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CLIENT SERVICES ASSOCIATE

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

CompanyHays
AddressBrisbane, QLD
CategoryAccounting & Finance
Job typeContract
Date Posted 2 months ago See detail

Client Services Associate

Hays

Brisbane, QLD

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

2 months ago seen See more...

Client Service Associate

Hays | Banking

Melbourne, VIC

Day rate + super

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

2 months ago seen See more...

Client Service Associate

Keegan Adams Recruitment Pty Ltd

Sydney, NSW

Support across all Sales functions includingdiary management and activity planning for the team. Plan, manageand coordinate keyindustry events including roadshows, advisor briefingsand conferences. Meeting preparation for the...

2 months ago seen See more...

Client Services Associate

Cmc Markets

Sydney, NSW

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, focussing on getting it right first time,...

2 months ago seen See more...

Expression of Interest - Client Service Associate, Wealth Management

Morgan Stanley

Sydney, NSW

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

2 months ago seen See more...

Client Services Associate

Hays Recruitment

Brisbane, QLD

Your new role The Client Services Associate works with the financial advice team and is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfo...

2 months ago seen See more...

Client Service Associate

Hays

Melbourne, VIC

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

2 months ago seen See more...

Client Service Associate

Computershare

Abbotsford, VIC

We are looking for someone who is a great communicator, able to balance conflicting priorities and someone who is a whizz with excel.Other key skills required for the role include: Ability to manage changing priorities and strong...

2 months ago seen See more...

Expression of Interest - Client Service Associate, Wealth Management

Morgan Stanley

Melbourne, VIC

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

2 months ago seen See more...

Expression of Interest - Client Service Associate, Wealth Management

Morgan Stanley

Brisbane, QLD

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

2 months ago seen See more...

Client Services Associate

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, focussing on getting it right first time,...

2 months ago seen See more...

Client Services / Operations Associate

Iinvest Trading And Advisory

Burleigh Heads, QLD

$28 - $32 an hour

Administering the onboarding of new client accounts and ensuring client information is accurately and compliantly recorded. Assist Advisors in preparing, submitting and maintaining relevant paperwork and compliance documents, in l...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Payroll Client Services Coordinator - APAC New

Remote Technology

Canberra, ACT

Permanent

You have a strong interest in payroll. 2+ years customer service experience. Experience with live chat support is considered a big plus. Problem-solving abilities with great communications skills. Ability to adapt to a fast-paced,...

3 hours ago seen See more...

Client Service Officer

Ashdown People

Maroubra, NSW

$35.00 per hour

Provide personalized advice and support to clients and their advocates regarding housing options, ensuring alignment with relevant legislation and policies. Collaborate with internal specialists and external service providers to a...

2 days ago seen See more...

Associate Health Services Manager New

Geo

Ravenhall, VIC

$107,216 per year

Registration with the Australian Health Practitioner Regulation Agency as a Registered Nurse. Minimum three years of postgraduate clinical experience as a registered nurse. Ability to work without direct, immediate supervision in...

3 hours 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...

4 weeks ago seen See more...

Associate/Client Service Officer

Mcgregor Wealth Management

Noosaville, QLD

We value above all our ability to serve our clients. Real Financial Planning. Open, honest and respectful communication. Committment to customised smart strategies that work. Teamwork built on integrity, skill, respect and empat...

4 weeks 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...

4 weeks ago seen See more...

Associate - Client Services Bereavement Hub

Fidelity International

Kingswood, SA

Handle and resolve a wide range of issues from an equally wide range of clients and colleagues too. Answer enquiries, process requests and manage or escalate any complaints. Make every phone call, email and letter a positive and...

4 weeks ago seen See more...

Associate/Client Service Officer

Mcgregor Wealth Management

Noosaville, QLD

We value above all our ability to serve our clients. Real Financial Planning. Open, honest and respectful communication. Committment to customised smart strategies that work. Teamwork built on integrity, skill, respect and empat...

4 weeks 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...

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

a month ago seen See more...

Associate - Client Services

Numbers Executive

Melbourne, VIC

Conducting and updating research on LP and GP landscape. Pre- mandate fund analysis and due diligence. Reviewing of proposals. Identifying new mandate opportunities. Screening unsolicited approaches. Coordinating and printing pitc...

a month ago seen See more...

Associate, Client Services

Corelogic

Adelaide, SA

customer service survey results ensuring our customers have a consistent and quality outcomeservicing our enquiry channels promptly inline with SLAsFocus on improving customer experience.Opportunity for flexible working conditions...

a month ago seen See more...

Associate, Client Services

Corelogic

Adelaide, SA

Ensuring all customer enquiries, through phone, chat and email are undertaken with care. Removing roadblocks for our customers and suppliers, making it really easy to do business with us. Perform workflow system and administrative...

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...

Associate Advisers (2) Client Services (2)

Advance Recruitment Partners

Sydney, NSW

CBD: 2 positions. North Sydney: 2 positions. Essential knowledge of the Financial Planning Industry. Responsibilities include setting up new clients, maintaining existing clients, managing end-to-end administration of client portf...

2 months ago seen See more...

Associate, Client Services

Kaizen Recruitment

Melbourne, VIC

Communicate professionally with clients, addressing inquiries and resolving issues with care. Assist with various account management tasks, including setup, maintenance, and documentation. Provide support to the Client Services te...

2 months ago seen See more...

Associate, Client Services

Kaizen Recruitment

Australia

Permanent

Communicate professionally with clients, addressing inquiries and resolving issues with care. Assist with various account management tasks, including setup, maintenance, and documentation. Provide support to the Client Services te...

2 months ago seen See more...

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What are the top cities open Client Service Associate jobs?

There are open Client Service Associate jobs in several cities including Sydney, Melbourne, Brisbane, Perth, Bellevue, Wareemba, Lane Cove West, Adelaide, North Sydney, Broadbeach, Abbotsford, Westlake, The Rocks, Miami,

What companies are hiring for Client Service Associate jobs?

The top companies hiring now for Client Service Associate jobs are Best Days Travel, CMC Markets, Computershare, Godfrey Group, HAYS, Integro Private Weatlh, Keegan Adams Recruitment Pty Ltd, Macquarie Group, Macquarie Group Limited, Morgan Stanley, MYM Consulting, Richemont Australia, T+O+M Executive, Wealth Journey,

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