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Client Service Executive jobs in Notting Hill, VIC

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CLIENT SERVICES OFFICER/ ASSOCIATE ADVISOR- $70,000 - $80,000 + SUPER

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...

CompanyFs Recruitment Solutions
AddressMalvern, VIC
CategoryAccounting & Finance
Date Posted just now See detail

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

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...

just now seen See more...

Client Service Officer

Gallagher Au

Mulgrave, VIC

Maintaining and developing business opportunities with existing clients. On renewal, reviewing cover to identify opportunities to cross sell associated Gallagher products. Handle claims on behalf of clients liaising with Claims an...

a week ago seen See more...

Client Services Officer

Als Life Sciences

Springvale, VIC

Develop and maintain high quality relationships with new and existing clients. Develop and maintain positive working relationships with internal clients to ensure that all projects are communicated and acted upon in a timely and a...

a week ago seen See more...

Client Services Manager ~$80,000-$90,000 + super

Fs Recruitment Solutions

Notting Hill, VIC

Manage, supervise, and train Client Services/ Admin staff. Answer incoming calls and queries. Liaise with clients. Prepare and lodge third-party information release forms. Communicate with various fund managers and industry entit...

3 weeks ago seen See more...

Client Services Manager

Barry Plant

Wantirna, VIC

Organising trades to prep properties for market. Manage schedules and appointments. Liaise with solicitors/conveyancers for contracts and amendments. Set up new listings and marketing requirements within the system. Proof marketin...

a week ago seen See more...

Client Services Administrator - Part time

Charterhouse

Mulgrave, VIC

Client Services Administrator. Boutique Financial Services Firm . $75 + super pro-rata (Part time). Supportive and growing culture. Mulgrave location (Parking On site). Hybrid working. Acting as the first point of contact for cl...

3 weeks ago seen See more...

Client Services Officer

Waverley Social Enterprises

Notting Hill, VIC

Are you looking for a role where you can make a genuine difference in peoples lives? Do you enjoy helping others to succeed? Are you looking to join an organisation and do work with real purpose, values and a commitment to drive...

a month ago seen See more...

Client Services Manager

Carers Network

Clayton, VIC

Carer's Network is seeking a Client Services Manager to lead a case load of consumers in our Home Care Packages Program. Carer's Network is committed to providing a supportive and collaborative work environment where every team me...

3 weeks ago seen See more...

Client Services Manager

Lawson Delaney

Camberwell, VIC

ATO Portal (ABN, TFN, PAYG, GST etc.) & ASIC Portal and daily use of Now Infinity (Annual Statements, Transfer of Shares, Changes etc.). High level administration and compliance. Overseeing the set up of new clients, engagement le...

2 weeks ago seen See more...

Snr Client Services Administrator

Charterhouse

Springvale, VIC

Permanent

Snr Client Services Administrator. Boutique Financial Services Firm. $75 + super + Bonus. Supportive and growing culture. Mulgrave location (Parking On site). Hybrid working. Acting as the first point of contact for clients. Clien...

a month ago seen See more...

Client Service Manager

Gjk Facility Services

Clayton, VIC

Develop and maintain strong relationships with our clients, understanding their cleaning needs and expectations. Oversee a team of cleaning staff, including training, scheduling, and performance management. Conduct regular site in...

2 months ago seen See more...

Client Services Manager - Luxury Homes

Marble

Rowville, VIC

Coordinate all planning and permit-related activities. Prepare and present contracts, making any amendments/modifications as required prior to signing. Consult with/assist the Interior Architect and help with colour appointments a...

3 weeks ago seen See more...

Client Services Manager - Luxury Homes

Marble Group

Rowville, VIC

Coordinate all planning and permit-related activities. Prepare and present contracts, making any amendments/modifications as required prior to signing. Consult with/assist the Interior Architect and help with colour appointments a...

3 weeks ago seen See more...

Client Services Administrator

Keymoves

Blackburn, VIC

Supporting other Client Services Administrators within the accounting team. Managing and processing annual reviews. Compiling and lodging annual accounts. Assisting with the end-of-month billing process. Updating and maintaining t...

3 weeks ago seen See more...

Client Services Manager

Regis

Blackburn South, VIC

Police Check. Preferable Home Care experience. Administration experience. Preferable experience with Home care Packages. Develop person centred care plans;. Coordinate all aspects of care delivery;. Build positive relationships;....

a month 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 months ago seen See more...

Client Services Coordinator

Star Group

Knoxfield, VIC

Job Title: Client Services CoordinatorLocation: Suite 2/45 Gilbert Park Dr, Knoxfield VIC 3180We are looking for a talented and dedicated individual to join our team as a Client Services Coordinator. The main goal of this position...

3 weeks ago seen See more...

Personal Assistant / Client Services Admin - Part Time

Morgan Consulting

Brighton, VIC

Private Business Owners: Working with established businesses with turnovers ranging from $1 million to $100 million plus. These business owners aim to protect, grow, and pass on their success for a lasting family legacy. Families...

a week ago seen See more...

Client Services Administrator

Tafe Victoria

Box Hill, VIC

The page was not displayed because there was a conflict....

4 weeks ago seen See more...

Client Services Administrator - VDSS

Box Hill Institute

Box Hill, VIC

$56,592 per year

Based at our Nelson Road Campus, Box Hill. Ongoing full time and part time opportunities. PACCT 3 $56,592 per annum (exclusive of superannuation). Demonstrated experience in a similar role. Experience in administration of educatio...

4 weeks ago seen See more...

Client Service Officer

Atlamgroup

Ormond, VIC

With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they?re looking for a Client Services Officer to join their growing team. You will work closely alongside a...

2 months ago seen See more...

Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

2 months ago seen See more...

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...

2 months ago seen See more...

Private Client Services Manager

Maddern Financial Advisers

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- Centra...

3 weeks ago seen See more...

Client Services Administrator - Accounting Firm

Yolk Agency

Ringwood, VIC

General administration duties for your designated team, including collation of tax returns, binding and scanning. Setting up new clients in operating systems and the ATO portal. Handle requests for information and data from client...

a month ago seen See more...

Client Services Officer

Klc Recruitment

Balwyn, VIC

Balwyn East Location | Stroll to local shops and cafes | Free parking. $55,000 to $60,000 + super| Fun Fridays in the Office!. Full Time | Great Opportunity |Progress your finance career. Customer Service: answer calls, tender t...

2 months ago seen See more...

Client Services Manager

Maddern Financial Advisers

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- Centra...

2 months ago seen See more...

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...

2 months ago seen See more...

Client Service Manager

Cartwright Jones

Hawthorn, VIC

Be first point of contact for all advice enquiries. Assist in the implementing strategies for clients. Prepare and process client account paperwork. Build relationships with with clients and provide exceptional service. Liaise c...

4 weeks ago seen See more...

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