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Client Service Officer jobs in Coburg, VIC

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CLIENT SERVICES OFFICER (FINANCIAL PLANNING)

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...

CompanyAccountinghq
AddressMoonee Ponds, VIC
CategoryAccounting & Finance
Date Posted a week ago See detail

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...

a week ago seen See more...

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

Mint People

Carlton, VIC

8.30am to 4.30pm Monday to Friday or. 8.30am to 4.30pm Monday to Thursday. Flexible work arrangements. Choose from FT or PT. Dynamic team environment. Competitive salary based on experience. Prepare essential documents for client...

5 days ago seen See more...

APS 3 Client Service Officer

Department Of Veterans' Affairs

Melbourne, VIC

$70,632-75,875 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $70,632 - $75,875 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. The administrative management of prior financial approval r...

3 days ago seen See more...

APS 4 Senior Client Service Officer

Department Of Veterans' Affairs

Melbourne, VIC

$79,764-85,074 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $79,764 - $85,074 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. The administrative management of prior financial approval r...

3 days ago seen See more...

Client Services Officer New

Associated Concepts

Hawthorn, VIC

Front reception and phone monitoring. Working both autonomously and as a part of a tightly knit team. Keen eye for detail to ensure accurate document preparation. Implementing advice recommendations for clients.. Initiating, lodg...

20 hours 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 Service Officer - Part time

Marsh & Mclennan Companies

Melbourne, VIC

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...

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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...

2 weeks 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...

2 weeks 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...

3 weeks 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...

3 weeks 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,...

3 weeks ago seen

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...

3 weeks ago seen See more...

NDIS Client Services Manager New

Necessity Housing

Melbourne, VIC

Build and maintain strong relationships with clients, families, and NDIS stakeholders. Ensure seamless onboarding of new participants, including all relevant compliance checks. Regular face-to-face interactions with participants t...

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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...

3 weeks ago seen See more...

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...

a month 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,...

a month 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...

2 months 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...

2 months 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 months ago seen See more...

Level 3 Security officer health services New

Stateguard

Melbourne, VIC

Exceed KPI's by promoting excellence in service. Ensure that the customer's security requirements and expectations are exceeded. Extend courtesy and professionalism at all times. Adherence to contracts, processes and quality proce...

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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...

Revenue Services Officer New

Peter Macallum Cancer Cente - Peter Mac

Melbourne, VIC

Sundry Debtors (manual billing & debt recovery);. Inpatient bed fees/prosthesis (Manual Health Fund Billing, Error & Rejection analysis and debt recovery);. Medical/Surgical Oncology (Manual Health Fund Billing, Error & Rejectio...

10 hours ago seen See more...

Operations Manager (serviced offices) New

The Executive Centre

Melbourne, VIC

Meet & greet of clients and guests. Telephone answering. Mail and courier handling. Email communication. System data input and updates. Administration support. Meeting room services. Barista coffee and bar service. IT support (bas...

11 hours ago seen See more...

Customer Service Officer New

Secure Electronic Registries Victoria

Docklands, VIC

Provide support to our customers over the phone (inbound and outbound calls) and via email in a high-volume contact centre environment. Excellent rapport building skills, working in a team environment. Provide administrative supp...

20 hours ago seen See more...

Client Service Manager New

Talentpath

Melbourne, VIC

Work for a company that is well-known and respected across the country. Your work will directly influence and improve the lives of your customers. Centrally located city-based office located in the heart of Brisbane. Supportive te...

20 hours ago seen See more...

Customer Service Officer - Novated New

Custom Fleet

Melbourne, VIC

Providing excellent Customer Service by resolving customer and driver queries. Understanding the Novated Leasing product range. Providing proactive management of client database to ensure relationships are maintained. Completing m...

20 hours ago seen See more...

Senior Customer Service Officer New

Dixon Appointments

Melbourne, VIC

$58 + Super Negotiable. on-site 5 days. Potentially 8-week assignment, commencing ASAP. Assessment of complex medical and criminal matters. Working with multiple service providers and agencies to finalise applications relating to...

20 hours ago seen

Customer Service Officer

Master Builders Association Of Victoria

East Melbourne, VIC

Use your strong communication skills to respond to inbound and outbound telephone enquiries. Establish rapport by using active listening and questioning techniques to determine member requirements. Ability to analyse situations an...

yesterday seen See more...

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