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Client Service Officer jobs in Melbourne, VIC

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CLIENT SERVICES OFFICER

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...

CompanyLiz Medwin Recruitment
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$70,000 - $75,000 a year
Job typeFull time
Date Posted a week ago See detail

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 week 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 week 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...

a week ago seen See more...

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...

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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...

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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...

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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 weeks 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 weeks 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...

3 weeks 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...

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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...

3 weeks 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...

3 weeks 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...

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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...

3 weeks 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...

3 weeks ago seen See more...

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

a month ago seen See more...

Client Service Officer - Insurance

Hooker And Heijden

Melbourne, VIC

Category: Insurance Location: Melbourne Victoria Australia ClientService Officer Are you working in a call centre in a salesand service capacity or perhaps within a claims team?Are you looking for a way to transition intoa career...

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Client Services Officer

Atlamgroup

Melbourne, VIC

28th February, 2024 Melbourne CBD location Opportunity for professional development and career growth Organisation that encourages and celebrates innovation About the company Our client is an established financial planning and wea...

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APS 4 - Client Services Officer

Aps

Melbourne, VIC

Attending to telephone, counter, and email enquiries;. Providing accurate procedural advice when interpreting various rules & regulations of the Federal Court and FCFCOA (Division 2) (General Federal Law);. Assessing court documen...

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APS 4 - Client Services Officer

Federal Court Of Australia

Melbourne, VIC

$68,643 - $74,529 a year

$68,643 - $74,529 per annum, plus superannuation. Ongoing/non-ongoing, Full-time. Melbourne. Attending to telephone, counter, and email enquiries;. Providing accurate procedural advice when interpreting various rules & regulations...

2 months ago seen See more...

Client Services Officer

Maurice Blackburn Lawyers

Melbourne, VIC

You will be the primary point of contact for all inquiries. Handle incoming phone calls from group members, providing assistance and resolving issues promptly. Respond to emails from group members, addressing their concerns and...

2 months ago seen See more...

Client Services Officer

Atlamgroup

Melbourne, VIC

28th February, 2024 Melbourne CBD location Opportunity for professional development and career growth Organisation that encourages and celebrates innovation About the company Our client is an established financial planning and wea...

2 months ago seen See more...

CLIENT SERVICES OFFICER

International Taxation Services

Melbourne, VIC

$30 - $35 an hour

Maintaining client records to a high standard, appointments and other administrative duties which include Database, workflow, Excel database and practice CRMs management. Maintaining a strong relationship with Clients and assistin...

2 months ago seen See more...

Client Services Officer - Mandarin Speaker

Pepperstone

Melbourne, VIC

Providing exceptional day-to-day customer support via live chat, email, and phone, in line with quality standards and KPIs. Monitoring and responding to enquiries in an accurate and timely manner. Recording and reporting on client...

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 weeks ago seen See more...

Client Services Officer

Alfred Health

Carlton, 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...

4 weeks ago seen See more...

Client Services Officer

Alfred Health

Carlton, VIC

Permanent

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...

4 weeks ago seen See more...

Client Services Officer

Atlamgroup

Fitzroy, VIC

Work Type/s:Part Time,ongoing contractLocation:Melbourne (Fitzroy North)Applications close:15 March 2024Aboriginal Housing Victoria (AHV) is an Aboriginal community organisation responsible for managing more than 1,500 rental...

2 months ago seen See more...

Client Service Officer

Clinibase Pty Ltd

Collingwood, VIC

$60,000 - $60,000 a year

Build excellent rapport with existing and new participants. Customer service and office administration experience including document management, as well as dealing with a broad range of people, telephone and email. Conducting phon...

2 months ago seen See more...

Client Services Officer / Manager

Advance Recruitment Partners

West Melbourne, VIC

Interpreting Statements of Advice and preparing necessary applications for Advice presentation. Post - Implementation - Follow up on paperwork for advice strategies and pro-actively managing until completed (Superannuation, SMSFs,...

2 months ago seen See more...

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

People who searched for Client Service Officer jobs in Melbourne, VIC also searched for Senior Security Officer, Service Operations Manager, Office Management, Customer Service Advisor, Manager Service, Customer Service Assistant, National Service Manager, Managed Services, Service Management Specialist, Health Services Manager, Client Project Manager, Customer Service Supervisor, Customer Service Specialist, Customer Service Officer, Service Account Manager, . 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.

Top Jobs in Melbourne, VIC

Finance Analyst, Customer Service Specialist, Customer Service Officer, Customer Service Manager, Accounts Payable Officer, Corporate Finance Analyst, Accounting Manager, Service Account Manager, Finance Officer, Senior Compliance Officer, Accounts Officer, Senior Finance Manager, Commercial Finance Analyst, Senior Accountant, Client Services Manager,

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

The top companies hiring now for Client Service Officer jobs are AtlamGroup, Citigroup Inc., Federal Court of Australia, Findex, FS Recruitment Solutions, HomeCaring, Hooker and Heijden, ManpowerGroup, Maurice Blackburn Lawyers, Mediterranean Shipping Company, Pepperstone, Relationships Australia, SG Fleet Group Limited, TAL, u&u,

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