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CLIENT SERVICE OFFICER

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

CompanyAware Super
AddressSydney, NSW
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 weeks ago See detail

Client Service Officer

Aware Super

Sydney, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Client Service Officer | Toowoomba | Up to $88k - Fantastic Opportunity

Jenner Recruitment Pty Ltd

Toowoomba, QLD

Financial Plan recommendation support including quotations, application forms, product switches and redemptions;. Implementation of client documents;. Prepare and finalise documentation of SOA's;. Handling client enquiries and con...

Client Service Manager

Aware Super

Sydney, NSW

Supporting Advice Delivery Manager(s) and Financial Planners in achieving outcomes and objectives for the regional office;. Supporting financial planners in practice management tasks including diary management and organisation, Pr...

Client Service Officer

Department Of Communities And Justice

Dubbo, NSW

74803

Location: Dubbo, Cowra, Orange, Parkes and Bathurst (Southern and Western NSW District - Homes NSW). Employment - Temporary Full Time up for to 12 months with possible extension. Clerk Grade 2/4 - ($74,803pa - $86,593pa) plus supe...

Client Service Manager - Financial Planning

Candor Recruitment

Port Macquarie, NSW

$70K - $80K + Super

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...

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...

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...

Client Service Specialist | Financial Planning

The Turner Group Recruitment Consultants

Brisbane, QLD

Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 – $75,000 per 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...

Client Service Administrator

Darwin Financial Services

Darwin, NT

We are along standing 'boutique' Financial Planning Practice, with a highly regarded reputation for service and quality advice. The successful applicant will demonstrate a strong work ethic,attention to processes and detailwith...

Client Services Manager I Financial Services

Talent Connect Australia

Sydney, NSW

To provide excellent customer service ensuring clients are responded to promptly and accurately. Attend client meetings to reviewing their business activities, additional services and any further projects or initiatives. Maintains...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

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...

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...

Assistant Director Client Services

Nt Department Of Education

Nhulunbuy, NT

Vacancy End Date: 15/06/2025 Agency: Department of Education Number of Vacancies: 1 Work Unit Student Wellbeing and Inclusion Programs and Services - Client Services Location: Nhulunbuy Primary Objective: Assistant Director Client...

Client Services Manager

Atlamgroup

Launceston, TAS

About the role The Client Services Manager supports the achievement of Wilson Security's Vision and the Business Unit Strategy by managing the overall operation and performance of designated sites and subordinates within the Wilso...

Client Services Officer

Count Adelaide Business Advisors Pty Ltd

Adelaide, SA

$65,000 - $75,000 a year

Administration support to financial advisers and fellow team members. Develop and maintain positive relationships with clients and other stakeholders. Finalisation of advice documents to ensure quality presentation. Implementation...

Client Service Officer - Gold Coast - $80,000 plus super

Advance Recruitment Partners

Gold Coast, QLD

Minimum 2 yrs client relationship/admin experience for advice firm. Excellent written and verbal communication skills. Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions....

Client Service Officer

Hub24 Group

Gold Coast, QLD

Contact Centre inbound and outbound call enquiries. Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients. Assist with client enquiries in line with t...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Client Service Officer

Aware Super

Sydney, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Regional Client Services Manager

Cara Inc

Adelaide, SA

Permanent full time Adelaide Metropolitan location Competitive remuneration and salary packagingAbout UsCara is proud to be a leading South Australian disability service provider. Our purpose driven team are committed to provi...

Private Client Services Associate - 4+ PQE

Piper Alderman Management

Adelaide, SA

climate fellowshipClimate Change: Learning for ActionOur climate fellowship is an intensive exploration of climate science, climate impacts, and climate solutions, all designed to help you get to work on climate.Applications close...

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...

Client Services Administrator

Findex

Queensland

Findex allows you to be the best version of yourself. Work for a company that develops and promotes its own talent. Opportunities to explore career paths across divisions. Take charge of diverse administrative tasks, from lodging...

Senior Client Services Officer

Ags Financial Group

North Sydney, NSW

$70,000 - $100,000 a year

Build and maintain strong relationships with stakeholders by providing efficient and proactive support. Serve as the primary point of contact for client inquiries, addressing their concerns and inquiries promptly and effectively....

Client Service Representative [Hourly]

Canadian Imperial Bank Of Commerce

Victoria

Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals. Problem solv...

Client Services Officer

Relationships Australia Sa

Adelaide, SA

Ongoing, Part-Time Position (up to 60.8 fortnightly hours).. Competitive annual salary + Super + Salary Packaging* (to increase your take home pay).. Located in Port Adelaide.. Certificate IV (AQF level 4) in Community Services (o...

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...

Client Services Officer (356180)

Department Of Justice Tas

Rosny, TAS

Provide advice to stakeholders on legislation, policies and procedures relating to licensing matters. Maintain the registers for licences issued under the Occupational Licensing Act 2005. Develop and maintain effective working rel...

Principal Client Service Officer

Nsw Trustee And Guardian

Sydney, NSW

Annual Package

One ongoing full-time opportunity. Talent pool created for future opportunities.. Location: Parramatta.Flexible and hybrid working options are available.. Clerk Grade: 7/8. Base salary: $106,025 pa to $117,363 pa plus super and...