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Client Services Advisor jobs in Victoria

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CLIENT SERVICE MANAGER

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

CompanyParklane Advice Group
AddressCheltenham, VIC
CategoryAccounting & Finance
Salary$55,000 - $75,000 a year
Job typePart time
Date Posted 4 weeks ago See detail

Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

4 weeks 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...

4 weeks 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...

4 weeks 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...

4 weeks ago seen See more...

Client Advisor

Cue Clothing Co

Melbourne, VIC

A competitive salary. Weekly Bonuses and incentives for your achievements. Clothing Allowance. 50% Discount across Cue and Veronika Maine. Yearly Wellness Day. One on one coaching and mentoring from senior leaders. Employee refe...

4 weeks ago seen See more...

Client Advisor

Moncler

Chadstone, VIC

Ensures a unique client experience by creating long lasting relationships, taking care of all phases of the selling ceremony, after sales and clienteling activities;. Achieves excellent selling results;. Implements and maintains M...

4 weeks ago seen See more...

Client Services Coordinator

Morgan Consulting

Melbourne, VIC

$80,000 - $100,000 a year

Serve as the main point of contact for clients, delivering exceptional service and support. Coordinate client meetings, appointments, and follow-up communications. Assist with ASIC and ATO compliance tasks, including document prep...

4 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...

4 weeks ago seen See more...

Client Services Manager

Maddern Financial Advisers P/L

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- Centr...

4 weeks ago seen See more...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

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...

4 weeks ago seen See more...

Client Service Associate

Computershare Ltd

Abbotsford, VIC

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. Manag...

4 weeks 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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Client Advisor

Moncler

Melbourne, VIC

The Client Advisor, in partnership with the team, is responsible for reaching individual results and contributing to the store targets. Ensures a unique client experience by creating long lasting relationships, taking care of all...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Client Service Representative

Cencora

Melbourne, VIC

Permanent

Process and monitor client bookings received via phone, EDI/IVRS and email, ensuring all information is collected and entered into the relevant ERP in a timely and accurate manner. Manage and resolve client issues and complaints i...

a month ago seen See more...

Client Services

Smaart Recruitment

Melbourne, VIC

$70,000 per year

Full-time permanent position. Attractive salary of $70,000 + Super. Convenient Melbourne CBD location. Monday-Friday working hours. Hybrid working model: 3 days in-office, 2 days WFH. Supportive training environment with opportuni...

a month ago seen See more...

Client Service Officer

Demant

Elsternwick, VIC

Permanent

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage renew...

a month ago seen See more...

Client Services Officer

Hoban Recruitment

Port Melbourne, VIC

Contract

Our work is vital to the Australian economy, providing world-class measurement products, advice, and regulatory oversight. As a Client Services Officer, you will be responsible for delivering exceptional client service, managing i...

a month ago seen See more...

Client Advisor | Full Time | Melbourne

Tiffany & Co.

Victoria

Permanent

Proactively communicate with our clients, ensuring the Tiffany Experience - uniquely tailored and personalised customer service. Deliver an uncompromising luxurious experience, maintaining efficiency in a fast-paced environment. C...

a month ago seen See more...

Service Advisor

O'brien

Cranbourne, VIC

Permanent

Lead customer service and support day to day running of the branch. Provide first class service to all customers using your amazing people and communication skills. Keep customers appraised of delivery lead-time. Undertake repair...

a month ago seen See more...

Client Services Officer

Bayside Group

Melbourne, VIC

Permanent

Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Client Service (CS) team located in Melbourne and Sydney. Answer customer and stakeholder enquiries of a sim...

a month ago seen See more...

Client Services Officer

Bayside Group

Melbourne, VIC

Well known Government Organisation 12-month contract with a view to extend Close to Melbourne CBD area Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Clie...

a month ago seen See more...

Housing Services Advisor/Receptionist (VIC)

Atlamgroup

Melbourne, VIC

Our goal is to ensure that people are housed in inclusive communities and to create homes that encourage a sense of belonging. We are committed to cultivating an equal, diverse, and inclusive environment for our staff, residents,...

a month ago seen See more...

Client Services Manager

Wilson Group

Melbourne, VIC

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...

a month ago seen See more...

Client Services Manager

Real Estate Career Developers

Melbourne, VIC

Salary Package up to $88,000. Fun team engagement activities. Support for emotional well-being. Career advancement opportunities. Birthday leave....

a month ago seen See more...

Service Advisor

Robert Half

Clayton South, VIC

$75,000 - $80,000 a year

Answer incoming calls for the Customer Service Centre and provide advice regarding products, equipment, and service offering. Receive requests for service work and allocate and schedule works and keeping the customer informed of t...

a month ago seen See more...

Client Advisor

Kieser

Burwood East, VIC

$25 - $30 an hour

Welcome every client with enthusiasm and care. Deliver outstanding client experiences. Coordinate appointments / manage clinic diary. Process client payments (EFT, HiCaps, online payments). Promote Kiesers services. Provide a...

a month ago seen See more...

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