Client Service Officer jobs in South Melbourne, VIC
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CLIENT SERVICE OFFICER
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...
| Company | Andersen Partnership |
|---|---|
| Address | Melbourne, VIC |
| Category | Accounting & Finance |
| Date Posted | 3 days ago See detail |
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...
3 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...
3 days ago seen See more...
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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...
7 days ago seen See more...
- View all - jobs in Melbourne, VIC
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...
a week ago seen See more...
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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...
3 days ago seen See more...
- View all - jobs in Parkville, VIC
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...
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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...
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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 (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...
2 days ago seen See more...
- View all - jobs in Moonee Ponds, VIC
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...
3 days ago seen See more...
- View all - jobs in Malvern, VIC
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...
2 weeks ago seen See more...
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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...
3 days ago seen See more...
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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...
- View all - jobs in Melbourne, VIC
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,...
4 weeks ago seen See more...
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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...
a month ago seen See more...
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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...
a month 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...
a month ago seen See more...
Client Services Consultant and Office All Rounder New
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...
6 hours ago seen See more...
- View all - jobs in McKinnon, VIC
Client Service Manager, Victoria New
Aware Super
Melbourne, VIC
Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision. Facilitate the practice management tasks for financial...
2 hours ago seen
Client Services Manager New
Petrus Wealth
Richmond, VIC
Preparation of Review reports. Liaise with Accountants, Praemium, some fund managers and other third parties. Maintain client data. Proficiency in managing asset transfer requests, with a focus on ASX listed securities and managed...
6 hours ago seen See more...
- View all - jobs in Richmond, VIC
Customer Service Officer - Customer Contact Centre New
The Royal Children's Hospital Vic
Melbourne, 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...
7 hours ago seen See more...
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Senior Customer Service Officer New
State Government Of Victoria
Melbourne, VIC
$74,580-82,571 per year
Ongoing, Full Time. PoV Grade 3.1, $74,580 - $82,571. You are an enthusiastic Customer Service professional and supervisor, with a track record of success in the provision of front-of-house services to a diverse client group. A st...
21 hours ago seen See more...
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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 days ago seen See more...
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Patient Services Officer
Atlam Group
Melbourne, VIC
Permanent
It?s the sense of belonging and being part of an organisation that puts the patient in the centre of all that is done. In addition to this, you will have access to:Epworth?s enhanced Not for Profit status (and not available in the...
2 days ago seen
Student & Academic Services Officer New
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...
21 hours ago seen See more...
- View all - jobs in Parkville, VIC
Visitor Services Support Officer (Casual)
City Of Greater Bendigo
Melbourne, VIC
3 Casual positions available. Casual hourly rate: $41.78 plus superannuation. Located in Bendigo and Heathcote Visitor Centers. Support and engage with our community and visitors. Achieve flexibility within a casual position. Ann...
2 days ago seen See more...
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Service Desk Officer New
Moonee Valley City Council
Essendon, 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...
just now seen See more...
Receptionist/Customer Service Officer New
Shiny Pty Ltd
Fairfield, VIC
Meet and greet all entrants to the office/building. Answer all calls that come through the general reception line and transfer calls to the appropriate contact. Take and ensure messages are passed to the appropriate staff member o...
7 hours ago seen See more...
- View all - jobs in Fairfield, VIC
Client Services Scheduling Specialist - Immediate Start New
Nurse Next Door
Hawthorn, VIC
A strong ability to focus on details. Strong problem-solving skills to fill client schedules both long-term and short term. Strong computing skills to ensure all essential information is gathered, documented, and properly communic...
7 hours ago seen See more...
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