Client Service Executive jobs in Victoria

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CLIENT SERVICE MANAGER, VICTORIA

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...

CompanyAware Super
AddressMelbourne, VIC
CategorySales
Date Posted 24 hours ago See detail

Client Service Manager, Victoria

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 Consultant and Office All Rounder

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...

Client Services Manager

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

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

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,...

Executive Medical Services - BRHS and East Gippsland Sub-Region New

Bairnsdale Regional Health Service

Bairnsdale, VIC

Check the address for typing errors such as ww.example.com instead of www.example.comOr the requested content could have been moved from this location.Your IP: 52.9.73.47Time: 2024-06-19 07:07:57 GMTRequested: jobs.careers.vic.gov...

Executive Medical Services - BRHS and East Gippsland Sub-Region New

Bairnsdale Regional Health Service

Melbourne, VIC

Outstanding career opportunity Fabulous regional and lifestyle location A competitive remuneration package to be negotiated with the successful candidate. Generous conditions including 5 weeks annual leave, above average long serv...

Executive Assistant/ Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Corporate Advisory Partner and Managing Partner in an EA capacity;. Minute-taking and preparation of meeting agendas and board reports;. Daily diary correspondence and email management for firm Partners;. Support finan...

Executive Assistant/ Client Service Coordinator

Nexia Australia

Melbourne, VIC

Support our Corporate Advisory Partner and Managing Partner in an EA capacity;. Minute-taking and preparation of meeting agendas and board reports;. Daily diary correspondence and email management for firm Partners;. Support finan...

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...

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...

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...

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...

Service Executive

Marsh & Mclennan Companies

Melbourne, VIC

Leading training and development program. Brand new agile workspace. Hybrid work. Professional environment where your career path really matters and is supported in our global organization. Excellent career diversification opportu...

Sr. Solutions & Services Executive Manager

Lenovo

Melbourne, VIC

Permanent

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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...

APS 5 Client Services Assistant Manager

Department Of Veterans' Affairs

Melbourne, VIC

$88,923-92,670 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $88,923 - $92,670 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. Booked Car with Driver (BCWD) which is a pre-booked taxi or...

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 Service Officer - Part time

Marsh Mclennan

Melbourne, VIC

Permanent

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...

Executive Director - Service Delivery

Lifeline Direct

Geelong, VIC

Portfolio leadership. Service delivery. Service governance and quality. Service development and growth. Organisational leadership. Executive team capability. Leading and supporting our people, including our LLEAG. Developing budge...

Client Executive

Aon

Melbourne, VIC

Excellent career progression opportunities for someone looking to propel their career in insurance by servicing clients in the Non-For-Profit sector . Hybrid role, work from home and our new Parramatta & Melbourne office. Tight kn...

Client Services Officer

Dillon Clyne Pty Ltd

Melbourne, VIC

Preparation of Review reports. Liaise with Accountants, Fund Managers, Superannuation Providers (particularly Hub24) and other third parties. Maintain XPlan. Managing Client Reviews, FDSs and Opt ins as well as Ongoing Service...

Executive Director Bus Services

Department Of Transport And Planning

Melbourne, VIC

If you are a strategic leader with a passion for public transport and a proven track record in managing complex, multi-faceted projects, we invite you to apply for this exciting opportunity.Position OutcomesThe Executive Director,...

Executive Director Bus Services

Department Of Transport And Planning Vic

Melbourne, VIC

If you are a strategic leader with a passion for public transport and a proven track record in managing complex, multi-faceted projects, we invite you to apply for this exciting opportunity.Position OutcomesThe Executive Director,...

Client Services Officer - Part Time - Richmond - Financial Planning

Fs Recruitment Solutions

Richmond, VIC

Delivering exceptional client service through prompt and accurate responses to enquiries. Preparation of regular Portfolio Review packs and compliance documents for clients these are pre prepared and require compiling. A knowled...