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Client Service Officer jobs in Altona, VIC

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CLIENT SERVICE OFFICER

Reviewing and processing certificate of insurance applications. Reviewing domestic building contracts in line with insurance applications. Processing new business invoices, including amendments and cancellations. Responding to gen...

CompanyInsurance House Group
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 23 hours ago See detail

Client Service Officer New

Insurance House Group

Melbourne, VIC

Reviewing and processing certificate of insurance applications. Reviewing domestic building contracts in line with insurance applications. Processing new business invoices, including amendments and cancellations. Responding to gen...

23 hours ago seen See more...

Client Services Officer - Part Time 15-25 hours (you decide!) New

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...

23 hours ago seen See more...

Client Services Officer

Advanced Personnel Management

Melbourne, VIC

Handle a mixture of inbound and outbound calls and confidentially capture caller data into our systems. Listen to the client, understand their enquiry and assist appropriately to deliver the best possible customer experience. Coll...

2 days ago seen See more...

Client Services Officer

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...

3 weeks ago seen See more...

Client Services Officer (Entry Level or Grad)

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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

Production Planner / Customer Service Officer (bilingual Mandarin & English) New

Ua Holdings Pty Ltd

Altona, VIC

Oversee the entire order cycle to enhance business development and ensure sustainability and customer satisfaction. Process client orders with precision and ensure they are entered into the system with complete accuracy. Regularly...

23 hours ago seen See more...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

3 weeks ago seen See more...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

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...

3 weeks ago seen See more...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

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...

3 weeks ago seen See more...

Client Services Officer

Hoban Recruitment

Port Melbourne, VIC

Contract

Our work is vital to the Australian economy, providing world-class measurement products, advice, and regulatory oversight. As a Client Services Officer, you will be responsible for delivering exceptional client service, managing i...

4 weeks ago seen See more...

Client Service Officer - Sunshine Coast

Voyager Recruitment

Sunshine, VIC

The responsibility for the day-to-day administration and strategy implementation activities for the firms clients. Supporting all aspects of compliance and best practise. Ability to prioritise tasks, multi-task and shift focus wh...

2 months ago seen See more...

Senior Information Services Officer New

Mitchell Shire Council

Melbourne, VIC

Senior Information Services OfficerMitchell Shire Council has embarked on Victorias last great story of growth.Located just 40 minutes from Melbourne where the city meets the country, were renowned for our scenic beauty thats r...

just now seen See more...

Client Services Officer

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

3 weeks ago seen See more...

Client Services Officer

Bayside Group

Melbourne, VIC

Permanent

Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Client Service (CS) team located in Melbourne and Sydney. Answer customer and stakeholder enquiries of a sim...

4 weeks ago seen See more...

Client Services Officer

Bayside Group

Melbourne, VIC

Well known Government Organisation 12-month contract with a view to extend Close to Melbourne CBD area Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Clie...

4 weeks ago seen See more...

Customer Service Officer New

Opal

Seaholme, VIC

Competitive salary in an ongoing, full-time role. Monday to Friday role located at our site in Altona (less than 20km West of Melbourne). Join a tight-knit & supportive team. Training will be provided and a great opportunity for l...

23 hours ago seen See more...

Client Services Officer

Alfred Health

Melbourne, VIC

Permanent opportunity. Part Time at 48 hrs per f/n. Grade 1 Administrator (HS1). Melbourne Sexual Health Centre, prime Carlton location. Great staff benefits!. Demonstrated successful face to face client/ patient/ customer service...

4 weeks ago seen See more...

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

Fs Recruitment Solutions

Melbourne, 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...

4 weeks ago seen See more...

Client Services Officer - Great Opportunity

Engage Personnel

Melbourne, VIC

Experienced Client Services Officer required for a growing Accounting firm. The suitable candidate will possess strong organisational skills, having worked in an administrative capacity in the accounting sector. This is not your t...

a month ago seen See more...

Client Services Officer - Great Opportunity!

Engage Personnel

Melbourne, VIC

$50,000 - $65,000 a year

The suitable candidate will possess strong organisational skills, having worked in an administrative capacity in the accounting sector. This is not your typical CSO role you will servicing high-net-worth client portfolios ranging...

a month ago seen See more...

Client Services Officer

Acton Wealth

Melbourne, VIC

$60,000 - $79,999

Friendly and supportive work environment. Flexible working opportunities. Strong team culture. Opportunity for long-term career prospects. Implementation of Adviser recommendations including liaising directly with Super/Investment...

a month ago seen See more...

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

2 months ago seen See more...

Client Service Officer - Insurance

Hooker And Heijden

Melbourne, VIC

Category: Insurance Location: Melbourne Victoria Australia ClientService Officer Are you working in a call centre in a salesand service capacity or perhaps within a claims team?Are you looking for a way to transition intoa career...

2 months ago seen See more...

Client Services Officer

Atlamgroup

Melbourne, VIC

28th February, 2024 Melbourne CBD location Opportunity for professional development and career growth Organisation that encourages and celebrates innovation About the company Our client is an established financial planning and wea...

2 months ago seen See more...

APS 4 - Client Services Officer

Aps

Melbourne, VIC

Attending to telephone, counter, and email enquiries;. Providing accurate procedural advice when interpreting various rules & regulations of the Federal Court and FCFCOA (Division 2) (General Federal Law);. Assessing court documen...

2 months ago seen See more...

Client Service Officer

Demant

Elsternwick, VIC

Permanent

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 renew...

4 weeks ago seen See more...

Administration & Customer Service Officer New

Just Careers Training

Sunshine, VIC

All facets of administration and Customer Service. Excellent Customer Service skills. excellent computer skills. Excellent interpersonal skills with ability to develop relationships with all clients & stakeholders. Ability to wor...

23 hours ago seen See more...

Client Service Officer

Audika

Elsternwick, VIC

#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...

4 weeks ago seen See more...

Client Services Officer

Engage Personnel

Parkville, VIC

$65,000 - $70,000 a year

Liaising with clients over the phone. Processing ATO correspondence. Client database management. Collating and scanning documents. Assisting with tax registrations. Business name registrations and renewals. Assisting the accountan...

4 weeks ago seen See more...

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