Client Service Specialist jobs in Melbourne, VIC

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RECEPTIONIST / CLIENT SERVICE SPECIALIST

Professional phone manner. Experience in greeting clients and visitors. Ability to conveying clear precise messages. Dealing with new client enquires and accurate capturing of details. Ensuring new client details are added to com...

CompanyArnold Thomas & Becker
AddressMelbourne, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted a month ago See detail

Receptionist / Client Service Specialist

Arnold Thomas & Becker

Melbourne, VIC

Professional phone manner. Experience in greeting clients and visitors. Ability to conveying clear precise messages. Dealing with new client enquires and accurate capturing of details. Ensuring new client details are added to com...

Client Services Specialist

Atlamgroup

Melbourne, VIC

As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its members, delivering high quality products, more personalised experiences and meeting their expectations for sustainabil...

Senior Client Services Specialist

Atlamgroup

Melbourne, VIC

CareSuper is the leading fund for life for people who value high performance and a smoother ride over the longer term. As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its...

Senior Client Services Specialist

Atlamgroup

Melbourne, VIC

CareSuper is the leading fund for life for people who value high performance and a smoother ride over the longer term. As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its...

Client Services Specialist

Atlamgroup

Melbourne, VIC

CareSuper is the leading fund for life for people who value high performance and a smoother ride over the longer term. As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its...

Client service specialist

Our Physio Co

Docklands, VIC

Our Values: Integrity: Commitment to honesty and trustworthiness, reliable, accountable, and responsible, committed to clients wellbeing, awareness of own limitations, committed to tolerance and non-judgmental care Respect: Value...

Senior Client Service Associate New

Computershare

Melbourne, VIC

Permanent

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Gener...

Client Services Coordinator | Fun, Supportive Team!

Engage Personnel

Melbourne, VIC

$65,000 - $80,000 a year

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Liaising with Clients, the ATO, and ASIC. Schedule client appointments and respond to client enquiries....

Client services coordinator team

Engage Personnel

Melbourne, VIC

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Walking distance from Public Transport and parking. High staff retention and long-term development. $65...

Client Services Coordinator | Corporate Accounting Firm

Engage Personnel

Melbourne, VIC

$50,000 - $75,000 a year

Scheduling annual work to meet clients needs. Preparation and maintenance of database/client records. Typing up of letters to clients. Filing electronic letters/documents. Organising appointments with clients. Preparing checkli...

IT Services Specialist

Compass Education

Hawthorn, VIC

Permanent

Oversee device management and the asset lifecycle for our employees, including laptop ordering, provisioning and storing, ensuring timely setup, deployment & disposal. Optimise and manage office IT services, including WiFi, Ethern...

Client Services Lead - NDIS

Jigsaw Blue

Melbourne, VIC

$70,000 - $80,000 a year

Review and assess referrals to align with Jigsaw Blue's services. Coordinate rostering and cost models for efficient service delivery. Develop and manage Proposal/SIL requests and Service Agreements. Facilitate transitions of new...

Advanced Field Services Specialist

Honeywell

Melbourne, VIC

Responsible for delivery of Process Control Systems diagnostics and monitoring, and routine & remedial maintenance. Implementation of Control Systems projects, typically using Honeywell TPS and/or Experion controller and superviso...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

Client Service Manager

First Financial

Melbourne, VIC

use your strong organisational skills to effectively prioritise and work through a range of tasksof varying complexity;. maintain client records in accordance with compliance requirements;. contribute or drive process improvement...

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 Manager - $80k-90k+

Ivy Recruitment

Melbourne, VIC

$75,000 - $95,000 a year

3+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. industry relevant qualifications such as DFP, ADFP or Bachelor's Degree. advanced computer skills and IT literacy. ability to build str...

Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

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...

Client Services Administrator ? Financial Planning

Atlamgroup

Melbourne, VIC

Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...

Customer Service Specialist

Atlamgroup

Melbourne, VIC

Posted: 17/04/2024 Closing Date: 10/05/2024 Job Type: Permanent - Full Time Location: Melbourne Airport Job Category: Customer Service AFS Logistics is one of Australia?s largest Independent Logistics Services Company?s. We have a...

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 Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

Executive Assistant / Client Service Coordinator

Atlamgroup

Melbourne, VIC

If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! You will be responsible for providing E...

Client Services Coordinator

Morgan Consulting

Melbourne, VIC

$80,000 - $100,000 a year

Serve as the main point of contact for clients, delivering exceptional service and support. Coordinate client meetings, appointments, and follow-up communications. Assist with ASIC and ATO compliance tasks, including document prep...