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Client Service Liaison jobs

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CLIENT SERVICES MANAGER

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...

CompanyPetrus Wealth
AddressRichmond, VIC
CategoryAccounting & Finance
Date Posted 7 days ago See detail

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...

7 days ago seen See more...

Client Service Manager

Mcgrath Estate Agents

Terrigal, NSW

Sales and administration support. Listing and Vendor Management. Marketing co-ordination. Preparation of presentation material. Organising material for open homes. Managing correspondence. Database maintenance. Previous office / a...

7 days ago seen See more...

RECEPTIONIST/CLIENT SERVICES

Madden Accountants

Loxton, SA

...

7 days ago seen See more...

AO3 Housing Officer - Client Service/Admin (Government - $44.49-$46.27/hour)

Top Office Group Pty Ltd

Fortitude Valley, QLD

Assessing property applications and grants, conducting client interviews and making referrals to support service agencies as required. Maintaining property waitlists, allocations and vacancies, ensuring departmental compliance as...

7 days ago seen See more...

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,...

7 days ago seen

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...

7 days ago seen See more...

Client Services Administrator

Synectic

Launceston, TAS

Work in modern offices and with industry-leading technologies. Full training and mentorship from an experienced and supportive team. Diverse opportunities to grow and develop your career if you choose - work for a business that em...

7 days ago seen See more...

WFI Client Service Consultant

Iag

Toowoomba, QLD

Tech-savvy and confident using multiple systems and platforms simultaneously. Ability to make decisions and work within business guidelines and processes. Well-developed rapport building, active listening, and communication skills...

a week ago seen See more...

Aboriginal Senior Client Service Officer Specialist

Nsw Government

New South Wales

Permanent

Please be aware that you are now being navigated away from the I Work for NSW job board to a different website to complete your application.It is important to note that the website you're being navigated to may use a different use...

a week ago seen See more...

Senior Client Services Specialist - APAC

Remote Technology

Sydney, NSW

Permanent

Act as a primary point of contact to client facing teams within Remote for all questions related to Onboarding Operations, including subject matter expertise on the practice of compliant, global employee onboarding. Shepherd onboa...

a week ago seen See more...

Housing Services Liaison Personnel

Bric Housing

Spring Hill, QLD

Our vision is much bigger than providing a house for our tenants but offering a home, a place they can build their life and see all the possibilities of their future. You are comfortable working with people from all cultures and b...

a week ago seen See more...

Senior Business Services + Tax Accountant / Client Manager

Mw Recruitment

Fortitude Valley, QLD

Work in a modern, cloud based, highly reputable award winning firm that stands WAY apart from the others because theyve honed their culture into a truly enviable atmosphere with benefits that would rival the absolute best of the...

3 days ago seen See more...

Client Services Officer, Sport

Queensland University Of Technology

Queensland

$70,680 to $74,360. Fixed-term, full-time. Gardens Point. Reference number: 24545. Term:Fixed-term, full-time basis for 2 years Remuneration:$83,644 to $87,999 pa (HEW4) (inclusive of $70,680 to $74,360 salary pa, 17% superannua...

a week ago seen See more...

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...

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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...

a week ago seen See more...

Concierge - Client Services

Highland Property Group

New South Wales

High level of premium customer service. Calling all clientele that are currently selling, buying or renting property managed by HPG. Meeting daily and weekly call and referral (sales) targets. Complete daily reports. Attending c...

a week ago seen

Client Service Officer - Audika Mackay

Audika

Mackay, QLD

#LI-TF1#LI-ON#audika_AustraliaIn Australia, Audika has over 350 clinics who provide hearing services to our valued clients. We strive to put hearing care on the health care agenda and to improve the quality of life of people livin...

a week ago seen

Client Service Officer - Port Macquarie

Audika

Port Macquarie, NSW

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage rene...

a week ago seen See more...

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...

a week ago seen See more...

Client Services Coordinator

Minterellison

Varsity Lakes, QLD

We know that when we bring together diversity of thinking, skills, experience, gender identity, backgrounds and orientations, we get better results.Your RoleThis is an exciting opportunity to join our Gold Coast office on a perman...

a week ago seen See more...

Client Services Officer / Adviser Assistant

International Search Partners

Sydney, NSW

Assist in the research of Investments and Insurance product for advice development. Obtain Insurance quotes, liaise with product providers.. Development and formulation of the SoA and RoA document.. Complete SoA document for Ins...

a week ago seen

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...

a week ago seen See more...

Client Services Account Manager

Employsure

Sydney, NSW

Has strong communication and interpersonal skills, with the ability to build rapport and trust with clients. Is a data-driven problem-solver with a knack for exceeding expectations. Thrives in a fast-paced environment and manages...

a week ago seen See more...

Client Services Officer - Part time

Cw Recruitment & Consulting

Brisbane, QLD

Perform general administration. Receive and review all client source documents and liaise with clients regarding any missing information and general enquiries. Proactively manage client relations and communications with the firm....

a week ago seen See more...

Associate Director Client Services – Directorate

Northern Territory Legal Aid Commission

Darwin, NT

Executive Contract Officer 1 (ECO1) - $221,884 - $238,236 total remuneration package. 4 Year Contract. Darwin....

a week ago seen See more...

APS3 Client Service Centre Officer

Hays Recruitment

O'Connor, ACT

The ability to work in a timely manner with accuracy to process applications The ability to understand and provide accurate advice to people within the industry Demonstrated experience in the use of web/data-based business systems...

a week ago seen See more...

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...

a week ago seen

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...

a week ago seen See more...

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...

a week ago seen See more...

Client Service Officer

Office Of Industrial Relations Qld

Robina, QLD

Assist with management of Fleet vehicles including rotation of fleet to maximise efficiencies, arrange repairs and maintenance, enter data into the online In Vehicle Monitoring System (IVMS). Prepare reports and update spreadsheet...

a week ago seen See more...

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