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Client Services Advisor jobs in Melbourne, VIC

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SENIOR CLIENT SERVICE ASSOCIATE

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Gener...

CompanyComputershare
AddressMelbourne, VIC
CategoryAccounting & Finance
SalaryPermanent
Date Posted just now See detail

Senior Client Service Associate New

Computershare

Melbourne, VIC

Permanent

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Gener...

just now seen See more...

Motorcycle Service Advisor New

Conquest Recruitment Group

Melbourne, VIC

Permanent

Generous package OTE $110k to $120k plus super. Fully equipped workshop with experienced technicians. Career advancement and leadership progression. Attractive commission structure and bonus incentives. Extensive career progressio...

15 hours ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

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...

3 weeks ago seen See more...

Client Services Manager/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Attending client appointments / presentations with the Senior Financial Planner. Lodging application for a variety of financial planning products inc BT and Macquarie. Updating client information on Xplan and producing reports fro...

3 weeks ago seen See more...

Senior Disability Services Advisor

The University Of Melbourne

Parkville, VIC

$92,749-100,397 per year

Play a key part in supporting students with disabilities to reach their academic goals. Brilliant benefits and a supportive work environment! Proactively engage with registered students to implement instrumental services for stude...

yesterday seen See more...

Associate Managing Consultant, Advisors Client Services, Marketing

Mastercard

Melbourne, VIC

Manage deliverable development and multiple workstreams on projects across a range of industries and problem statements. Contribute to the development of marketing strategies and campaigns for large regional and global clients by...

a month ago seen See more...

Client Services Coordinator | Fun, Supportive Team!

Engage Personnel

Melbourne, VIC

$65,000 - $80,000 a year

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Liaising with Clients, the ATO, and ASIC. Schedule client appointments and respond to client enquiries....

4 days ago seen See more...

Client services coordinator team

Engage Personnel

Melbourne, VIC

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Walking distance from Public Transport and parking. High staff retention and long-term development. $65...

4 days ago seen See more...

Client Services Coordinator | Corporate Accounting Firm

Engage Personnel

Melbourne, VIC

$50,000 - $75,000 a year

Scheduling annual work to meet clients needs. Preparation and maintenance of database/client records. Typing up of letters to clients. Filing electronic letters/documents. Organising appointments with clients. Preparing checkli...

4 days ago seen See more...

Client Services Lead - NDIS

Jigsaw Blue

Melbourne, VIC

$70,000 - $80,000 a year

Review and assess referrals to align with Jigsaw Blue's services. Coordinate rostering and cost models for efficient service delivery. Develop and manage Proposal/SIL requests and Service Agreements. Facilitate transitions of new...

7 days ago seen See more...

Client Advisor - Casual

Longchamp

Melbourne, VIC

Strong communication skills face to face, over email and telephone. Engaging quality customer service and experience. Support to the Boutique Manager, multi-tasking in the delivery of the store presentation, achievement of sales t...

7 days ago seen See more...

National Service Advisor – Earthmoving & Construction Equipment

Cappro Pacific

Melbourne, VIC

$90,000 - $95,000 a year

Opening, running and closing all jobs for the workshop.. Assist the workshop Manager with the coordination of jobs for 4 x workshop technicians and 2 x Field Service Technicians. Liaising with managers, workshop technicians and t...

7 days ago seen See more...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

a week ago seen See more...

Client Service Manager

First Financial

Melbourne, VIC

use your strong organisational skills to effectively prioritise and work through a range of tasksof varying complexity;. maintain client records in accordance with compliance requirements;. contribute or drive process improvement...

a week ago seen See more...

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...

a week ago seen See more...

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...

a week ago seen See more...

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...

a week ago seen See more...

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...

a week ago seen See more...

Senior Service Advisor

Atlamgroup

Melbourne, VIC

18th April, 2024 An excellent opportunity exists with Patterson Cheney Toyota, 2022 Toyota Dealership of the Year AND the Toyota President's Award for a like-minded individual wanting to continue the success. You have a proven tra...

a week ago seen See more...

Client Service Officer

Tap The Andersen Partnership

Melbourne, VIC

Support financial planners and advisors in crafting financial plans and generating reports for clients. Carry out research and analysis to underpin financial planning recommendations. General ad hoc administrative tasks. Previous...

a week ago seen See more...

Client Services Administrator ? Financial Planning

Atlamgroup

Melbourne, VIC

Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...

a week ago seen See more...

Service Advisor - exciting opportunity!!!

Conquest Personnel

Melbourne, VIC

Being the main point of contact for customers and consistently delivering outstanding customer service throughout their service. Supporting the customer in the lead up and during the appointment process. Meeting and greeting custo...

a week ago seen See more...

NAB Colleague Services Advisor

Hays Recruitment

Melbourne, VIC

Entry level HR temporary role at NAB. Melbourne CBD location. Generous hourly rate. Providing timely and accurate advice to colleagues in relation to People & Culture (P&C) processes and policies via inbound/outbound calls or case...

a week ago seen See more...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

a week ago seen See more...

Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

a week ago seen See more...

Multiple - / client services / management

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. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

a week ago seen See more...

Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

a week ago seen See more...

Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

a week ago seen See more...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

a week ago seen See more...

Executive Assistant / Client Service Coordinator

Atlamgroup

Melbourne, VIC

If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! You will be responsible for providing E...

a week ago seen See more...

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