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Client Service Officer jobs in Fitzroy, VIC

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CLIENT SERVICES OFFICER $75,000-85,000 + 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...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted a week ago See detail

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 week 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,...

2 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...

4 weeks 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...

4 weeks 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...

4 weeks 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...

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...

a month 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...

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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 $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

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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

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

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...

2 months 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...

a month 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...

2 months 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...

2 months ago seen See more...

Customer Service Officer

Carsales.com

Melbourne, VIC

Permanent

22 weeks paid parental leave for primary caregivers, including an extra five days of 'Leave Up Your Sleeve' upon return to work. Two weeks paid secondary caregivers leave, with the option to access two weeks of your sick/carers le...

2 days ago seen See more...

Guest Service Officer

Hyatt

Melbourne, VIC

Permanent

Handle guest check ins/check outs in accordance with hotel credit/cash handling policies. Provide our guests with what they want at any time. Our guests will count on hosts to provide everything the gallery has to offer, whether i...

3 days ago seen See more...

Membership Services Officer

Anzca

Melbourne, VIC

$75,000-80,000 per year

Dynamic part-time opportunity (4 days/week). St Kilda location, flexible & hybrid working available. Internationally recognised, membership-based specialist medical college. Demonstrated experience in an administrative role. Stron...

3 days ago seen See more...

Student Service Officer

The University Of Melbourne

Parkville, VIC

$83,159-95,518 per year

Salary packaging, subsidised health and wellbeing services, fitness and cultural clubs, and Myki discounts. Managing all student enquiries through various channels including OneCRM. Troubleshooting issues arising from application...

3 days ago seen See more...

Client Services Liaison

Tlc Aged Care

Fitzroy, VIC

have deep connections within the North Eastern healthcare, home care and community sector. demonstrate an ability to generate a pipeline of prospective clients. drive sales through referrers and leads, ultimately converting to pla...

a week ago seen See more...

Consultant, Client Services Investment Operations

Northern Trust

Melbourne, VIC

Permanent

Responsible for providing client service through the execution of daily functions and tasks within the Investment Operations Outsourcing Team. Responsible for oversight of offshore production of operational activity across middle...

4 days ago seen

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What should I search to find Client Service Officer jobs in Fitzroy, VIC?

People who searched for Client Service Officer jobs in Fitzroy, VIC also searched for Communication Officer, Administration Officer, Patient Service, Resident Medical Officer, Research Officer, Client Advisor, Service Support, Food Service Assistant, Business Service Manager, Student Service Officer, Finance Officer, Community Liaison Officer, Associate Service Support, Customer Service Consultant, Policy Officer, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

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

The top companies hiring now for Client Service Officer jobs are AtlamGroup,

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