Client Service jobs in Malvern, VIC

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NDIS CLIENT SERVICES MANAGER

Build and maintain strong relationships with clients, families, and NDIS stakeholders. Ensure seamless onboarding of new participants, including all relevant compliance checks. Regular face-to-face interactions with participants t...

CompanyNecessity Housing
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted just now See detail

NDIS Client Services Manager New

Necessity Housing

Melbourne, VIC

Build and maintain strong relationships with clients, families, and NDIS stakeholders. Ensure seamless onboarding of new participants, including all relevant compliance checks. Regular face-to-face interactions with participants t...

Client Services Officer New

Associated Concepts

Hawthorn, VIC

Front reception and phone monitoring. Working both autonomously and as a part of a tightly knit team. Keen eye for detail to ensure accurate document preparation. Implementing advice recommendations for clients.. Initiating, lodg...

Client Services Officer/ Associate Advisor- $70,000 - $80,000 + super

Fs Recruitment Solutions

Malvern, VIC

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 Service Manager New

Talentpath

Melbourne, VIC

Work for a company that is well-known and respected across the country. Your work will directly influence and improve the lives of your customers. Centrally located city-based office located in the heart of Brisbane. Supportive te...

Client Services Officer, Flexible Funding Program, SCHADS 4.1 @ .7FTE

Permanent Care And Adoptive Families

Carnegie, VIC

Respond to Flexible Funding calls and enquiries as required. Check eligibility for Flexible Funding applications.. Process assigned applications in a timely manner. Provide administrative and operational support to the Flexible F...

Client Services Scheduling Specialist - Immediate Start

Nurse Next Door

Hawthorn, VIC

A strong ability to focus on details. Strong problem-solving skills to fill client schedules both long-term and short term. Strong computing skills to ensure all essential information is gathered, documented, and properly communic...

Client Services Consultant and Office All Rounder

Nextgen Hr Pty Ltd

McKinnon, VIC

You have previous experience in administrative support and customer service. You are a clear and concise communicator, with a professional manner, and an effective listener, with a patient approach. You are task orientated with st...

Client Services Manager

Petrus Wealth

Richmond, VIC

Preparation of Review reports. Liaise with Accountants, Praemium, some fund managers and other third parties. Maintain client data. Proficiency in managing asset transfer requests, with a focus on ASX listed securities and managed...

Client Services Administrator | Long Standing CA Firm

Engage Personnel

Melbourne, VIC

Maintaining the client database such as updating client information. Liaising with the Australian Taxation Office on behalf of clients in regards to general enquiries. Notice of Assessments. Preparing letters and other documentati...

Reception / Client Services / Management - Multiple roles across Melbourne

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. Flexible working. Amazing culture. Career progression op...

Junior Client Services Administrator New

Keymoves

Blackburn, VIC

Correspond with government agencies such as ASIC regarding client matters. Provide effective communication between clients, stakeholders and the wider accounting team. Assist with the preparation and processing of annual reviews....

APS 3 Client Service Officer

Department Of Veterans' Affairs

Melbourne, VIC

$70,632-75,875 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $70,632 - $75,875 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. The administrative management of prior financial approval r...

APS 4 Senior Client Service Officer

Department Of Veterans' Affairs

Melbourne, VIC

$79,764-85,074 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $79,764 - $85,074 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. The administrative management of prior financial approval r...

Client Services Manager

Lawson Delaney

Camberwell, VIC

ATO Portal (ABN, TFN, PAYG, GST etc.) & ASIC Portal and daily use of Now Infinity (Annual Statements, Transfer of Shares, Changes etc.). High level administration and compliance. Overseeing the set up of new clients, engagement le...

Private Client Services Manager

Maddern Financial Advisers

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centra...

Client Service Manager, Victoria

Aware Super

Melbourne, VIC

Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision. Facilitate the practice management tasks for financial...

Administration Support/Client Services

Lawson Delaney

Melbourne, VIC

You will be working closely with a portfolio of clients building & nurturing relationships. To assist with trust establishment and company incorporations & onboarding new clients. Helping tidy meeting rooms ensuring they are read...

Client Services and Mortgage Discharges Officer

Orde Financial

Melbourne, VIC

Provide a timely response to customer and broker enquiries through multiple communication channels. Maintain a positive, empathetic, and professional attitude when engaging with customers, brokers, and solicitors. Handle mortgage...

Client Service Officer

Andersen Partnership

Melbourne, VIC

Support Financial Advisers in crafting financial plans and generating reports for clients. Maintain and manage client data in the XPlan system. Carry out research and analysis to underpin financial planning recommendations. Genera...

Client Service Officer - Part time

Marsh & Mclennan Companies

Melbourne, VIC

To support Financial Advisers in preparing and implementing advice. Being the first point of contact for our clients. The opportunity to progress your career in Financial Advice. A Part time role in a CBD Office. Opportunity to wo...

Casual/ Part-Time Client Services Specialist

Hamish Munro

Collingwood, VIC

Hours on offer will be on a set schedule with advance notice provided for ad hoc shifts. Trade hours are Wednesday to Saturday, 10AM to 5PM.Delivering an exceptional customer experience with expertise and guidance and connecting w...

Client Services Officer - Part Time - Richmond - Financial Planning

Fs Recruitment Solutions

Richmond, VIC

Delivering exceptional client service through prompt and accurate responses to enquiries. Preparation of regular Portfolio Review packs and compliance documents for clients these are pre prepared and require compiling. A knowled...

APS 5 Client Services Assistant Manager

Department Of Veterans' Affairs

Melbourne, VIC

$88,923-92,670 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $88,923 - $92,670 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. Booked Car with Driver (BCWD) which is a pre-booked taxi or...

Taxation/Practice Client Services Manager

Bull & Associates Accountants

Docklands, VIC

CPA or CA Qualified or degree10 years Tax Practice ExperienceXero Specialist Re-Open and develop Docklands Office, manage and run morning team meetings, re-organise and prioritise client deliveries, follow up clients, sign off Tax...

Client Services Officer

Mint People

Carlton, VIC

8.30am to 4.30pm Monday to Friday or. 8.30am to 4.30pm Monday to Thursday. Flexible work arrangements. Choose from FT or PT. Dynamic team environment. Competitive salary based on experience. Prepare essential documents for client...

Client Services Administrator

Mint People

Carlton, VIC

Prepare essential documents for client review meetings. Own and complete assigned tasks, adhering to strict deadlines. Utilise Xplan Software to proactively manage and follow up on tasks. Handle client implementation processes, in...

Client Service Officer - Part time

Marsh Mclennan

Melbourne, VIC

Permanent

To support Financial Advisers in preparing and implementing advice. Being the first point of contact for our clients. The opportunity to progress your career in Financial Advice. A Part time role in a CBD Office. Opportunity to wo...

Client Services Manager

Waverley Social Enterprises

Notting Hill, VIC

Are you passionate about sales/client service, and love leading people? Are you looking for a role where you can make a genuine difference in peoples lives? Do you enjoy helping others to succeed? Are you looking to join an organ...

Client Service Manager

Cartwright Jones

Hawthorn, VIC

Be first point of contact for all advice enquiries. Assist in the implementing strategies for clients. Prepare and process client account paperwork. Build relationships with with clients and provide exceptional service. Liaise c...

Client Services Officer

Dillon Clyne Pty Ltd

Melbourne, VIC

Preparation of Review reports. Liaise with Accountants, Fund Managers, Superannuation Providers (particularly Hub24) and other third parties. Maintain XPlan. Managing Client Reviews, FDSs and Opt ins as well as Ongoing Service...