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Client Service Officer jobs in Malvern, VIC

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CLIENT SERVICES OFFICER

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...

CompanyAssociated Concepts
AddressHawthorn, VIC
CategoryAccounting & Finance
Date Posted 3 days ago See detail

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...

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...

2 weeks ago seen See more...

Client Services Officer, Flexible Funding Program, SCHADS 4.1 @ .7FTE

Permanent Care And Adoptive Families

Carnegie, VIC

Respond to Flexible Funding calls and enquiries as required. Check eligibility for Flexible Funding applications.. Process assigned applications in a timely manner. Provide administrative and operational support to the Flexible F...

a week 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...

5 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...

5 days 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...

2 weeks 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...

2 weeks 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...

3 weeks 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...

7 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...

2 weeks ago seen See more...

Client Services Administrator New

Keymoves

Malvern, VIC

Support the Practice Manager with daily operations, bookkeeping, data entry, and project tasks. Manage Accounts Receivable, including banking, receipts, and debtor communications. Provide IT support and coordinate with external IT...

2 hours 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...

3 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 Consultant and Office All Rounder

Nextgen Hr Pty Ltd

McKinnon, VIC

You have previous experience in administrative support and customer service. You are a clear and concise communicator, with a professional manner, and an effective listener, with a patient approach. You are task orientated with st...

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...

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...

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...

Aquatics Services Officer - Customer Service

City Of Stonnington

Malvern, VIC

A current Employee. A current CPR & Provide. Excellent communication skills. Previous experience in a busy Customer Service environment. Accurate cash handling skills....

5 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...

2 weeks ago seen See more...

Client Support Officer - Service Agreements

Minda

Brighton, VIC

Contract

Assisting clients and families with understanding the variety of services Minda can deliver under their NDIS Plan that meet the clients goals. Supporting clients and potential clients with up-to-date NDIS and DSOA knowledge to pr...

2 weeks ago seen See more...

Audiology Receptionist/Customer Service Officer New

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...

2 hours ago seen See more...

Student and Academic Services Officer - Generalist

Deakin College

Burwood, VIC

Provide support to Burwood reception with phone and email enquiries. Check the integrity of information and resources provided to staff and students via the Student Portal and Student Hub from trimester to trimester. Process stude...

3 days ago seen

Client Services Officer

Waverley Social Enterprises

Notting Hill, VIC

Are you looking for a role where you can make a genuine difference in peoples lives? Do you enjoy helping others to succeed? Are you looking to join an organisation and do work with real purpose, values and a commitment to drive...

2 months ago seen See more...

Aquatics Services Officer - Customer Service

City Of Stonnington

Glen Iris, VIC

Success Profile. Inherent Requirements....

5 days ago seen See more...

Aquatic Services Officer - Customer Service

City Of Stonnington

Glen Iris, VIC

A currentEmployeeWorking with Children Check. A current CPR & Provide First Aid qualification. Excellent communication skills. Previous experience in a busy Customer Service environment. Accurate cash handling skills. Strong...

5 days ago seen See more...

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