Client Service Lead jobs
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SENIOR / LEAD EXPERIENCE DESIGNER (STRATEGIC & SERVICE DESIGN)
Scoping: Scope and shape end-to-end project plans to address business challenges. Leadership: Lead projects and design activities to achieve business objectives within agreed timeframes. Landscape: Review customer, company, compet...
| Company | Anz |
|---|---|
| Address | Melbourne, VIC |
| Category | Manufacturing |
| Salary | Permanent |
| Date Posted | 2 weeks ago See detail |
Senior / Lead Experience Designer (Strategic & Service Design)
Anz
Melbourne, VIC
Permanent
Scoping: Scope and shape end-to-end project plans to address business challenges. Leadership: Lead projects and design activities to achieve business objectives within agreed timeframes. Landscape: Review customer, company, compet...
2 weeks ago seen See more...
- View all - jobs in Melbourne, VIC
Client Services Assistant - Currimundi
Ozcare
Currimundi, QLD
$26.03 per hour. Part time. Assist with the preparation of meals by performing tasks allocated by the Cook (where applicable). Efficiently clean Dining Room, Kitchen and serving areas after meals, or when required. Perform tasks a...
3 weeks ago seen See more...
- View all Ozcare jobs - jobs in Currimundi, QLD
Client Service Manager/Office Manager
Mcgrath Estate Agents
Mona Vale, NSW
Compliance and administration of the sales process. All facets of property marketing. Sales reporting for appraisals and vendor management. Meeting and greeting clients. Assisting with the organisation of property preparation. Ass...
3 weeks ago seen See more...
- View all - jobs in Mona Vale, NSW
Client Services Manager
Bmr Tax Advisory
Sydney, NSW
Organize and maintain paper and electronic files, ensuring accuracy and confidentiality. Provide general administrative support, including answering phone calls, responding to emails, and managing correspondence. Prepare and distr...
3 weeks ago seen See more...
- View all - jobs in Sydney, NSW
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...
3 weeks ago seen See more...
- View all - jobs in Richmond, VIC
Senior Manager, Client Service
Aware Super
Sydney, NSW
Provide professional, quality support and assistance to the administrative requirements of Financial Planners. Deliver best practice Client Service and client satisfaction to advise clients and members, including face to face in t...
3 weeks ago seen
Wealth Advisory Client Service Officer
Fs Recruitment Solutions
Melbourne, VIC
Arranging client appointments. Preparation of Investment Reviews and Records of Advice (RoAs). Client Portfolio administration / implementation. Liaising directly with clients and fund managers regarding portfolio issues, queri...
3 weeks ago seen See more...
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Client Services Manager
Aqueo Import And Distribution
Surry Hills, NSW
Maintain relationships with clients to ensure service levels are being met.. Provide feedback to sales team related to customer satisfaction and areas to improve service to Independent, Majors and Accent group customers.. Client...
3 weeks ago seen See more...
- View all - jobs in Surry Hills, NSW
Fleet Services Lead
Department Of Treasury & Finance Sa
Adelaide, SA
Managing conflicting priorities and timelines for service delivery. Maintaining positive business relationships with senior public sector clients. Delivering regular and proactive dialogue exchanges that manage client expectations...
3 weeks ago seen See more...
- View all - jobs in Adelaide, SA
Client Services Manager - Private Wealth
Vivere Recruitment Group
Sydney, NSW
Build strong client relationships toanticipate future client needs. Manage client service andadministrative functions.. Meet and Greet clients upon arrival and be the first point of contact for allcustomer enquiries.. Onboard...
3 weeks ago seen See more...
- View all - jobs in Sydney, NSW
Client Services Officer
Ri Advice Alderley
Newmarket, QLD
Be the first point of contact when clients call up;. Help us deliver excellent client outcomes by preparing and implementing holistic financial advice recommendations;. Service clients by responding to queries via email, phone, a...
3 weeks ago seen See more...
- View all - jobs in Newmarket, QLD
Client Services Officer
Troocoo
Brisbane, QLD
Supporting the Financial Planners in day-to-day financial planning administration. Liaison and follow up of clients and third parties. Conduct research on a range of topics including superannuation and insurance. Create comparison...
3 weeks ago seen
Client Service Officer - Path to Associate Advisors
Patrick John Walford
Sydney, NSW
Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...
3 weeks ago seen See more...
- View all - jobs in Sydney, NSW
Client Service Manager / Operations Manager
Cartwright Jones
Sydney, NSW
Providing ongoing support to Paraplanners and Advisers. Providing an exceptional customer service experience to our clients. Developing and maintaining strong relationships with clients and responding to client queries. Preparatio...
3 weeks ago seen See more...
- View all - jobs in Sydney, NSW
Parra planning/ Client services
Clear Sky Financial
Mermaid Beach, QLD
Data Entry. Admin Support for our Advice Team. Speaking to Super Funds and Insurance Companies. Assisting Clients with Enquiries. Experience with Microsoft Office - preferably excel. Typing and Computer Skills. Good Communication...
3 weeks ago seen See more...
- View all - jobs in Mermaid Beach, QLD
Client Services Assistant Manager
Fidelity International
Sydney, NSW
Handle and resolve a wide range of issues from an equally wide range of clients including direct investors, financial advisers and wholesale intermediaries - and colleagues too. Managing the establishment of new client account ope...
3 weeks ago seen See more...
- View all Fidelity International jobs - jobs in Sydney, NSW
Client Service Manager
Patrick John Walford
North Sydney, NSW
Developing and maintaining strong relationships with clients, responding to client queries and ensuring all tasks are complete. Preparing and maintaining client records, correspondence and files ensuring they meet both our firms...
3 weeks ago seen See more...
- View all - jobs in North Sydney, NSW
Client Service Officer
Advance Recruitment Partners
North Perth, WA
Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients wi...
3 weeks ago seen See more...
Client Services Admnistrator
Poynter Hargraves Financial Planning
Mile End, SA
Career progression:Grow with us and advance your career. Professional development and mentoring: Enhance your skills with ongoing support and training. Prime Location: Conveniently situated in the inner West of the CBD. Flexib...
3 weeks ago seen See more...
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Client Services Manager
Figari Vic Pty Ltd
Docklands, VIC
Leases vacant or upcoming office space, coworking packages, virtual offices and meeting rooms. Works closely with and builds relationships with brokers. Generates marketing ideas specifically for her/his location that support sale...
3 weeks ago seen See more...
- View all - jobs in Docklands, VIC
Client Services - Financial Services
Wealthmed Australia
Birtinya, QLD
Proactively support Financial Adviser(s) by effectively and efficiently managing the day-to-day tasks as required by the Financial Adviser(s) to implement clients Financial Plan and review strategies. Liaise with Fund Managers, e...
3 weeks ago seen
Senior Investment Officer / Client Services Officer
Hays Recruitment
Brisbane, QLD
Supervise the investment operations within approved policies, procedures and guidelines. Ensure funds held in the trust are managed. Participate in cross-training initiatives in relation to the program. Maintain information system...
3 weeks ago seen See more...
- View all Hays Recruitment jobs - jobs in Brisbane, QLD
Client Services Manager
Armada Accountants & Advisors
Osborne Park, WA
Act as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service. Administration support to the Financial Planning team. Maintaining client data base. Preparation of client r...
3 weeks ago seen See more...
Client Service Officer - Path to Associate Advisors
Patrick John Walford
Brisbane, QLD
Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...
3 weeks ago seen See more...
- View all - jobs in Brisbane, QLD
Client Services Associate
Applied Wealth
North Sydney, NSW
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
3 weeks ago seen See more...
- View all - jobs in North Sydney, NSW
Client Services Manager
Spotless
Perth, WA
Engage directly with clients to understand their needs and provide exceptional service. Accountable for the Downer budget for the relevant state(s) including contract variations and scope management in alignment with expectations....
3 weeks ago seen See more...
- View all - jobs in Perth, WA
Client Service Manager
Adelaide Private Wealth
Adelaide, SA
3+ years in a Client Services/adviser support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...
3 weeks ago seen See more...
- View all - jobs in Adelaide, SA
Client Services Manager - Adelaide Metro
Cara Inc
Adelaide, SA
Competitive remuneration package plus salary packaging benefits (up to $15,899 tax free and $2,650 tax free on meals and entertainment). Vehicle allowance of up $8,000. Rewarding and friendly work environment. Career opportunities...
3 weeks ago seen See more...
- View all - jobs in Adelaide, SA
Administration / Client Services (IVANHOE)
Ascot Wealth Management
Ivanhoe, VIC
To allow for school drop off and pick-ups where applicable. Working 3, 4 or 5 day working week, the choice is yours. Have experience with Xplan, Wealth Solver & Risk Researcher. Support the team with administrative requirements t...
3 weeks ago seen See more...
- View all - jobs in Ivanhoe, VIC
Client Service Officer/Assistant
Profusion Group
Sydney, NSW
Support the team with regular admin tasks i.e. doc prep, data entry, reporting. Prepare and complete necessary paperwork to execute recommendations from the Statement of Advice (SoAs), including application forms, redemption/rollo...
3 weeks ago seen
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