Client Service jobs in Berwick, VIC
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FINANCIAL PLANNING CLIENT SERVICES OFFICER
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...
| Company | Highview Accounting & Financial |
|---|---|
| Address | Cranbourne, VIC |
| Category | Accounting & Finance |
| Job type | Full time |
| Date Posted | a month ago See detail |
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...
Snr Client Services Administrator
Charterhouse
Springvale, VIC
Permanent
Snr Client Services Administrator. Boutique Financial Services Firm. $75 + super + Bonus. Supportive and growing culture. Mulgrave location (Parking On site). Hybrid working. Acting as the first point of contact for clients. Clien...
6 days ago seen See more...
- View all Charterhouse jobs - jobs in Springvale, VIC
Client Services Representative - Maternity Leave Cover - VRH
Animal Referral Hospital
Dandenong, VIC
Greeting and assisting clients both in person and over the phone. Handling appointments, inquiries, and client communications. Managing client records and paperwork accurately. Assisting with administrative tasks to support the sm...
a month ago seen See more...
Senior Administrator/Client Services Manager
Lawson Delaney
Dandenong, VIC
Work in a growing sector & have a Career for life! WFH (2 days per week post probation). On-site gym. Friendly open door policy. Collation and recording of inbound/outbound documents, including ATO correspondence,Lodgement of do...
a month ago seen See more...
- View all Lawson Delaney jobs - jobs in Dandenong, VIC
Client Service Coordinator - SER
Mecwacare
Pakenham, VIC
Full-time Position. Pakenham Location. Generous Salary Packaging Options. Rostering and scheduling experience inaged and disability service environment. Proactive attitude and ability to multitask between phones, emails and roste...
2 months ago seen See more...
- View all Mecwacare jobs - jobs in Pakenham, VIC
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