Client Service Liaison jobs in Brighton, VIC

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CLIENT SERVICE OFFICER - PART TIME

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...

CompanyMarsh Mclennan
AddressMelbourne, VIC
CategoryAccounting & Finance
SalaryPermanent
Date Posted 3 weeks ago See detail

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...

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...

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...

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 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...

Client Services - Accounting

Morrows

Southbank, VIC

A market leader in flexibility Work from home up to 3 days per week plus, flex your hours to suit your life work anytime between 7am and 7pm! Culture Morrows is an inclusive, supportive and gender balanced employer. Our cult...

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...

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...

Client Services Manager | Commercial Cleaning

Smart Cleaning Solutions

Melbourne, VIC

Manage a portfolio of Commercial Cleaning accounts, ensuring all client needs are met and expectations exceeded. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues promptly and effectivel...

Private Clients/Business Services Manager

Lawson Delaney

Richmond, VIC

Outcomes focused:Everyone can choose their own working hours each day. Never miss an appointment with the plumber again! It is entirely outcomes focused. Working from home:They have more people than seats in the office so flexibi...

Client Services Officer - Inner North

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Client Services Officer | Cranbourne Location

Engage Personnel

Melbourne, 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,...

Senior Manager, Client Service

Aware Super

Melbourne, VIC

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...

Consultant, Client Services Investment Operations

Northern Trust

Melbourne, VIC

Permanent

Responsible for providing client service through the execution of daily functions and tasks within the Investment Operations Outsourcing Team. Responsible for oversight of offshore production of operational activity across middle...

Associate, Client Services (Fixed Term Contract)

Mufg Investor Services

Melbourne, VIC

Contract

Working with relationship managers, the role is expected to be supporting maximizing deal outcome from customer service perspective. Respond to various inquiries related banking transactions, such as change of address, change of s...

Client Services / Practice Management | Multiple Exciting Roles | WFH Flex

Engage Personnel

Melbourne, VIC

We are partnered with some amazing Public Practice firms across Melbourne that are looking to hire experienced Client Services Co-ordinators at all levels. This role will also see you step up and provide Senior Admin support to th...

Client services administrator

Engage Personnel

Melbourne, VIC

Up to $75,000 + Super. Brunswick location - Walking distance from public transport and paid parking. WFH 1 day a week! Collation of financial statements and tax returns. Coordinate the workflow and actively monitor compliance dead...

Pathology Client Services IT Administrator

Austin Health

Melbourne, VIC

Make an impact. Full time. Based at Austin Hospital Heidelberg. Excellent customer service skills and demonstrated ability to deal with a wide range of stakeholders. Familiarity with database management. Strong IT skills with the...

Client Service Manager

Mercer

Melbourne, VIC

To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. Flexible work arrangements....

Client Services Manager

Homesuite

Melbourne, VIC

Making outbound calls to customers who have approached, or been referred to Homesuite about our services (KPI 80+ calls per day). Owning your pipeline of customers, using your exceptional service skills and initiative to deliver o...

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...

NDIS Client Services Manager

Danny Met Sally

Carlton, VIC

Attractive Salary & Incentives. Additional Leave Benefits - Including Mental Health Days. Career Progression Opportunities. Positive and Supportive Work Culture & Environment. Liaising with direct clients, Support Coordinators and...

Client Services Officer $75,000-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

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 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...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

Fundd

Melbourne, VIC

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

Client Services Officer | Well Respected Firm | CBD Location

Engage Personnel

Melbourne, 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 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...

Client Service Administrator

Bentley Recruitment

Melbourne, VIC

Dealing directly with clients and assisting with queries. Diary management and scheduling of appointments. Following up clients with reminders in regard to lodgment dates. Drafting of correspondence on behalf of accountants. Lodgm...

General Manager – Client Services

Johnson Recruitment

Melbourne, VIC

Annual Package

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

Senior Client Service Manager - Global Payments Solutions

Hsbc

Melbourne, VIC

Permanent

Managing the transactional banking needs of a broad range of Corporate sector clients. Maintaining regular contact with clients to ensure clients are comfortable in using HSBCs transactional banking products and services, and tha...