Client Service Officer jobs in Collingwood, VIC

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APS 3 CLIENT SERVICE OFFICER

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...

CompanyDepartment Of Veterans' Affairs
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$70,632-75,875 per year
Job typeFull-time
Date Posted 6 days ago See detail

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...

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...

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...

Client Services Officer

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

Customer Service Officers New

Convergence International

Melbourne, VIC

Unique, solutions focused Customer Service role (inbound calls and administration, no sales). Full time positions | Start Date 5th August 2024 CBD location. Work with a market leader in mental health & wellbeing. On the job trai...

Audiology Receptionist/Customer Service Officer

Melbourne Audiology Centre

Fitzroy, VIC

Providing a professional level of customer service to all clientsin an efficient and courteous manner. Responding to enquiries (face-to-face, phone and online) on services and productsaccurately and in line with established poli...

APS 4 Senior Client Contact Officer New

Department Of Veterans' Affairs

Melbourne, VIC

$79,764-85,074 per year

Location: Melbourne, VIC; Hobart, TAS. Salary Range: $79,764 - $85,074 + Attractive Superannuation. Contact Officer: Maria Kaltzidis - 03 9284 6043, Maria.Kaltzidis@dva.gov.au. Undertake telephone and front counter shifts rostered...

Client Care Team : Administration Support Officer New

Seed Psychology

Brunswick East, VIC

Meet and greet patients with exceptional customer service and delivery of quality, warmth and compassionate service to health professionals and clients. Manage psychologists schedules with diary and patient management across mult...

Customer Service Officer (94389)

Auto & General

Northcote, VIC

Able to work to strict deadlines as part of the fulfillment team, who progress claims and provide timely customer updates. Optimal pathing control/ hire car management & proactive management of customers into our assessment centre...

NDIS Client Services Manager

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...

Revenue Services Officer

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...

Operations Manager (serviced offices)

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...