Client Service Officer jobs in Melbourne, 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 an hour ago See detail

Client Services Officer $75,000-85,000 + Super New

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...

Customer Service Officer (12 Month Fixed-Term Contract) | Ringwood, VIC New

Bendigo & Adelaide Bank

Melbourne, VIC

Extensive experience in a Customer Service environment. Demonstrated competence in achieving consistent sales results. An ability to confidently talk to customers face-to-face and over the telephone. An eagerness to understand and...

Aviation Customer Service Officer New

Iss Global

Melbourne, VIC

You will provide a high level of Customer Service to traveling passengers. Assist passengers with queries relating to moving through the airport. Manage passenger flow at screening point to minimise queuing times. Strong customer...

Adviser Services Officer New

Sequoia Financial Group

Melbourne, VIC

Calculate, prepare and review commissions, in an efficient manner according to terms and key deadlines. Assist with cashflow forecasting for commission runs. Working close with compliance, state managers and directors in the compa...

Client Service Manager New

Mercer

Melbourne, VIC

To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. Flexible work arrangements....

Client Services Manager New

Homesuite

Melbourne, VIC

Making outbound calls to customers who have approached, or been referred to Homesuite about our services (KPI 80+ calls per day). Owning your pipeline of customers, using your exceptional service skills and initiative to deliver o...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Fleet Services Officer New

Sg Fleet

Docklands, VIC

Recharge and relax with three extra days of leave each year. We call them wellness days. We offer industry leading 20 weeks paid parental leave. Save plenty with vehicle salary packaging. Monetary service milestone awards. Recruit...

NDIS Client Services Manager New

Danny Met Sally

Carlton, VIC

Attractive Salary & Incentives. Additional Leave Benefits - Including Mental Health Days. Career Progression Opportunities. Positive and Supportive Work Culture & Environment. Liaising with direct clients, Support Coordinators and...

Client Services Liaison New

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...

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...

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...

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...

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...