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CLIENT SERVICES OFFICER

Effective in providing high-quality customer support in a considerate and timely manner via telephone, face to face, emails and other forms of communication. Competent in handling complaints in a considerate manner. Able to use in...

CompanyAttorney-General's Department
AddressAdelaide, SA
CategoryAccounting & Finance
Job typeFull time
Date Posted 7 hours ago See detail

Client Services Officer New

Attorney-General's Department

Adelaide, SA

Effective in providing high-quality customer support in a considerate and timely manner via telephone, face to face, emails and other forms of communication. Competent in handling complaints in a considerate manner. Able to use in...

Client Services Officer | Figtree New

Estia Health

Figtree, NSW

Brings a friendly customer service to everyone whether in person, on the phone or over email. Keeps on top of paperwork record keeping, filing, etc. Enjoys showcases our home to future residents and their families. Has a trac...

Client Service Officer New

Chandler Macleod Group

Brisbane, QLD

$39 - $39 an hour

Act as the first point of contact when responding to transcript requests and enquiries. Undertake the ordering and distribution of court transcripts, with high attention to detail. Comply with administrative and operational proces...

Client Service Officer New

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

Client Services Officer (Financial Planning) New

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 - $75,000 a year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

Client Services Office New

Donmont Capital Pty Ltd

Bundall, QLD

$55,000 - $70,000 a year

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

Senior Client Services Officer | Full-time Permanent New

Act Long Service Leave Authority

Canberra, ACT

$89,114 - $94,120 a year

Our activities are determined by the Long Service Leave (Portable Schemes) Act 2009, and we are governed by a Board of Directors appointed under the legislation. We display these values in everything we do, to deliver quality cust...

Client Service Officer (Finance Graduates Welcome) New

Pivot Wealth Pty Ltd

Sydney, NSW

$60,000 - $70,000 a year

Seeking a company that will offer genuine career progression opportunities? Suffering w. internal politics & minimal flexibility? Not appreciated or well rewarded for your hard work? Be the main point of contact for clients in the...

Client Services Officer (Entry Level or Grad) New

Fs Recruitment Solutions

Melbourne, VIC

$55,000 - $65,000 a year

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

Client Service Officer - Wealth Advising/Financial Planning New

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

Client Services Officer New

Lawson Elliott Recruitment

Brisbane, QLD

$65,000 - $85,000 a year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

Client Services Officer New

Liz Medwin Recruitment

Melbourne, VIC

$70,000 - $75,000 a year

Preparation of all documentation for SOA and ROA meetings. Provide administrative support to the Financial Planners in regard to client needs. Complete preparation for implementation of advice. Check funds invested as per SOA and...

Financial Planning Client Services Officer New

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

Client service officer | CBD | $75-$85k+ Super New

Advance Recruitment Partners

Brisbane, QLD

Work closely with a highly experienced team of advisers, paraplanners and support staff. Delivering exceptional Client service and relationship management to HNW client base. onboard new clients. Implementation of advice. Compl...

Client Services Officer | Financial Planning New

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

Financial planning – Client Services Officer/ Paraplanner New

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

Senior Property & Client Service Officer New

Select Aust Sydney

Dubbo, NSW

$100,000 - $100,000 a year

Paying $550 + super per day Dubbo NSW Location Contract until 31st December 2024 About the Role Our client are a well established NSW Government body, established to ensure that Aboriginal and Torres Strait Islander people have ac...

Receptionist/Client Service Officer

Harmony Hearing

Shenton Park, WA

$29 - $34 an hour

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

Client Service Officer

Audika

Murray Bridge, SA

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...

Client Services Officer

Evolve Scientific

Victoria

Highly regulated Laboratory located in inner suburbs of Melbourne. Contracting Food Laboratory. Fantastic Culture. Provide administrative support to the team. Sort and process high volumes of data whilst maintaining accuracy. Coor...

Client Service Officer

Wealth Journey

Sydney, NSW

Display a high level of personal integrity and professionalism when representing Wealth Journey. Ensuring compliance with company policies, procedures and regulatory frameworks at all times. Communicating with clients to understan...

Client Service Officer

Journey Financial Group

Kirwan, QLD

Processing and implementing client business. Diary management. Liaising with clients / product providers. Providing support to the Financial Advice Team. Administration experience and/or employment within the Financial Planning in...

Client Services Officer/Junior Paraplanner

Bentley

Brisbane, QLD

$60,000 - $75,000 a year

Comprehensive advice firm - be exposed to all areas of financial advice. Social office environment with a family feel. Work with senior financial advisers that are practiced at mentoring staff. Be trained in paraplanning and trans...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

Senior Client Services Officer

Consumer & Business Services Sa

Adelaide, SA

$66,590 - $70,968 a year

Effective in providing high-quality customer support in a considerate and timely manner via telephone, face to face, emails and other forms of communication. Able to efficiently handle large workloads with competing demands and pr...

Client Services Officer

Australian Medical Association

Nedlands, WA

Handle initial prospect and existing client enquiries. Conduct any prospect follow-up phone calls to obtain further information. Working with our outsourced support team to:. Prepare information for client meetings (fact find/revi...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, VIC

$70,000 - $85,000 a year

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...

Administration Assistant | Client Services Officer I Receptionist

Mw Recruitment

Toowoomba, QLD

$60,000 - $85,000 a year

12 months experience in administration in an accounting firm. Excellent attention to detail and care for the work you do. Great organisational skills. Experience with ATO and ASIC work. The desire for a long term career opportu...

Client Service Officer

Tap The Andersen Partnership

Melbourne, VIC

Support financial planners and advisors in crafting financial plans and generating reports for clients. Carry out research and analysis to underpin financial planning recommendations. General ad hoc administrative tasks. Previous...

Senior Client Services Officer | Full-time Permanent

Atlamgroup

Canberra, ACT

$89,114 - $94,120 a year

Closes: 02 May 2024 Classification: Administrative Services Officer Class 5 Salary: $89,114 - $94,120 plus superannuation Position No: 64516 Directorate: ACT Long Service Leave Authority Advertised (Gazettal date): 18 April 2024 C...