Client Service Associate jobs in The Rocks, NSW
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CLIENT SERVICES ASSOCIATE
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
| Company | Applied Wealth |
|---|---|
| Address | North Sydney, NSW |
| Category | Accounting & Finance |
| Date Posted | a week ago See detail |
Client Services Associate
Applied Wealth
North Sydney, NSW
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
a week ago seen See more...
- View all - jobs in North Sydney, NSW
Part-Time Client Services Associate (Graduate/Entry Level)
Cmc Markets
Sydney, NSW
Permanent
Ensure timely support for our Stockbroking clients by providing exceptional experiences. Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, a...
a month ago seen See more...
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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....
a month ago seen See more...
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Client Service Associate (Funds Management) - RG146 qual.
Perigon Group
Sydney, NSW
Management of the Inbox, inbound phone calls and client queries.. The coordination of direct applications working closely with fund administrator to provide a seamless investor experience. Assist with Reporting Flows and AUM. Ov...
a month ago seen See more...
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Client Service Associate - Novated
Metro Finance
Sydney, NSW
Permanent
Responding to inbound novated lease enquiries, both via phone and email. Conduct outbound calls to update or obtain information from salary packagers, brokers and clients. Provide an exceptional experience by building rapport and...
2 months ago seen See more...
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Client Service Associate
Atlamgroup
Sydney, NSW
About Us Kelly Partners Group (ASX:KPG) is one of Australias most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we a...
2 months ago seen See more...
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Client Service Officer - Path to Associate Advisors
Patrick John Walford
Sydney, NSW
Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...
a week ago seen See more...
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Client Services Associate
Applied Wealth
North Sydney, NSW
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
a month ago seen See more...
- View all Applied Wealth jobs - jobs in North Sydney, NSW
Payments Client Service Account Manager - Analyst / Associate
Jpmorgan Chase
Sydney, NSW
Permanent
Manage a portfolio of clients independently and be the first point of contact for the clients for all matters related to the products offered to the clients. Build strong relationship with clients, understand their business needs...
2 weeks ago seen See more...
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Luxury Client Associate - Flagship Sydney CBD New
Retailworld Resourcing
Sydney, NSW
Sales and clienteling experience within a luxury environment. Tailoring or MTM experience will be highly regarded. Strong communication skills. A can-do attitude and passionate for Mens RTW category. $55,000-$60K+Super+Uncapped...
11 hours ago seen See more...
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Luxury Client Associate - Flagship Sydney CBD New
Retailworld Resourcing
Sydney, NSW
Sales and clienteling experience within a luxury environment. Tailoring or MTM experience will be highly regarded. Strong communication skills. A can-do attitude and passionate for Mens RTW category. $55,000-$60K+Super+Uncapped...
11 hours ago seen See more...
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Client Service Representative - Victims Services New
Nsw Department Of Justice
Sydney, NSW
Location Parramatta with access to hybrid working arrangements. Salary ranging from $70,694 pa to $76,857 pa + super and leave loading. Multiple Ongoing full-time and part-time positions available. Review the application to ensu...
12 hours ago seen See more...
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Client Service Officer | SES SYD & NSYD Districts New
Nsw Department Of Justice
Sydney, NSW
Multiple Ongoing Opportunities across the Sydney, South Eastern Sydney, Northern Sydney District. A talent pool may be created for future ongoing and temporary roles, that is valid for a period of up to 18 months.. Base Salary ran...
12 hours ago seen See more...
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Client Services / Personal Assistant / Executive Assistant - Multiple roles New
Engage Personnel Sydney
Sydney, NSW
Diary management. Management of emails and phone screening. Billing, provisions and expense reconciliation. Extensive report formatting & typing. Presentation & tender preparation. researching specific projects as required to supp...
13 hours ago seen See more...
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Health, Aged Care and Human Service | Associate or Senior Associate New
Minterellison
Sydney, NSW
Experience in health, Aged Care and disability (or adjacent social services sectors);. Strong background in statutory interpretation and administrative law;. Strong technical and drafting skills and the ability to deliver quality...
13 hours ago seen See more...
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Client Services Account Manager New
Employsure
Sydney, NSW
Has strong communication and interpersonal skills, with the ability to build rapport and trust with clients. Is a data-driven problem-solver with a knack for exceeding expectations. Thrives in a fast-paced environment and manages...
13 hours ago seen See more...
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Client service manager New
Madclarity
Sydney, NSW
clients to advise, challenge and support. briefs, strategies and plans to constructively evaluate. campaigns to understand, review and report on. buying games to uncover. KPIs to change from misleading to clear and constructive....
13 hours ago seen See more...
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Client Services/Account Manager New
Transperfect
Sydney, NSW
Respond to client requests for new project initiatives. The Account Manager / Client Services Associate collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and so...
14 hours ago seen See more...
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Client Services Administrator | Accounting firm | CBD New
Engage Personnel
Sydney, NSW
Preparing and lodging ASIC documents. Keeping up on ASIC and software changes. ASIC registrations and changes. Setting up discretionary and unit trusts. Attending BGL seminars and user groups. Fee preparation and management. Prepa...
15 hours ago seen
Client Services Officer/Associate Para-Planner
Portum Private Wealth Pty Limited
Sydney, NSW
Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...
3 weeks ago seen See more...
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Senior Client Liaison Representative - Victims Services New
Nsw Department Of Justice
Sydney, NSW
Location Parramatta with access to hybrid working arrangements. Salary ranging from $79,032 pa to $86,539 pa + super and leave loading. Ongoing and temporary full time and part time. Work within a team, taking ownership of a t...
12 hours ago seen See more...
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Customer Service Associate - Full Time
Avis Budget Group
The Rocks, NSW
Across our world-famous brands - Avis, Budget, Zipcar, and Apex - we're leading the way for the global mobility industry. This position is directly responsible for the cleaning of the interior and exterior of our vehicles to ensur...
5 days ago seen See more...
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Customer Service Associate
Stake
Sydney, NSW
Manage customer communication via tickets, chat, and calls (inbound and occasional outbound for information, retention, and cross-/up-selling, no cold calling). Assess, investigate, and troubleshoot complex customer queries. Commu...
5 days ago seen See more...
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Client Services Officer
Icare
Sydney, NSW
24 Month Fixed Term Contract with a 35 hour working week. 17.5% annual leave loading and flex leave. Hybrid working environment, offering starting salary of $93,295. A corporate wellbeing program with subsidised gym membership, fr...
5 days ago seen See more...
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Client Services Manager
Bmr Tax Advisory
Sydney, NSW
Organize and maintain paper and electronic files, ensuring accuracy and confidentiality. Provide general administrative support, including answering phone calls, responding to emails, and managing correspondence. Prepare and distr...
a week ago seen See more...
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Senior Manager, Client Service
Aware Super
Sydney, NSW
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...
a week ago seen
Client Service Manager / Operations Manager
Cartwright Jones
Sydney, NSW
Providing ongoing support to Paraplanners and Advisers. Providing an exceptional customer service experience to our clients. Developing and maintaining strong relationships with clients and responding to client queries. Preparatio...
a week ago seen See more...
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Client Services Manager - Private Wealth
Vivere Recruitment Group
Sydney, NSW
Build strong client relationships toanticipate future client needs. Manage client service andadministrative functions.. Meet and Greet clients upon arrival and be the first point of contact for allcustomer enquiries.. Onboard...
a week ago seen See more...
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Client Services Assistant Manager
Fidelity International
Sydney, NSW
Handle and resolve a wide range of issues from an equally wide range of clients including direct investors, financial advisers and wholesale intermediaries - and colleagues too. Managing the establishment of new client account ope...
a week ago seen See more...
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Client Service Officer/Assistant
Profusion Group
Sydney, NSW
Support the team with regular admin tasks i.e. doc prep, data entry, reporting. Prepare and complete necessary paperwork to execute recommendations from the Statement of Advice (SoAs), including application forms, redemption/rollo...
a week ago seen
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