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Client Service Officer jobs in Victoria

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CLIENT SERVICE OFFICER

5+ years' experience in a Client Services or administrative position within a Financial Planning practice. Ability to work independently (we're not interested in micro managing). Possess initiative, common sense and asks the right...

CompanyHmh Financial Services
AddressDoncaster East, VIC
CategoryAccounting & Finance
Date Posted a week ago See detail

Client Service Officer

Hmh Financial Services

Doncaster East, VIC

5+ years' experience in a Client Services or administrative position within a Financial Planning practice. Ability to work independently (we're not interested in micro managing). Possess initiative, common sense and asks the right...

a week 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...

a week 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 week ago seen See more...

Client Service Officer

Insurance House Group

Ballarat, VIC

Processing new business, renewals, amendments, certificates of currency and endorsements (that's insurance talk for reviewing new applications and making changes to existing policies). Respond to enquiries/requests from the broke...

3 weeks ago seen See more...

Client Service Officer

Insurance House Group

Bendigo, VIC

Processing new business, renewals, amendments, certificates of currency and endorsements (that's insurance talk for reviewing new applications and making changes to existing policies). Respond to enquiries/requests from the broke...

3 weeks ago seen See more...

Client Services Officer

Waverley Social Enterprises

Notting Hill, VIC

Are you looking for a role where you can make a genuine difference in peoples lives? Do you enjoy helping others to succeed? Are you looking to join an organisation and do work with real purpose, values and a commitment to drive...

4 weeks 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...

4 weeks ago seen See more...

Client Services Officer

Trinity Care

Greensborough, VIC

Excellent customer service skills. Excellent negotiation skills. Highly motivated and able to take initiative. Highly organised and able to effectively manage and prioritise multiple tasks. Implements, monitors and evaluates an in...

4 weeks 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...

4 weeks ago seen See more...

Client Services Officer

Centrecare

Victoria

Manage multiple calendars for appointment bookings. Answer calls promptly and in a courteous manner. Attend to general enquiries and provide assistance, including referring to other branches or agencies. Work collaboratively as pa...

4 weeks 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...

4 weeks ago seen See more...

Client Services Officer

Strategem

Bendigo, VIC

Is motivated by being challenged and driven to exceed expectations. Is passionate about people and goes above and beyond to provide a good client experience. Possesses initiative and the ability to work flexibly within a team. Is...

4 weeks ago seen See more...

Senior Client Services Officer

State Government Of Victoria

Bendigo, VIC

$74,580-90,558 per year

resume. a short covering letter....

a month ago seen See more...

Client Services Officer

Klc Recruitment

Balwyn, VIC

Balwyn East Location | Stroll to local shops and cafes | Free parking. $55,000 to $60,000 + super| Fun Fridays in the Office!. Full Time | Great Opportunity |Progress your finance career. Customer Service: answer calls, tender t...

a month ago seen See more...

Client Service Officer

Atlamgroup

Ormond, VIC

With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they?re looking for a Client Services Officer to join their growing team. You will work closely alongside a...

a month ago seen See more...

Senior Client Services Officer

Magistrates' Court Of Victoria

Bendigo, VIC

resume. a short covering letter....

a month ago seen See more...

Senior Client Services Officer

Heathcote Health

Bendigo, VIC

resume. a short covering letter....

a month ago seen See more...

Client Services Officer

Canny Group

North Geelong, VIC

$55,000 - $65,000 a year

Providing comprehensive administrative support to our Financial Advisers;. Conducting research to assist in the preparation of advice documents. Managing implementation (strategy, investment, and insurance) for our clients;. Assis...

a month ago seen See more...

Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

Client Services Officer

Evolve Scientific

Victoria

Highly regulated Laboratory located in inner suburbs of Melbourne. Contracting Food Laboratory. Fantastic Culture. Provide administrative support to the team. Sort and process high volumes of data whilst maintaining accuracy. Coor...

a month ago seen See more...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

a month ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, 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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

Client Service Officer

Demant

Elsternwick, VIC

Permanent

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage renew...

2 months ago seen See more...

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What should I search to find Client Service Officer jobs in Victoria?

People who searched for Client Service Officer jobs in Victoria also searched for Customer Service Officer, Customer Service Consultant, Service Coordinator, Customer Service Specialist, Account Officer, Customer Service Assistant, Senior Credit Officer, Clinical Service Manager, Projects Officer, Customer Service Support, Customer Service Engineer, Technical Service Manager, Senior Service Specialist, Manager Customer Service, Manager Service Delivery, . 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.

Top Jobs in Victoria

Customer Service Officer, Assistant Director, Senior Project, Customer Service Specialist, Account Officer, Client Service Officer, Senior Credit Officer, Commercial Finance Manager, Leader, Assistant Business Manager, Account Management, Associate Project Manager, Customer Service Clerk, Customer Service Engineer, Financial Accounting Manager,

What companies are hiring for Client Service Officer jobs in Victoria?

The top companies hiring now for Client Service Officer jobs are AtlamGroup, Queensland Government, Advanced Personnel Management, TAL, NIB Health Funds, Latrobe Community Health Services, Advance Recruitment Partners, Pepperstone, Family Life, FS Recruitment Solutions, Mediterranean Shipping Company, Aboriginal Housing Victoria, LifeCare Physiotherapy, Insurance House Group, eQuality Support,

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