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Client Service Officer jobs in Burnley, 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 days 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...

3 days ago seen See more...

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...

5 days ago seen See more...

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...

a week ago seen See more...

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...

a week ago seen See more...

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...

a week ago seen

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,...

a week ago seen

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...

3 weeks ago seen See more...

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,...

4 weeks ago seen See more...

Client Service Officer

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...

a month ago seen See more...

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

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...

a month 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...

a month 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...

2 months 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...

2 months 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...

2 months 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...

2 months ago 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...

2 months 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...

2 months 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...

2 months ago seen See more...

Client Services Officer

Cohealth

Footscray, VIC

Full-Time, fixed-term until September 2025. Work for a multi-award-winning iconic community health organisation. Generous salary packaging options to reduce your cohealth taxable income. Promptly and professionally respond to enqu...

a week ago seen See more...

Customer Service Officer - Work from home after training! New

Randstad

Melbourne, VIC

Training period: 8 weeks of training based at the above locations - 9am till 5pm Post training: This position will be based from home, 4 days a week & 1 day a week required from the CBD. After training this role will have a rotati...

5 hours ago seen See more...

Service Officer, Victorian Civil and Administrative Tribunal (VCAT) New

State Government Of Victoria

Melbourne, VIC

$56,834-72,985 per year

Effectively use computer systems for basic word processing, email, answering telephones, appointment scheduling as well as internet and intranet functions. Experience working in a high-volume Contact Centre environment and/or cust...

17 hours ago seen See more...

APS 5 Client Services Assistant Manager New

Department Of Veterans' Affairs

Melbourne, VIC

$88,923-92,670 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $88,923 - $92,670 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. Booked Car with Driver (BCWD) which is a pre-booked taxi or...

18 hours ago seen See more...

Client Services Officer

Klc Recruitment

Balwyn, VIC

Balwyn East Location | Stroll to local shops and cafes | Free parking. $55,000 to $60,000 + super| Fun Fridays in the Office!. Full Time | Great Opportunity |Progress your finance career. Customer Service: answer calls, tender t...

2 months ago seen See more...

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...

2 months ago seen See more...

Administration Officer Perinatal Emotional Health Service New

St Vincent's Health Australia

Melbourne, VIC

$70,855 per year

Permanent, part time opportunity (30.4 hours per week). Excellent benefits including salary packaging. Friendly and supportive team environment. Act as a frontline contact for the PEHS. Provide a reception function and be responsi...

17 hours ago seen See more...

Client Service Officer

Atlamgroup

Ormond, VIC

With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they?re looking for a Client Services Officer to join their growing team. You will work closely alongside a...

2 months ago seen See more...

Client Service Officer

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...

2 months ago seen See more...

Technical (Gas) Customer Service Officer

State Government Of Victoria

Melbourne, VIC

$103,556-132,687 per year

Assessing gas-related queries for industry, trade and the public. Provide guidance to architects, councils, consultants, engineering companies, gas fitters and other trades people and the public on gas-related queries. Responses m...

3 days ago seen See more...

Patient Service Officer (Medical Administration)

Genesiscare

Melbourne, VIC

Work efficiently in a fast-paced administrative role where customer focus remains the top priority. Act as the first point of contact to patients and provide excellent customer service both face to face and over the phone. Adapt t...

a week ago seen See more...

Food Services Officer (Cook)

Thorne Harbour Health

South Yarra, VIC

A nutritious lunch and dinner, provided once each per week;. The provision of self-serve brunches;. A community Pantry Service;. Special event catering....

a week ago seen See more...

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