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Client Service Officer jobs in Mosman, NSW

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CLIENT SERVICES OFFICER

Prepare accurately reconciled client review reporting for Advisers. Liaise with fund managers and maintain client portfolios through financial planning software. Booking appointments, document management and data entry and deliver...

CompanyFindex
AddressSydney, NSW
CategoryAccounting & Finance
SalaryPermanent
Date Posted 2 months ago See detail

Client Services Officer

Findex

Sydney, NSW

Permanent

Prepare accurately reconciled client review reporting for Advisers. Liaise with fund managers and maintain client portfolios through financial planning software. Booking appointments, document management and data entry and deliver...

2 months ago seen See more...

Client Services Officer

Estia Health Client Services Officer

Sydney, NSW

Brings a friendly customer service to everyone whether in person, on the phone or over email. Keeps on top of paperwork record keeping, filing, etc. Enjoys showcases our home to future residents and their families. Has a track...

2 months ago seen See more...

10 x Client Service Officers | NSW State Government

Atlamgroup

Sydney, NSW

$30 - $35 per hour Super | 16-35hours per week depending on work volumes NSW State Government | Parramatta Location ASAP Start | Estimated 3month assignment, potential to extend About the Company Our large NSW State Governme...

2 months ago seen See more...

Contracts Manager and Client Services Officer

Gough Recruitment

Sydney, NSW

$85,000 - $85,000 a year

Drafting contracts. Reviewing contracts. Integrating digital contract management. Reviewing and actioning emails from Customer Service Inbox. Preparation of Loan Proposals and Loan Contracts (in support of the Sales Team). Assisti...

2 months ago seen See more...

Contracts Manager and Client Services Officer

Gough Recruitment

Sydney, NSW

$85,000 - $85,000 a year

Drafting contracts. Reviewing contracts. Integrating digital contract management. Reviewing and actioning emails from Customer Service Inbox. Preparation of Loan Proposals and Loan Contracts (in support of the Sales Team). Assisti...

2 months ago seen See more...

Client Service Offices - Estate Management

Nsw Trustee And Guardian

Sydney, NSW

$79,032 - $86,539 a year

NSW Trustee and Guardian are recruiting now to establish a talent pool to fill future ongoing and temporary vacancies within the Estate Management division over the next 18 months. Location:Regional, Rural and Metro NSW.Flexible...

2 months ago seen See more...

Client Service Officer

Godfrey Group Recruitment

Sydney, NSW

$65,000 - $75,000 a year

Support Financial Planners by assisting in preparing for client meetings, managing documentation, and maintaining compliance. Prepare documentation for client reviews, update data, and ensure timely completion of meetings. Support...

2 months ago seen See more...

Client Service Officer

Federal Court Of Australia

Sydney, NSW

$68,643 - $74,529 a year

provide information and advice relating to court services, procedures, processes and forms as well as external options to clients to assist them to resolve their enquiries and issues;. progress cases by providing administrative se...

2 months ago seen See more...

Client Services Officer - Montara Wealth

Montara Wealth

Sydney, NSW

$50,000 - $75,000 a year

Provide admin support to the Paraplanner and Senior Financial Planner, including preparation and submission of application forms. Work with the Financial Advisor& Paraplanner to construct the advice for clients. Liaise with the o...

2 months ago seen See more...

Client Services Officer - Health and Personal Injury

Equity Trustees

Sydney, NSW

Assist the CRM team with various tasks such as submissions, annual reviews, bill payments, client payments, property obligations, and compliance matters. Provide vital assistance to ensure the smooth operation of our processes. Re...

2 months ago seen See more...

Client Service Officer (Home Based Care Services)

Acon Health Limited

Sydney, NSW

The Community Support Network (CSN), and. The Aged Care Volunteer Visitors Scheme (ACVVS). Conduct client assessments and re-assessments to determine the eligibility and support required from home-based support services and other...

2 months ago seen See more...

Client Services Officer

People With Disability Australia

Surry Hills, NSW

2 full time positions on a 12-month contract with possible extension. Surry Hills, close to major transports subs and eateries. Generous above Award remuneration with NFP salary packaging. You enjoy being of service to people a...

4 weeks ago seen See more...

Senior Client Service Officer Specialist | Homes NSW | Housing Services

Department Of Communities And Justice

Surry Hills, NSW

$93,295 - $102,941 a year

Ongoing Opportunity South East SYD and North SYD Districts. Locations: Maroubra and Inner City . Talent Pool will also be created for South East SYD and North SYD Districts Salary range: $93,295 - $102,941 - PLUS employer's contri...

a month ago seen See more...

Client Service Team Manager

Gidget Foundation

North Sydney, NSW

Lead a team of Client Services Executives to ensure robust delivery of Client Services and Intake Support. Work closely with the Client Services Delivery Manager to communicate new processes to the Client Services team; identify k...

2 weeks ago seen See more...

Health Service Officer

Sedgwick

North Sydney, NSW

Manage and resolve Medical Services emails and calls. Ensure Medical Assessment tickets are actioned. Takes ownership of complex queries regarding assessments, bookings, and accounts payable and identifies opportunities to improve...

2 weeks ago seen See more...

Client Services Associate

Applied Wealth

North Sydney, NSW

Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...

2 weeks ago seen See more...

2 x Client Services - Relationship Manager / Advice Professionals

Advance Recruitment Partners

North Sydney, NSW

Develop strong relationships with key clients and third-party professionals. Become a point of contact for them to call/email with all administrative tasks and queries. Work with your Adviser, the Onboarding Team and Implementatio...

2 weeks ago seen See more...

Director, Client Services (Gadigal Sydney)

Acon Health Limited On 9 May 2024

Sydney, NSW

Permanent

Government-funded services including specialist sexual, domestic and family violence support, HIV and LGBTQ+ counselling, trans mental health, substance support, and suicide prevention and aftercare. Delivered by a multi-disciplin...

2 days ago seen See more...

Client Service Coordinator

Gallagher

Sydney, NSW

Permanent

Assist Sales teams in managing and maintaining client accounts, including data entry, updating of customer information, and generating reports;. Support Sales and Client Services teams in preparing sales presentations, proposals,...

2 days ago seen See more...

Customer Service Officer

Mediix

Sydney, NSW

$65,000-75,000 per year

Are you passionate about providing exceptional service to customers?Do you thrive in a dynamic and fast-paced environment?We are seeking a Customer Service Representative to join busy team and help deliver outstanding support to v...

5 days ago seen See more...

Part-Time Client Services Associate (Graduate/Entry Level)

Cmc Markets

Sydney, NSW

Permanent

Ensure timely support for our Stockbroking clients by providing exceptional experiences. Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, a...

5 days ago seen See more...

Client Support Officer

Advance Careers

North Sydney, NSW

Leading Australian Energy Business. Data Management, Data Entry, Problem Solving Role. Great Opportunity for Career Development. North Sydney Location....

2 weeks ago seen See more...

Markets Operations Client Service - Analyst

Jpmorgan Chase

Sydney, NSW

Permanent

Build strong relationships with all clients and offering an optimum client experience across all product groups;. Possess extensive knowledge of the product and the exchange rules covered by the team and is aware of the functions...

5 days ago seen See more...

Fund Associate | Financial Services |In office

Robert Half

Sydney, NSW

Permanent

Fund/operations accountant$120,000 - $180,000 + superSydney Fund / operations role Broad role High performing teamThe CompanyAn exciting opportunity within a slick Financial Advisor The Role This fund / operations role will jo...

2 days ago seen See more...

Customer Service Officer - Post-Settlements

Randstad

Sydney, NSW

Permanent

Build and maintain relationships with clients and lenders by providing excellent Customer Service. Manage post-settlement transactions. Create and maintain customer records. Attending to customer enquiries until they are resolved....

6 days ago seen See more...

Provider Services Officer

Hcf Provider Services Officer

Sydney, NSW

Managing high volume inbound call from providers & members. Manage complex enquires and resolve these within SLAs. Maintain confidentiality of provider and member information. Maintain accuracy of provider and member information....

7 days ago seen See more...

Customer Service Officer

St Vincent De Paul Society Nsw

Sydney, NSW

Casual position starting immediately. Warm outbound calls topeople weve assisted forresearch purposes. Ideal for someone who is seeking to work within a purpose lead organisation. Make phone calls to survey people that the St V...

a week ago seen See more...

Client Solutions Lead - Network Services

The Network It

Sydney, NSW

Permanent

Highly regarded premier solutions provider. Collaborative and Respectful Team Culture. Demonstrated Career Path Development and Progression. Flexible working arrangements & a culture that encourages work life balance. Advanced and...

3 days ago seen See more...

Senior Client Services Associate - 2IC

Mason Stevens

Sydney, NSW

Support Head of Middle Office as 2IC. Assist Client Service Associates with inquiries. Handle low-priority escalations and complaints. Manage the daily workflow of the team. Oversee service request logs and hypercare escalations....

2 weeks ago seen See more...

Manager Client Services

Nsw Department Of Justice

Sydney, NSW

Adoption and Permanency Services. Child Protection Helpline. Information Access and Exchange (IAE). Intensive Support Services (ISS). Joint Child Protection Response Program (JCPRP). ChildStory. Provide strategic leadership and ma...

2 weeks ago seen See more...

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