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CLIENT SERVICES OFFICER

Managing client applications and redemptions and unit registry enquiries through liaison with the client and relevant fund administration. Design, development, execution and delivery of external and internal regular and ad hoc rep...

CompanyPerigon Group
AddressBrisbane, QLD
CategoryAccounting & Finance
SalaryTraining
Date Posted a month ago See detail

Client Services Officer

Perigon Group

Brisbane, QLD

Training

Managing client applications and redemptions and unit registry enquiries through liaison with the client and relevant fund administration. Design, development, execution and delivery of external and internal regular and ad hoc rep...

a month 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...

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Client Services Officer – Assessment Services

Advanced Personnel Management

Canning Vale, WA

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...

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Client Services Officer

Women's Legal Service Wa Inc

Perth, WA

$67,903 - $70,979 a year

Outstanding oral communication skills that include a proven ability to communicate appropriately and in a non-judgmental manner with clients. Empathetic and flexible approach towards the sensitiveness of client issues. Compassion...

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Client Services Officer Bendigo

Country Hearing Care

Bendigo, VIC

Trusted Team. Compassionate Client-Centred Care. Passionate Professionals. Ethical Service. Answering and managing phone calls. Greeting and liaising with our patients. Generating invoices. Processing patient referrals. Managing...

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Client Services Officer

Hays Recruitment

Cairns, QLD

Coordinate client meetings, ensuring attendance and scheduling follow-ups.. Gather information from various third parties, such as accountants, lawyers, and financial institutions. Communicate with super funds and fund managers t...

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AO3 Client Service Officer (Payroll)

Mcarthur

Meadowbrook, QLD

previous payroll or finance administration experince. an aptitude for working with numbers and a keen eye for detail with high accuracy being essential. ability to work efficiently and meet set daily targets. excellent communicati...

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Client Services Officer

Hays Recruitment

Cairns, QLD

Collaborate closely with Senior Advisers and management to ensure seamless and exceptional service Your new company Are you ready for an exciting career move? We're on the lookout for a dedicated professional who thrives on excell...

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Administration & Client Services Officer, Facilities & Maintenance

Albury Wodonga Health Vic

Wodonga, VIC

Join the largest regional health service between Sydney and Melbourne. Dynamic work environment and collaborative team culture. Access to wellness programs and fitness passport. Demonstrated experience in the provision of a high l...

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Administration & Client Services Officer, Facilities & Maintenance

Albury Wodonga Health

Albury, NSW

Join the largest regional health service between Sydney and Melbourne. Dynamic work environment and collaborative team culture. Access to wellness programs and fitness passport. Demonstrated experience in the provision of a high l...

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Client Services Officer - Court Services - Coffs Harbour Hub

Department Of Communities And Justice

Coffs Harbour, NSW

$70,694 - $76,857 a year

Location - Court Services, Coffs Harbour Hub. Salary ranging from $70,694 pa to $76,857 pa + super and leave loading. Supporting the efficient operation of the court including liaising effectively with a wide range of stakeholders...

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CAFS Client Services Officer

Atlamgroup

Bankstown, NSW

$15,900 - $15,900 a year

Posted: 22/03/2024 Closing Date: 22/04/2024 Job Type: Permanent - Part Time Location: Bankstown, NSW Job Category: Child & Family Services About us Creating Links is a leading medium sized boutique NFP organisation that delivers...

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Client Service Offices - Estate Management

Nsw Trustee And Guardian

Newcastle, 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...

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Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

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Client Services Officer - Financial Planning

Q4 Financial

Brisbane, QLD

$55,000 - $70,000 a year

Work with an established and leading provider of wealth management and accounting services. Be part of a family friendly business.. Flexible working arrangements.. Financial Planning Graduates or Administration Assistants with w...

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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...

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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...

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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...

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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...

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Client Service Officer for Accounting Firm

Whg Recruitment

Brisbane, QLD

You have demonstrated administrative experience in a previous accounting administration role. You have solid problem-solving, time management, and organisational skills. High standard of written and verbal communication skills wit...

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Client Service Officer

Mgd Wealth

Brisbane, QLD

Provide high-level support to our Directors/ Client Advisers. Prepare and/ or collate client documentation. Process implementations for new and existing clients. Lodge LOAs and complete data collection. Liaise with fund managers,...

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Experienced Client Service officer/Manager | $92k package

Advance Recruitment Partners

Brisbane, QLD

Liaising with clients to collect required information, provideprogress updatesand respond to general queries. Liaising with product providers and other third parties. Arranging client appointments. Preparing files for client me...

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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...

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Client services officer

Stirling Andersen

Brisbane, QLD

Provide support to Financial Advisors in managing client caseloads and handling transactions. Manage diary appointments, respond to client queries, and fulfill advisor requests. Prepare client documents for meetings, including Sta...

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Client service officer / Adviser assistant

Mint Financial Solutions

Oakleigh East, VIC

Establish strong relationships that allow you to provide excellent service to our clients, advisers and team members. Contribute to maintaining our high compliance standards and the successful growth of our business. Customer serv...

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Client Services Officer - Career Progression to PY

My Wealth Solutions

Newstead, QLD

$60,000 - $75,000 a year

Prepare accurate documentation for upcoming Statement of Advice meetings. Managing the ongoing implementation of the strategies documented in Statements of Advice. Provide a high level of support to clients ensuring our customer s...

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Reception/Client Service Officer - Financial Planning

Bountiful Wealth

North Lakes, QLD

Join a fast-growing, client-focused team. Thrive in a great team environment with energetic and supportive colleagues. Enjoy a regular five-day workweek (Monday to Friday 8:30 AM - 5:00 PM) with one Friday off each month. Work fro...

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Client Services Officer

Equitem

North Beach, WA

$45,000 - $65,000 a year

Supporting Financial Advisers in their day-to-day tasks, and general office admin support. Support new and existing clients with everyday enquiries, ensuring that we go the extra mile to make sure our clients can make informed fin...

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Client Services Officer

Walker Andersen

Gold Coast, QLD

TAP has partnered with a number of national and boutique wealth management firms dedicated to providing exceptional financial advice and services to their valued clients.With a commitment to excellence and a client-centric approac...

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Client Services Officer - Wealth Management

Oz Global Recruitment

Adelaide, SA

$70,000 - $75,000 a year

Working closely with a highly experienced team of advisors and support staff. Delivering exceptional client service and relationship management to the client base. Onboarding new clients. Preparation of client new and review pape...

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What are the top cities open Client Service Officer jobs?

There are open Client Service Officer jobs in several cities including Brisbane, Melbourne, Sydney, Canberra, Perth, Adelaide, Newcastle, Parramatta, Gold Coast, Perth, Golden Grove, Wodonga, Gwelup, Subiaco, Melton,

What companies are hiring for Client Service Officer jobs?

The top companies hiring now for Client Service Officer jobs are Advance Recruitment Partners, Alfred Health, ALS Limited, APG Workforce, APS, AtlamGroup, Audika, Australian Taxation Office, Beaumont People, Bentley Recruitment, Insignia Financial, Jenner Recruitment, MBC Recruitment, NSW Government, Profusion Group,

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