Client Service Associate jobs

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CLIENT SERVICE ASSOCIATE - LENDING OPERATIONS

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

CompanyAnz
AddressYork, WA
CategoryAccounting & Finance
Date Posted 6 days ago See detail

Client Service Associate - Lending Operations

Anz

York, WA

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

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...

Senior Client Services Officer / Associate Financial Planner - PY Opportunity New

International Search Partners

Canberra, ACT

Attend client meetings, completing fact find information and file notes with accuracy. Research and assist in the development of appropriate technical and strategic advice.. Review documentation from Paraplanning for presentation...

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....

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...

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...

Associate/Senior Associate - Client Services Bereavement Hub(Secondment)

Fidelity International

Kingswood, SA

The processing of all Legal correspondence in relation to registering clients as deceased, Power of Attorney, Court of Protection, Name change and Corporate/Trust business. Generating confirmation letters used to return original a...

Associate/Senior Associate - Client Services Bereavement Hub(Secondment)

Fidelity International

Kingswood, SA

Process and / or check sales and / or information packs, and other ad-hoc requests, across the bereavement journey. Be a part of a dynamic team, each of whom is considerate of, and engages with delivery of overall team and custome...

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...

Client Services Lead New

Findex

Melbourne, VIC

Spearhead the development and execution of a pioneering Client Services workforce planning strategy ensuring seamless alignment with our overarching Operating Model transformation. Assist the Operational Efficiencyportfolioand P...

Client Services Manager – Global Custody, Securities Services New

Hsbc

Parramatta, NSW

Responsibility for the implementation, retention, and growth of the assigned SSv client base, with a focus on stakeholder management across internal operational areas. Answering complex service queries as a conduit between HSBC of...

Client Service Manager, Officer New

State Street

Sydney, NSW

Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street's full range of services as their needs and our services evolve . Manage activities...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote) New

Fundd

Queensland

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

Client Services Executive New

Morgan Consulting

Sydney, NSW

Client Services Executive | Sydney CBD | $70,000-$75,000 plus SuperMorgan Consultingare delighted to be partnering with an industry leader to recruit a Client Services Executive. Reporting into the General Manager, the successfu...

Client Service Officer - IT Applications New

National Credit Insurance

Adelaide, SA

Provide support to clients regarding NCI applications.. Answer phone calls, messages, and emails from clients regarding their queries, troubleshooting error and/or issues as required. Conduct NCI application demos and/or training...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote) New

Fundd

Bundaberg, QLD

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

Health, Aged Care and Human Service | Associate or Senior Associate New

Minterellison

Brisbane, QLD

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,...

Senior Client Service Associate

Computershare

Melbourne, VIC

Permanent

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Gener...

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...

Sales & Client Service Associate

J And G Knowles And Associates Pty Ltd

North Rothbury, NSW

$40 - $45 an hour

Relevant sales, marketing or customer service experience. Exceptional communication and interpersonal skills. A broad understanding of issues, challenges and opportunities for our target market (Age 55+). Work under direction or w...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

Private Client Services Associate - 4+ PQE

Piper Alderman Lawyers

Adelaide, SA

4+ years post admission legal experience. Confidence and expertise in advising upon and development of estate and succession plans for individuals and businesses. Experience in preparing advice, interpretation and drafting of will...

Client Service Associate

Computershare Ltd

Abbotsford, VIC

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Manag...

Private Client Services Associate - 4+ PQE

Piper Alderman Management

Adelaide, SA

climate fellowshipClimate Change: Learning for ActionOur climate fellowship is an intensive exploration of climate science, climate impacts, and climate solutions, all designed to help you get to work on climate.Applications close...

Client Service Associate

Metro Finance

Sydney, NSW

Permanent

Provide an exceptional experience to clients by building rapport and providing reliable support to enhance Broker and Client relationships. Maintain a thorough knowledge of organisational policies, procedures and guidelines, ensur...

Client Service Associate - Mandarin Speaking

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Client on-boarding, including preparation of account documentation and creation of client records. Prepare client valuations, asset allocations and reporting. Assist in client asset t...

Client Services Associate - 12-month contract - Asset Manager

Anton Murray Consulting

Sydney, NSW

2-5 years fund operations experience from either a fund manager, custodian or fund services firm. Knowledge of Unit Trusts. Good level of competence on Microsoft Excel. Analytical approach and attention to detail. Effective commu...

Client Service Associate | Cantonese Speakers

Keegan Adams Recruitment Pty Ltd

Sydney, NSW

$38 per hour + Super

Immediately available:Start date -Monday 15th April(this is not negotiable). Working hours: 9am-6pm,10am-7pm or 11am-8pm (overtime available). Hourly rate:$38 per hour + Super. Fluent in: Cantonese,Mandarin and English, bot...

Client Service Associate (All-Rounder)

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Prepare client onboarding documents. Create client records. Prepare client valuations, asset allocations and valuations. Prioritise competing requests in a fast-paced environment. Esta...

Client Service Associate - Global Fund Manager (9 month Contract)

Platinum Pacific Partners

Melbourne, VIC

Assisting with Investor relationships and communications. Serving as the primary point of contact for client inquiries and questions. Effective email management for Client Services. Follow up administration work and all forms of...