Client Service Operation jobs in New South Wales

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CLIENT SERVICE OFFICER - WEALTH ADVISING/FINANCIAL PLANNING

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

CompanyHlb Mann Judd
AddressWollongong, NSW
CategoryAccounting & Finance
Job typeFull time
Date Posted a month ago See detail

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

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...

Senior Property & Client Service Officer

Randstad - Business Support

Dubbo, NSW

$550 + super per day

Paying $550 + super per day. Dubbo NSW Location. Contract until 31st December 2024. Assess local properties and report on fit for use, property condition, quotation of cost of repair and refurbishment priority to address client ne...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Client Service Officer

Aware Super

Sydney, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Client Service Manager

Aware Super

Sydney, NSW

Supporting Advice Delivery Manager(s) and Financial Planners in achieving outcomes and objectives for the regional office;. Supporting financial planners in practice management tasks including diary management and organisation, Pr...

Client Service Officer

Department Of Communities And Justice

Dubbo, NSW

74803

Location: Dubbo, Cowra, Orange, Parkes and Bathurst (Southern and Western NSW District - Homes NSW). Employment - Temporary Full Time up for to 12 months with possible extension. Clerk Grade 2/4 - ($74,803pa - $86,593pa) plus supe...

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...

Customer Service Operator - Results Department (part time available)

Douglass Hanly Moir Pathology

Macquarie Park, NSW

Answering high volume inbound and outbound calls to provide results to key stakeholders, such as doctors rooms. Delivers exceptional Customer Service in a fast paced health environment. Collaborating with other team members to a...

Client Service Manager - Financial Planning

Candor Recruitment

Port Macquarie, NSW

$70K - $80K + Super

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

Client Services Manager I Financial Services

Talent Connect Australia

Sydney, NSW

To provide excellent customer service ensuring clients are responded to promptly and accurately. Attend client meetings to reviewing their business activities, additional services and any further projects or initiatives. Maintains...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Client Service Officer

Aware Super

Sydney, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Service Operations Analyst

Australian Broadcasting Corporation

Sydney, NSW

Contract Vacancy for Approximately 5 Months. Location Negotiable - Australia Wide. Great opportunity to join an iconic Australian brand. $104K to $129K (pro rata) plus 15.4% ABC Nominated Super Fund....

Senior Client Services Officer

Ags Financial Group

North Sydney, NSW

$70,000 - $100,000 a year

Build and maintain strong relationships with stakeholders by providing efficient and proactive support. Serve as the primary point of contact for client inquiries, addressing their concerns and inquiries promptly and effectively....

Customer Service / Operations Administrator

Bgis Global Integrated Solutions Canada

Williamtown, NSW

Support the Finance and Accounts Team. Complete the maintenance co-ordination / allocation of tasks such as Planned Maintenance and Reactive Maintenance across multiple services and contracts ensuring the successful and complete l...

Principal Client Service Officer

Nsw Trustee And Guardian

Sydney, NSW

Annual Package

One ongoing full-time opportunity. Talent pool created for future opportunities.. Location: Parramatta.Flexible and hybrid working options are available.. Clerk Grade: 7/8. Base salary: $106,025 pa to $117,363 pa plus super and...

Indigenous Customer Service Operations Traineeship - Sydney

Commonwealth Bank Of Australia

Sydney, NSW

Training

You are an Aboriginal and/or Torres Strait Islander looking to kick start a career in technology. We are an Indigenous Operations Academy in Australias largest bank committed to creating an inclusive workplace where you can be yo...

Client Service Associate

Metro Finance

Sydney, NSW

Permanent

Provide an exceptional experience to clients by building rapport and providing reliable support to enhance Broker and Client relationships. Maintain a thorough knowledge of organisational policies, procedures and guidelines, ensur...

5x Client Service Officers | NSW State Government

Alexander Appointments

New South Wales

Temporary

29th April Start | Estimated 4-month assignment, with a potential to extend. Manage a busy caseload of complex and critical estates. Proactively manage and maintain systems, files and records. Develop strategies and make substitut...

Account Executive, Client Service

Nielsen

Macquarie Park, NSW

Permanent

Day-to-day contact for a range of clients, responsible for maintaining client relationships with support from the broader Client Service team. Oversee the end-to-end project delivery for client projects (including kick-off through...

Senior Manager - Client Services

Infosys

North Sydney, NSW

Permanent

Develop and present proactive proposals to the client in line with the account strategy. Engage the relevant internal Infosys teams and service lines team to develop solutions. Handle risks and issues related to the accounts, incl...

Client Service Administrator - Sydney

Demant

Sydney, NSW

Permanent

Greeting clients. Answering the telephone. Answering client queries. Maintaining clinician's schedules. Triaging all appointments. Changing appointments to accommodate client and clinic needs. Using telephone pathway to book initi...

Client Service Manager Up to 90K Base + Super

Randstad

Sydney, NSW

Permanent

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

Client Service Officer

Chandler Macleod

Newcastle, NSW

$35.00 per hour

Managing a diverse portfolio of Trusts and Estates through various stages of administration. Upholding high standards of service delivery as set by our client. Effective communication with a broad range of clients, professionals,...

CLIENT SERVICES COORDINATOR | NEWCASTLE | $65-70K + SUPER

Roc Consulting

Newcastle, NSW

$65,000-80,000 per year

IMPRESSIVE XERO FIRM BASED IN NEWCASTLE. VARIED AND DIVERSE POSITION. GREAT OFFICE CULTURE. $65-70K + SUPER. Lodging tax returns and BAS. ASIC Corporate compliance. Client relationship management. Collations and client corresponde...

Client Service Coordinator

Yes Travel

Sydney, NSW

Permanent

Job Title: Client Service Coordinator (Remote)Description:Are you passionate about travel and enjoy assisting others in planning their dream vacations? No prior experience is necessary, as we provide comprehensive training and cer...

Client Service Manager

Godfrey Group Recruitment

Lane Cove, NSW

Centrally based in Lane Cove. Team of 12 people - accountants and advisers. Lovely, professional and relaxed culture. Full scope of advice provided - busy and challenging work. Provide seamless support to the advisers and manage t...

Client Service Manager - $120k !!

Gough Recruitment

North Shore, NSW

$120,000 - $120,000 a year

Provide administration support around the sales process. Manage vendor, buyer enquiry, solicitor enquiries. Prepare for the listing presentations. Administer properties through the sale process. Ensure accurate compliance of docum...