Client Service Consultant jobs in Victoria

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CLIENT SERVICES CONSULTANT AND OFFICE ALL ROUNDER

You have previous experience in administrative support and customer service. You are a clear and concise communicator, with a professional manner, and an effective listener, with a patient approach. You are task orientated with st...

CompanyNextgen Hr Pty Ltd
AddressMcKinnon, VIC
CategoryAdministrative
Date Posted 7 hours ago See detail

Client Services Consultant and Office All Rounder New

Nextgen Hr Pty Ltd

McKinnon, VIC

You have previous experience in administrative support and customer service. You are a clear and concise communicator, with a professional manner, and an effective listener, with a patient approach. You are task orientated with st...

Director/Senior Managing Consultant, Advisors Client Services, Strategy & Transformation

Mastercard

St Leonards, VIC

Abide by Mastercards 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...

Client Service Consultant - Private Wealth

Praemium

Melbourne, VIC

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

Assessment Services Consultant New

Megt

Ringwood, VIC

Flexible working arrangements. We offer 14 weeks paid parental leave and continued support through our partnership with Circle In. Generous leave entitlements including 3 days paid close down leave over Christmas. Opportunity to b...

Client Service Manager, Victoria New

Aware Super

Melbourne, VIC

Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision. Facilitate the practice management tasks for financial...

Client Services Manager New

Petrus Wealth

Richmond, VIC

Preparation of Review reports. Liaise with Accountants, Praemium, some fund managers and other third parties. Maintain client data. Proficiency in managing asset transfer requests, with a focus on ASX listed securities and managed...

Client Services Scheduling Specialist - Immediate Start New

Nurse Next Door

Hawthorn, VIC

A strong ability to focus on details. Strong problem-solving skills to fill client schedules both long-term and short term. Strong computing skills to ensure all essential information is gathered, documented, and properly communic...

Client Services Officer | Wangaratta Location New

Engage Personnel

Wangaratta, VIC

Client correspondence. Preparation and maintenance of databases. Collating returns & financials. Fee preparation. ATO correspondence. Preparation of ATO registrations. Formatting and compilation of documents for clients. Scanning,...

Business Development & Service Consultant - Melbourne New

Bupa

Melbourne, VIC

Providing individual recommendations of the most suitable health and wellbeing products based on the customer needs, showcasing the value and benefits of these productsfor easy decision making.. Working within the wider communit...

Consultant, Client Services Investment Operations

Northern Trust

Melbourne, VIC

Permanent

Responsible for providing client service through the execution of daily functions and tasks within the Investment Operations Outsourcing Team. Responsible for oversight of offshore production of operational activity across middle...

Junior Client Consultant

Compass Education

Melbourne, VIC

Permanent

Serve as the primary point of contact for new customers for training of platform to end users, as well as post-go-live support. Coordinate and conduct high-quality onsite product demonstrations and training sessions to both small...

Client Support Officer - Service Agreements

Minda

Brighton, VIC

Contract

Assisting clients and families with understanding the variety of services Minda can deliver under their NDIS Plan that meet the clients goals. Supporting clients and potential clients with up-to-date NDIS and DSOA knowledge to pr...

Client Services Officer (Financial Planning)

Accountinghq

Moonee Ponds, VIC

Coordinate and participate in client meetings and appointments (both face-to-face and via video conference). Support Financial Advisers in crafting financial plans and generating reports for clients. Maintain and manage client dat...

Advice Services Consultant

Cbus

Melbourne, VIC

RG146 qualification is essential, with additional financial planning studies an advantage;. Around, 2 years demonstrated experience in an advice service, superannuation consultant or related role;. Knowledge across broad financial...

Administration Support/Client Services

Lawson Delaney

Melbourne, VIC

You will be working closely with a portfolio of clients building & nurturing relationships. To assist with trust establishment and company incorporations & onboarding new clients. Helping tidy meeting rooms ensuring they are read...

Customer Service Consultant

Toll Group - Global Express

Thomastown, VIC

Address all customer queries promptly and professionally. Handle each customer interaction with empathy and resilience, adapting to diverse needs and situations. Holding a conversation while managing multiple tasks is crucial in t...

Client Services and Mortgage Discharges Officer

Orde Financial

Melbourne, VIC

Provide a timely response to customer and broker enquiries through multiple communication channels. Maintain a positive, empathetic, and professional attitude when engaging with customers, brokers, and solicitors. Handle mortgage...

Client Service Officer

Andersen Partnership

Melbourne, VIC

Support Financial Advisers in crafting financial plans and generating reports for clients. Maintain and manage client data in the XPlan system. Carry out research and analysis to underpin financial planning recommendations. Genera...

Client Services Officer

University Of Melbourne

Parkville, VIC

Showcase your customer service skills in being the face of the Baillieu Librarys Reading Room. Assist with maintaining special collections items. Brilliant benefits and work environment!. Providing high-quality, and continuously...

Client Services Officer/ Associate Advisor- $70,000 - $80,000 + super

Fs Recruitment Solutions

Malvern, VIC

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...

Client Service Officer - Part time

Marsh & Mclennan Companies

Melbourne, VIC

To support Financial Advisers in preparing and implementing advice. Being the first point of contact for our clients. The opportunity to progress your career in Financial Advice. A Part time role in a CBD Office. Opportunity to wo...

Customer Service Consultant

Red Energy

Richmond, VIC

At least 12 months of recent Customer Service experience. A willingness to self motivate, learn and continuously develop. A strong customer focus and great communication skills. Competitive employee rates for your Red Energy elect...

Customer Service Consultant | RACV Contact Centre

Racv

Noble Park North, VIC

Permanent full-time role- commencing Monday, 22nd July 2024. 5-week rotational shift roster- includes every 5th weekend (both Saturday and Sunday) with shifts scheduled between the hours for 9.00am 11.00pm. Hybrid working arra...

Casual/ Part-Time Client Services Specialist

Hamish Munro

Collingwood, VIC

Hours on offer will be on a set schedule with advance notice provided for ad hoc shifts. Trade hours are Wednesday to Saturday, 10AM to 5PM.Delivering an exceptional customer experience with expertise and guidance and connecting w...

Client Services Coordinator

R J Sanderson & Associates Pty Ltd

Wangaratta, VIC

Assist with set ups of companies and trusts. Manage job flow and provide regular progress update to the relevant stakeholders. Prepare client files and workpapers. Liaise with the ATO and other relevant authorities regularly. Abil...

Claims service consultant

Allianz

Brighton, VIC

Managing a National based portfolio of motor claims and handling inbound/outbound calls. Providing excellent customer service to our customers in a timely manner. Maintaining positive working relationships with external and intern...

Customer Service Consultant

Team Global Express

Thomastown, VIC

Address all customer queries promptly and professionally. Handle each customer interaction with empathy and resilience, adapting to diverse needs and situations. Holding a conversation while managing multiple tasks is crucial in t...

Customer Sales & Service Consultant - Melbourne

Bupa

Melbourne, VIC

Providing individual recommendations of the most suitable health and wellbeing products based on the customer needs, showcasing the value and benefits of these productsfor easy decision making.. Working within the wider communit...

Customer Service Consultant - Temp to Perm Opportunity

Conquest Personnel

Keysborough, VIC

Successful business located in Keysborough Market leader in vehicle accessories & towing solutions. With an emphasis on service excellence, this dynamic team works together to RAISE THE BAR ON SERVICE! This position will offer you...

Payroll Services Consultant

Fusion5

Melbourne, VIC

Join a leading business solutions company. Fantastic employee benefits and work culture. End-to-end payroll processing for various employers, encompassing weekly, fortnightly, and monthly payrolls; using EmpowerHR, PayGlobal, Jade...