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Client Service Officer jobs in Collingwood, VIC

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CLIENT SERVICE OFFICER

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...

CompanyAndersen Partnership
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 3 days ago See detail

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...

3 days 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...

3 days ago seen See more...

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...

3 days ago seen See more...

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...

a week 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...

a week 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...

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...

2 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...

2 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,...

2 weeks ago seen

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...

3 days 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...

3 days ago seen See more...

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...

3 days 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...

2 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...

4 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...

2 months ago seen See more...

Client Service Manager, Victoria New

Aware Super

Melbourne, VIC

Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision. Facilitate the practice management tasks for financial...

11 hours ago seen

Client Services Manager New

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...

15 hours ago seen See more...

Receptionist/Customer Service Officer New

Shiny Pty Ltd

Fairfield, VIC

Meet and greet all entrants to the office/building. Answer all calls that come through the general reception line and transfer calls to the appropriate contact. Take and ensure messages are passed to the appropriate staff member o...

16 hours ago seen See more...

Customer Service Officer - Customer Contact Centre New

The Royal Children's Hospital Vic

Melbourne, VIC

The role is required to answer enquiries through two channels at RCH - the Switchboard and the Specialist Clinics Call Centre:. Switchboard responsibilities include responding to a high volume of internal and external calls, overh...

16 hours ago seen See more...

Student & Academic Services Officer

The University Of Melbourne

Parkville, VIC

$83,159-95,518 per year

Support core functions of the Student and Academic Services team to ensure the timely delivery of programs and processes for graduate and undergraduate courses. Work in a dynamic, multidisciplinary team, delivering high-quality, c...

yesterday seen See more...

Senior Customer Service Officer

State Government Of Victoria

Melbourne, VIC

$74,580-82,571 per year

Ongoing, Full Time. PoV Grade 3.1, $74,580 - $82,571. You are an enthusiastic Customer Service professional and supervisor, with a track record of success in the provision of front-of-house services to a diverse client group. A st...

yesterday seen See more...

Casual/ Part-Time Client Services Specialist

Hamish Munro

Collingwood, VIC

Hours on offer will be on a set schedule with advance notice provided for ad hoc shifts. Trade hours are Wednesday to Saturday, 10AM to 5PM.Delivering an exceptional customer experience with expertise and guidance and connecting w...

4 days ago seen See more...

Client Services Scheduling Specialist - Immediate Start New

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...

16 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...

Patient Services Officer

Atlam Group

Melbourne, VIC

Permanent

It?s the sense of belonging and being part of an organisation that puts the patient in the centre of all that is done. In addition to this, you will have access to:Epworth?s enhanced Not for Profit status (and not available in the...

2 days ago seen

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...

3 days ago seen See more...

Service Officer, Victorian Civil and Administrative Tribunal (VCAT)

Court Services Victoria

Melbourne, VIC

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...

3 days ago seen

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What companies are hiring for Client Service Officer jobs in Victoria?

The top companies hiring now for Client Service Officer jobs are Clinibase Pty Ltd,

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