Client Service Officer jobs in West Melbourne, VIC

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CLIENT SERVICE OFFICER

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...

CompanyInsurance House Group
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 5 days ago See detail

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...

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...

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...

Customer Service Officer - Sunshine New

Hays Recruitment

West Melbourne, VIC

You will be responsible for engaging with customers in a counter-based role. You will be responsible for resolving and responding to a wide range of Customer Service queries and fees/transactions, as well as licence processing. Th...

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...

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...

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...

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...

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...

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...

Customer Service Officer New

Europcar

South Melbourne, VIC

A competitive hourly rate + generous incentive scheme. Opportunity to maximise your income based on your exceptional performance with our incentive program. Ongoing training and development. Access to same-day pay via our financ...

Client Services Administrator | Brunswick | WFH 1 day a week New

Engage Personnel

Melbourne, VIC

Up to $75,000 + Super. Brunswick location - Walking distance from public transport and paid parking. WFH 1 day a week! Collation of financial statements and tax returns. Coordinate the workflow and actively monitor compliance dead...

Customer service officer New

Box Hill Institute Of Tafe

Melbourne, VIC

Based at our Box Hill Campus. Multiple part-time, ongoing position available. PACCT 3 - $56,592 (plus compulsory superannuation contribution). A tertiary qualification in Business Administration or Customer Service; or suitable co...

Client services coordinator - career opportunity New

Engage Personnel

Melbourne, VIC

Ability to support to the wider accounting team in various administration tasks. Preparation of Financial & Tax Return packages and Corporate Secretarial management. Preparation of associated letters and invoices using various sof...

Remediation Customer Service Officer New

Select Aust Sydney

Docklands, VIC

Their vision of being Australia's first choice across providing the best service to retail, businesses and communities is supported by their drive of simplifying and transforming processes as well as their focus on their people. S...

Customer Service Officer New

Parks Victoria Vic

Melbourne, VIC

Join our dynamic customer facing team to provide exemplary Visitor Experiences. Enjoy working in nature at the beautiful Dandenong Ranges Botanic Gardens. Build your Customer Service skills in our retail outlet and by provide tour...

Customer Services Officer New

Industry Capability Network Ltd

Melbourne, VIC

This is a 12-month fixed term position, with potential of ongoing. Working under the direction of the Customer Services Lead you will:. Provide exceptional customer service and support over the phone, via email and through our...

Customer Service Officer New

Mecca Recruitment Group

Melbourne, VIC

Multiple Opportunities Available, Melbourne CBD Location. Start of your career in Superannuation. Finish training with your RG146 Qualification!!...

General Manager - Client Services New

Lawson Delaney

Melbourne, VIC

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

General Manager - Client Services New

Johnson Recruitment

Melbourne, VIC

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

Client Services Officer

Hoban Recruitment

Port Melbourne, VIC

Contract

Our work is vital to the Australian economy, providing world-class measurement products, advice, and regulatory oversight. As a Client Services Officer, you will be responsible for delivering exceptional client service, managing i...

Client Services Officer

Bayside Group

Melbourne, VIC

Permanent

Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Client Service (CS) team located in Melbourne and Sydney. Answer customer and stakeholder enquiries of a sim...

Client Services Officer

Bayside Group

Melbourne, VIC

Well known Government Organisation 12-month contract with a view to extend Close to Melbourne CBD area Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Clie...

Client Services Officer

Engage Personnel

Parkville, VIC

$65,000 - $70,000 a year

Liaising with clients over the phone. Processing ATO correspondence. Client database management. Collating and scanning documents. Assisting with tax registrations. Business name registrations and renewals. Assisting the accountan...

Client Services Officer

Alfred Health

Melbourne, VIC

Permanent opportunity. Part Time at 48 hrs per f/n. Grade 1 Administrator (HS1). Melbourne Sexual Health Centre, prime Carlton location. Great staff benefits!. Demonstrated successful face to face client/ patient/ customer service...

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

Fs Recruitment Solutions

Melbourne, 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...

Client Services Officer - Great Opportunity

Engage Personnel

Melbourne, VIC

Experienced Client Services Officer required for a growing Accounting firm. The suitable candidate will possess strong organisational skills, having worked in an administrative capacity in the accounting sector. This is not your t...

Client Services Officer - Great Opportunity!

Engage Personnel

Melbourne, VIC

$50,000 - $65,000 a year

The suitable candidate will possess strong organisational skills, having worked in an administrative capacity in the accounting sector. This is not your typical CSO role you will servicing high-net-worth client portfolios ranging...

Client Services Officer

Acton Wealth

Melbourne, VIC

$60,000 - $79,999

Friendly and supportive work environment. Flexible working opportunities. Strong team culture. Opportunity for long-term career prospects. Implementation of Adviser recommendations including liaising directly with Super/Investment...

Client Services Officer

Alfred Health

Carlton, VIC

Permanent opportunity. Part Time at 48 hrs per f/n. Grade 1 Administrator (HS1). Melbourne Sexual Health Centre, prime Carlton location. Great staff benefits!. Demonstrated successful face to face client/ patient/ customer service...