Client Service Consultant jobs in Victoria

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CLIENT SERVICES MANAGER

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

CompanyPrime Financial Group
AddressSouthbank, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted a month ago See detail

Client Services Manager

Prime Financial Group

Southbank, VIC

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

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...

Client Service Officer

Tap The Andersen Partnership

Melbourne, VIC

Support financial planners and advisors in crafting financial plans and generating reports for clients. Carry out research and analysis to underpin financial planning recommendations. General ad hoc administrative tasks. Previous...

Client Services Administrator ? Financial Planning

Atlamgroup

Melbourne, VIC

Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...

EOI Customer Service Consultant

Hays Recruitment

Melbourne, VIC

First point of contact via phone, email, etc. Process inbound transactions via phone, email and any other means. Conduct outbound calls to customers and other stakeholders. Provide sound advice and information on customer matters....

Customer Service Consultant

Integrated Training Solutions

Melbourne, VIC

If you thrive in an environment that fosters continuous improvement, encourages openness, and values a light and friendly atmosphere, then InterCare Training is the place for you!Position: Direct Sales Consultant Location: Melbour...

Client Services Manager

Sinclair Wilson

Hamilton, VIC

A minimum of 5 years experience leading teams in the community services sector providing leadership, supervision, direction, support and management to our people and services. Tertiary qualifications in social work, social welfar...

Customer Service Consultant

Central Animal Records

Keysborough, VIC

$51,000 - $55,000 a year

A strong background in Customer Service. Tech savvy and can learn new systems quickly. Excellent computer skills and familiarity with a range of software systems. A desire to help people and animals. Highly logical with proven pro...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

Customer Service Consultant

Storage King

Melbourne, VIC

Provide support on the phone to customers across our store network throughout Australia and New Zealand. Provide storage solutions for new customers by. identifying their storage needs. Understand the problem they are facing. Sou...

EOI Customer Service Consultant

Hays Recruitment

Docklands, VIC

The location is Melbourne CBD and there is the option to move into a hybrid working arrangement post training period. Process inbound transactions via phone, email and any other means Conduct outbound calls to customers and other...

Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

Executive Assistant / Client Service Coordinator

Atlamgroup

Melbourne, VIC

If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! You will be responsible for providing E...

Client Services Coordinator

Morgan Consulting

Melbourne, VIC

$80,000 - $100,000 a year

Serve as the main point of contact for clients, delivering exceptional service and support. Coordinate client meetings, appointments, and follow-up communications. Assist with ASIC and ATO compliance tasks, including document prep...

Client Services Officer

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

Customer Service Consultant | Sales | Contact Centre

Racv

Sale, VIC

$70,141 - $70,141 a year

Permanent full-time role- commencingMonday, 13th May 2024. 5-week rotational shift roster- includes every 5th weekend (both Saturday and Sunday) with shift scheduled between the hours for 7.00am 6.00pm. Hybrid working arrange...

Client Services Manager

Maddern Financial Advisers P/L

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training. Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centr...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

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 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...

Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

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...

Customer Service Consultant

Aware Super

Melbourne, VIC

Start date - Monday 13 May 2024 2-week full time training program. Required to attend the office for the first 3 months, before Hybrid arrangements can be discussed. Full time opportunities - based in Melbourne, Wollongong or Pert...

Technical Support / Service Consultant

Smaart Recruitment

South Melbourne, VIC

$65,000 - $70,000 a year

Full-time permanent position. $65-$70k + super & bonus incentive. South Melbourne location. Monday - Friday standard business hours with the occasional 10am-2pm WFH shift on a Saturday. Exceptional company tenure. Passion for...

Client Services Representative - Maternity Leave Cover - VRH

Animal Referral Hospital

Dandenong, VIC

Greeting and assisting clients both in person and over the phone. Handling appointments, inquiries, and client communications. Managing client records and paperwork accurately. Assisting with administrative tasks to support the sm...