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CLIENT SERVICES MANAGER

Career Opportunities: Client Services Manager (11412)Requisition ID11412-Posted09/04/2024-Australia-Operations Apply Save Job Email Job to Friend Return to List [Not translated in selected language] Apply Save Job Emai...

CompanyYounity
AddressAustralia
CategoryAccounting & Finance
Date Posted 2 weeks ago See detail

Client Services Manager

Younity

Australia

Career Opportunities: Client Services Manager (11412)Requisition ID11412-Posted09/04/2024-Australia-Operations Apply Save Job Email Job to Friend Return to List [Not translated in selected language] Apply Save Job Emai...

2 weeks ago seen See more...

Client Services Manager

Scope Advisory

West Perth, WA

$75,000 - $85,000 a year

End to end administration support for the advice team. Preparation of implementation documents. The implementation of advice, including application forms and quality checks. Liaising with product providers. Maintaining client reco...

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Client Service Manager - Implementation

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $90,000 a year

New Business Applications: Superannuation, Pension and Investment application including investment of clients' funds. Process additional investments and withdrawals as requested by clients and advisers. Processing Life, TPD, Incom...

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Client Services Manager & Studio Coordinator

Huntd Recruitment

Brisbane, QLD

Managing and Capturing New Bookings & Calendar Management. Researching Properties for resources, estimated time onsite and client preferences. Creation, checking and sending of all Invoices. Client Communication, Sales & Advocacy...

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Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

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Client Service Manager

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $85,000 a year

Provide seamless support to the advisers and manage the implementation of the advice. Answer general enquiries from clients, predominantly retirees. This will be in all forms, including in-person, by phone, or by email. Act as the...

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Client Service Manager

Gjk Facility Services

Clayton, VIC

Develop and maintain strong relationships with our clients, understanding their cleaning needs and expectations. Oversee a team of cleaning staff, including training, scheduling, and performance management. Conduct regular site in...

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Client Service Manager

Clarity Partners

Perth, WA

Assist in all levels of administrative support. Become an integral member of the Client Services team to assist in delivering solutions for advisers. Opportunity to take ownership of the position and be a solutions focused individ...

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Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 - $75,000 a year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

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Client Services Office

Donmont Capital Pty Ltd

Bundall, QLD

$55,000 - $70,000 a year

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

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Client Services Manager | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a large sized Financial Planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southernsuburbs in the Gold Coast. This role will require in...

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Senior Client Services Officer | Full-time Permanent

Act Long Service Leave Authority

Canberra, ACT

$89,114 - $94,120 a year

Our activities are determined by the Long Service Leave (Portable Schemes) Act 2009, and we are governed by a Board of Directors appointed under the legislation. We display these values in everything we do, to deliver quality cust...

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Client Service Officer (Finance Graduates Welcome)

Pivot Wealth Pty Ltd

Sydney, NSW

$60,000 - $70,000 a year

Seeking a company that will offer genuine career progression opportunities? Suffering w. internal politics & minimal flexibility? Not appreciated or well rewarded for your hard work? Be the main point of contact for clients in the...

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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...

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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...

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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...

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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...

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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...

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Client Services Manager

Wren Christou

Darwin, NT

Take ownership of monitoring, implementing, and reviewing approved operation policies and procedures. Take initiative to generate and action new ideas that add value to the business. Be able to adapt to and work effectively in a...

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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...

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Client Services Officer

Lawson Elliott Recruitment

Brisbane, QLD

$65,000 - $85,000 a year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

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Client Services Manager

Wilson Group

Perth, WA

You will be provide leadership and guidance to on-site staff and supervisors.As part of this role, you will be required to work standard business hours, with after hours on call availability, dependent upon operational requirement...

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Client service officer | CBD | $75-$85k+ Super

Advance Recruitment Partners

Brisbane, QLD

Work closely with a highly experienced team of advisers, paraplanners and support staff. Delivering exceptional Client service and relationship management to HNW client base. onboard new clients. Implementation of advice. Compl...

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Client Services Officer | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

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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...

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Client Service Manager Up to 90K Base + Super

Randstad

Sydney, NSW

$75,000 - $90,000 a year

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

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CLIENT SERVICES COORDINATOR | BUNDALL | $80K + SUPER

Roc Consulting

Bundall, QLD

$65,000 - $90,000 a year

MODERN ACCOUNTING FIRM BASED IN BUNDALL. GENUINE OPPORTUNITIES TO PROGRESS. 100% CLOUD BASED AND GREAT OFFICE CULTURE. $80K + SUPER Lodging tax returns and BAS. ASIC Corporate compliance. SMSF administration. Client relationship m...

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Client Services Assistant - Newstead

Ozcare

New Farm, QLD

$26 - $26 an hour

$26.03 per hour. Part time (4 days per week). Assist with the preparation of meals by performing tasks allocated by the Cook (where applicable). Efficiently clean Dining Room, Kitchen and serving areas after meals, or when requir...

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Ref 1701/24 Client Services Assistant, Equity, Safety, and Wellbeing Services

Atlamgroup

Sydney, NSW

$87,412 - $93,061 a year

| Includes 17% Superannuation Western Sydney University Internal Applicants Only.To be eligible to apply for this position you must be employed by Western Sydney University on an ongoing, fixed term or casual basis at the time of...

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Client Services Assistant / Cleaning (Wollstonecraft) - (HAG2) FT - Tresillian

Tresillian

Wollstonecraft, NSW

Generous salary packaging up to $15,900 per FBT year and Meal & Entertainment on top of this amount utilising an additional $2,650 (as a Not- for-profit and registered Health Promotion Charity). Cover letter addressing the se...

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What are the top cities open Client Service jobs?

There are open Client Service jobs in several cities including Sydney, Melbourne, Brisbane, Dandenong South, Logan City, South Yarra, Lismore, North Geelong, Southport, Seven Hills, Stafford, Parramatta Park, Officer, Banksmeadow, Redfern,

What companies are hiring for Client Service jobs?

The top companies hiring now for Client Service jobs are ACT Health, Aged Care Reviews, Anglicare, Appentency Recruitment Services, AtlamGroup, Computershare, Engage Personnel, First Aid Academy, Fitzgerald Jenkins Recruitment, Guidepoint Global, Hickinbotham, Hickinbotham Group, Kennas, Kennedy Reid, Kyabram District Health Service,

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