LoginRegister

Client Service Officer jobs in Moonee Ponds, VIC

Now available 302 results are consistent

Sort by:relevance - date

CLIENT SERVICES OFFICER (FINANCIAL PLANNING)

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...

CompanyAccountinghq
AddressMoonee Ponds, VIC
CategoryAccounting & Finance
Date Posted 6 days ago See detail

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...

6 days ago seen See more...

APS 3 Client Service Officer New

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 hours ago seen See more...

APS 4 Senior Client Service Officer New

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 hours 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...

7 days 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...

2 days ago seen See more...

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...

3 weeks 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...

7 days 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...

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 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...

2 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...

2 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...

2 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,...

2 weeks ago seen

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...

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...

4 weeks 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...

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...

7 days ago seen See more...

Service Desk Officer

Moonee Valley City Council

Moonee Ponds, VIC

Temporary full-time opportunity (6 months). Salary commencing at $79,983 per annum pro rata, plus 11.5% superannuation (commensurate with experience). Exciting opportunity to provide high level customer service and work in a hardw...

3 days ago seen See more...

Student & Academic Services Officer

University Of Melbourne

Parkville, VIC

Support core functions of the Student and Academic Services team to ensure the timely delivery of programs and processes for graduate and undergraduate courses. Work in a dynamic, multidisciplinary team, delivering high-quality, c...

3 days ago seen See more...

Customer Service Officer - Customer Contact Centre

The Royal Children's Hospital Melbourne

Parkville, VIC

The role is required to answer enquiries through two channels at RCH - the Switchboard and the Specialist Clinics Call Centre:. Switchboard responsibilities include responding to a high volume of internal and external calls, overh...

3 days ago seen See more...

Administrative Services Officer, Migration New

State Government Of Victoria

Melbourne, VIC

$59,877-76,425 per year

Full time maximum term position up to 18 months (part time considered). Salary based on experience, range: $56,196- $76,425 (pro rata) plus super. Up to $15,900 in salary packaging and hybrid WFH & office model. Demonstrated profi...

3 hours ago seen See more...

Student & Academic Services Officer

The University Of Melbourne

Parkville, VIC

$83,159-95,518 per year

Support core functions of the Student and Academic Services team to ensure the timely delivery of programs and processes for graduate and undergraduate courses. Work in a dynamic, multidisciplinary team, delivering high-quality, c...

5 days ago seen See more...

People Services Officer

Court Services Victoria

Melbourne, VIC

Act as the first point of contact for HR queries and requests, respond in a timely and professional manner consistent with relevant legislation (e.g., VPS Enterprise Agreement 2020, Fair Work Act 2009) policy and procedure. Triage...

yesterday seen

Court Assessment and Prosecutions Service Officer - Bail and Remand Court (BaRC)

State Government Of Victoria

Melbourne, VIC

$84,166-90,558 per year

Advise and provide recommendations to the courts. Ongoing training, learning and development opportunities. 3 x Full Time positions until June 2026 role based in Melbourne's CBD. experience or knowledge of court processes, prosecu...

yesterday seen See more...

Court Assessment and Prosecutions Service Officer - Bail and Remand Court (BaRC)

Corrections Victoria

Melbourne, VIC

$84,166-90,558 per year

Advise and provide recommendations to the courts. Ongoing training, learning and development opportunities. 3 x Full Time positions until June 2026 role based in Melbourne's CBD. experience or knowledge of court processes, prosecu...

yesterday seen See more...

Fleet Services Officer

Sg Fleet

Melbourne, 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...

yesterday seen See more...

Booking Officer - Interpreter Services

The Royal Children's Hospital Melbourne

Parkville, VIC

Allocate Interpreter bookings for patients/ families with the utilisation of EMR and external Portals. Effectively answer and respond to all phone calls, email and online requests in a professional and timely manner. Ensure reques...

3 days ago seen See more...

see more

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

People who searched for Client Service Officer jobs in Moonee Ponds, VIC also searched for Policy Officer, Quality Officer, Guest Service Agent, Service Assistant, Administration Officer, Manager Service, Mental Health Service, Client Service Manager, Children Service, Technical Officer, Customer Service Care, Client Service, Service Officer, Office Manager, Support 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.

Fastest job search tips

Search on Google

"Keyword" + au.123work.net

For example: Client Service Officer jobs in Moonee Ponds, VIC au.123work.net

Home
Create Cover Letter
Create CV
Account
More