer Service & dealing with Customers? Would you like a rewarding career in the Motorcycles Industry? Do you live on the Northern Beaches area or...

Service Advisor

Peter Warren Automotive

Gold Coast, QLD

Interested in a Monday Friday 4 day week roster. Are you a natural at customer service. Guaranteed weekly base earnings plus healthy commissions and a car on offer. Providing the ultimate customer service experience to our clien...