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Client Service jobs in South Yarra, VIC

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CLIENT SERVICE OFFICER - PART TIME

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...

CompanyMarsh Mclennan
AddressMelbourne, VIC
CategoryAccounting & Finance
SalaryPermanent
Date Posted 2 days ago See detail

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...

2 days ago seen See more...

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...

4 days ago seen See more...

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...

6 days ago seen See more...

Wealth Advisory Client Service Officer

Fs Recruitment Solutions

Melbourne, VIC

Arranging client appointments. Preparation of Investment Reviews and Records of Advice (RoAs). Client Portfolio administration / implementation. Liaising directly with clients and fund managers regarding portfolio issues, queri...

6 days ago seen See more...

Client Services Manager | Commercial Cleaning

Smart Cleaning Solutions

Melbourne, VIC

Manage a portfolio of Commercial Cleaning accounts, ensuring all client needs are met and expectations exceeded. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues promptly and effectivel...

7 days ago seen See more...

Client Services Officer - Inner North

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

a week ago seen

Client Services Officer | Cranbourne Location

Engage Personnel

Melbourne, VIC

Client correspondence. Preparation and maintenance of databases. Collating returns & financials. Fee preparation. ATO correspondence. Preparation of ATO registrations. Formatting and compilation of documents for clients. Scanning,...

a week ago seen

Senior Manager, Client Service

Aware Super

Melbourne, VIC

Provide professional, quality support and assistance to the administrative requirements of Financial Planners. Deliver best practice Client Service and client satisfaction to advise clients and members, including face to face in t...

a week ago seen

Client Services Manager

Figari Vic Pty Ltd

Docklands, VIC

Leases vacant or upcoming office space, coworking packages, virtual offices and meeting rooms. Works closely with and builds relationships with brokers. Generates marketing ideas specifically for her/his location that support sale...

6 days ago seen See more...

Consultant, Client Services Investment Operations

Northern Trust

Melbourne, VIC

Permanent

Responsible for providing client service through the execution of daily functions and tasks within the Investment Operations Outsourcing Team. Responsible for oversight of offshore production of operational activity across middle...

2 weeks ago seen

Associate, Client Services (Fixed Term Contract)

Mufg Investor Services

Melbourne, VIC

Contract

Working with relationship managers, the role is expected to be supporting maximizing deal outcome from customer service perspective. Respond to various inquiries related banking transactions, such as change of address, change of s...

2 weeks ago seen See more...

Client Services Officer

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

2 months ago seen See more...

Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

2 months ago seen See more...

Client Services / Practice Management | Multiple Exciting Roles | WFH Flex

Engage Personnel

Melbourne, VIC

We are partnered with some amazing Public Practice firms across Melbourne that are looking to hire experienced Client Services Co-ordinators at all levels. This role will also see you step up and provide Senior Admin support to th...

3 weeks ago seen See more...

Client services administrator

Engage Personnel

Melbourne, VIC

Up to $75,000 + Super. Brunswick location - Walking distance from public transport and paid parking. WFH 1 day a week! Collation of financial statements and tax returns. Coordinate the workflow and actively monitor compliance dead...

3 weeks ago seen See more...

Pathology Client Services IT Administrator

Austin Health

Melbourne, VIC

Make an impact. Full time. Based at Austin Hospital Heidelberg. Excellent customer service skills and demonstrated ability to deal with a wide range of stakeholders. Familiarity with database management. Strong IT skills with the...

3 weeks ago seen See more...

Client Service Manager

Mercer

Melbourne, VIC

To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. Flexible work arrangements....

3 weeks ago seen See more...

Client Services Manager

Homesuite

Melbourne, VIC

Making outbound calls to customers who have approached, or been referred to Homesuite about our services (KPI 80+ calls per day). Owning your pipeline of customers, using your exceptional service skills and initiative to deliver o...

3 weeks ago seen See more...

Client Services Officer $75,000-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

3 weeks ago seen See more...

Client Services Lead

Findex

Melbourne, VIC

Spearhead the development and execution of a pioneering Client Services workforce planning strategy ensuring seamless alignment with our overarching Operating Model transformation. Assist the Operational Efficiencyportfolioand P...

3 weeks ago seen See more...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

Fundd

Melbourne, VIC

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

3 weeks ago seen See more...

Personal Assistant / Client Services Admin - Part Time

Morgan Consulting

Brighton, VIC

Private Business Owners: Working with established businesses with turnovers ranging from $1 million to $100 million plus. These business owners aim to protect, grow, and pass on their success for a lasting family legacy. Families...

a week ago seen See more...

Client Services Officer | Well Respected Firm | CBD Location

Engage Personnel

Melbourne, VIC

Client correspondence. Preparation and maintenance of databases. Collating returns & financials. Fee preparation. ATO correspondence. Preparation of ATO registrations. Formatting and compilation of documents for clients. Scanning,...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

Executive Assistant/ Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Corporate Advisory Partner and Managing Partner in an EA capacity;. Minute-taking and preparation of meeting agendas and board reports;. Daily diary correspondence and email management for firm Partners;. Support finan...

3 weeks ago seen See more...

Client Service Administrator

Bentley Recruitment

Melbourne, VIC

Dealing directly with clients and assisting with queries. Diary management and scheduling of appointments. Following up clients with reminders in regard to lodgment dates. Drafting of correspondence on behalf of accountants. Lodgm...

3 weeks ago seen See more...

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...

a week ago seen See more...

General Manager – Client Services

Johnson Recruitment

Melbourne, VIC

Annual Package

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

3 weeks ago seen See more...

Client Director - Public Services & Health - South (VIC & SA)

Capgemini

Melbourne, VIC

Develop strategic relationships with key clients in the public sector and health industries. Craft and execute detailed account strategies to meet short and long-term goals. Act as the primary point of contact for clients, ensurin...

a week ago seen See more...

Client Services Liaison

Tlc Aged Care

Fitzroy, VIC

have deep connections within the North Eastern healthcare, home care and community sector. demonstrate an ability to generate a pipeline of prospective clients. drive sales through referrers and leads, ultimately converting to pla...

3 weeks ago seen See more...

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What should I search to find Client Service jobs in South Yarra, VIC?

People who searched for Client Service jobs in South Yarra, VIC also searched for Service Leader, Customer Service Officer, Customer Service Advisor, It Service Desk Support, Service Valet, Service Technician, Service Advisor, Parking Services, Client Accountant, Client Service Manager, Client Success Specialist, Customer Service Agent, Guest Service Agent, Client Service Officer, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

What companies are hiring for Client Service jobs in Victoria?

The top companies hiring now for Client Service jobs are people2people,

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