Client Service Officer jobs in Sylvania Waters, NSW

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CLIENT SERVICES OFFICER - FINANCIAL PLANNING

Use of electronic and paper filing system. Communicating over the phone, email and fax. Preparation of client paperwork. Diary management. Use of Microsoft Word, Microsoft Excel, Microsoft Outlook. Xplan software knowledge. Data e...

CompanyFamily Wealth Advisory Sylvania
AddressSylvania Waters, NSW
CategoryAccounting & Finance
Job typeFull time
Date Posted a month ago See detail

Client Services Officer - Financial Planning

Family Wealth Advisory Sylvania

Sylvania Waters, NSW

Use of electronic and paper filing system. Communicating over the phone, email and fax. Preparation of client paperwork. Diary management. Use of Microsoft Word, Microsoft Excel, Microsoft Outlook. Xplan software knowledge. Data e...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

Client Service Manager

Prestige Paramedical Group

Cronulla, NSW

Contacting clients to book in medicals via phone email and text message. Liaising with Financial Advisers about their clients via phone and email. Liaising with various Insurance companies via phone and email. Contacting Prestige...

Business Services Manager/Client Manager - Great Team Culture - 2 days WFH

Lawson Elliott Recruitment

Cronulla, NSW

Exceptional opportunity to take the next step in your career under the guidance and mentoring of a group of highly impressive Partners. $120k - $140k Package + Benefits + Ongoing Fees. Cronulla based. Be responsible for and manage...

Client Services - Tax Accountant

Canale Tax And Accounting

Illawong, NSW

XERO. QBO. Handisoft. Preparation of tax returns for individuals, businesses and trusts. Preparation and lodgment of BAS, IAS. Preparation of payroll, super and other ad hoc requirements....

Customer Service Officer - Miranda (Fulltime)

Hcf

Miranda, NSW

Perform needs-based selling to customers face to face for HCF health insurance policies with exposure to selling Life and Travel policies. Achieve and exceed sales and service targets. Perform telephone and email sales including b...

Client service Supervisor

Iss Global

St George, NSW

Manage frontline employees rosters, pays and cleaning practices. Liaise with the Client and our Employees on a regular basis. HSE experience in toolbox talk and risk assessment. Professional presentation and customer service focu...

Client Service Manager Up to 90K Base + Super

Randstad

Menai, NSW

Permanent

Menai Based. Accounting / Advice Group. In office presence required....

Freight Station / Depot Customer Service Officer

Medlog Australia Pty Ltd

Port Botany, NSW

Provide the ultimate in Customer Service. Data entry of new shipments into system. Data entry of packing lists into system. Processing of new shipments via Web Orders / EDI in system. Ensure shipments are updated with cargo deta...

Client Services Representative

Tradiespec

Peakhurst, NSW

$65,000 – $75,000 Per Year + Superannuation

Vibrant, rapidly growing start-up. Opportunity to own the Sales Account function and grow with the business. Tight-Knit team with great work-life flexibility. Passionate. Team Orientated. Respectful. Reliable. Transparent and Re...

Executive Services Officer

Georges River Council

Hurstville, NSW

The preparation of business papers, registration of requests from the public to speak at Council or Committee Meetings, accurate minute taking at Council or Committee Meetings, distribution of actions following Council resolution....

Executive Services Officer

Atlamgroup

Hurstville, NSW

Our people are working to make the Georges River area an accessible, green, diverse and innovative community and economy. We are dedicated to providing vibrant public places, sustaining and developing a thriving creative culture,...

Executive Services Officer

Georges River Council

Kogarah, NSW

$98,765 - $114,434 a year

The preparation of business papers, registration of requests from the public to speak at Council or Committee Meetings, accurate minute taking at Council or Committee Meetings, distribution of actions following Council resolution....

Georges River Council Executive Services Officer

Georges River Council

Hurstville, NSW

The preparation of business papers, registration of requests from the public to speak at Council or Committee Meetings, accurate minute taking at Council or Committee Meetings, distribution of actions following Council resolution....

Library Officer - Children and Youth Services

Sutherland Shire Council

Sutherland, NSW

Contribute to the enrichment of the community through education, cultural services, and lifelong learning opportunities. Plan and deliver high-quality early childhood programs and engaging school holiday events. Promote library se...

Library Officer - Children and Youth Services

Atlamgroup

Sutherland, NSW

Exciting Opportunity with Sutherland Shire Libraries Are you passionate about inspiring young minds and creating engaging programming for Children and Youth? Join our team at Sutherland Shire Libraries, where you'll have the chanc...

Client Experience Officer (Administration)

Mind Connect Psychology

Kogarah, NSW

$30 - $35 an hour

You have excellent interpersonal and communication skills, in person and on the phone - you smile when you answer the phone! You show initiative, a willingness to learn and you are always looking for things to do. You are organise...

Office manager and Service Organiser

Complete Pumps Pty Ltd

Peakhurst, NSW

$38 - $43 an hour

looking after our workorders email account. ensuring jobs are running smoothly each day. scheduling. adding work orders to our Simpro software. updating clients on job information. general administration duties. managing offic...

Finance Service Officer

Finance@Work Pty Ltd

Kingsgrove, NSW

Manage multiple transactions & delivering high quality customer service. Handle calls from clients, vendors, third parties & underwriters. Provide quotes and oversee customer leads through the application process. Prepare documen...

Finance Service Officer

Finance@Work Pty Ltd

Kingsgrove, NSW

Manage multiple transactions & delivering high quality customer service. Handle calls from clients, vendors, third parties & underwriters. Provide quotes and oversee customer leads through the application process. Prepare documen...

Client Service Manager - Healthcare

Atlamgroup

Canterbury, NSW

28th March, 2024 The Florence Nightingale Agency has been in business since 1997. Our team of office staff and support workers provide home based support to help people live the way they want to, in the home and in the community.W...

Disability Services Officer

Fighting Chance

Botany, NSW

Our mission is to build a network of co-working spaces, bringing world-class work, social and learning opportunities to people of all abilities. Each Co-Working Space offers people with disability the opportunity to: Work: Avenue...

Disability Services Officer

Fighting Chance

Botany, NSW

Our mission is to build a network of co-working spaces, bringing world-class work, social and learning opportunities to people of all abilities. Each Co-Working Space offers people with disability the opportunity to: Work: Avenue...