Client Service Lead jobs in Victoria

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CLIENT SERVICES LEAD

Spearhead the development and execution of a pioneering Client Services workforce planning strategy ensuring seamless alignment with our overarching Operating Model transformation. Assist the Operational Efficiencyportfolioand P...

CompanyFindex
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 4 weeks ago See detail

Client Services Lead

Findex

Melbourne, VIC

Spearhead the development and execution of a pioneering Client Services workforce planning strategy ensuring seamless alignment with our overarching Operating Model transformation. Assist the Operational Efficiencyportfolioand P...

Taxation/Practice Client Services Manager New

Bull & Associates Accountants

Docklands, VIC

CPA or CA Qualified or degree10 years Tax Practice ExperienceXero Specialist Re-Open and develop Docklands Office, manage and run morning team meetings, re-organise and prioritise client deliveries, follow up clients, sign off Tax...

Client Services Officer New

Mint People

Carlton, VIC

8.30am to 4.30pm Monday to Friday or. 8.30am to 4.30pm Monday to Thursday. Flexible work arrangements. Choose from FT or PT. Dynamic team environment. Competitive salary based on experience. Prepare essential documents for client...

Field Service Lead New

Siemens Energy

Bayswater, VIC

Degree in Electrical Engineering or a related field; advanced degree preferred. 5 years proven leadership experience in managing teams, projects, and budgets with proven experience in managing Field Service operations and resource...

Client Services Officer, Flexible Funding Program, SCHADS 4.1 @ .7FTE New

Permanent Care And Adoptive Families

Carnegie, VIC

Respond to Flexible Funding calls and enquiries as required. Check eligibility for Flexible Funding applications.. Process assigned applications in a timely manner. Provide administrative and operational support to the Flexible F...

Client Services Administrator New

Mint People

Carlton, VIC

Prepare essential documents for client review meetings. Own and complete assigned tasks, adhering to strict deadlines. Utilise Xplan Software to proactively manage and follow up on tasks. Handle client implementation processes, in...

Administration/Client Services Officer New

Geelong Cemeteries Trust

East Geelong, VIC

Work in a collaborative and inclusive team environment. Be part of your local community. Maternity Position 12-month contract. A passion for creating a positive and empathetic experience for our clients. An ability to work colla...

Client Services Officer New

Ipc Health

Deer Park, VIC

Permanent and Fixed term opportunities available + Clerical Worker HS1 Classification + $32.00 per hour. Become part of the Client Services Team and provide exceptional customer service and administrative support. Benefit from on-...

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...

Service Continuity & Recovery Lead

Australia Post

Melbourne, VIC

Develop and implement IT Service Continuity and disaster recovery strategies, plans, and procedures to ensure the uninterrupted operation of critical IT services. Conduct business impact analysis (BIA) to identify critical IT serv...

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 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,...

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 (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...

Operations Lead – Client And Training Services

Family Violence Support Jobs Victoria

Melbourne, VIC

Exciting opportunity to:Lead the coordination and delivery of Safe and Equals training offerings to a variety of audiences.Manage and support the Client Services team, ensuring the smooth delivery of training and excellent custom...

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...

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...

Lead Maternal and Child Health Universal Services

City Of Casey

Narre Warren, VIC

New Leadership Opportunity. Victorias largest Maternal and Child Health service. $ 143, 937 plus Super. A supportive learning culture, including quality Leadership Training and Professional Development days. Multi-award-winning a...

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...