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Client Services Associate 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 3 weeks ago See detail

Senior Client Service Associate

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...

3 weeks 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...

4 weeks ago seen See more...

Client Service Associate - Mandarin Speaking

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Client on-boarding, including preparation of account documentation and creation of client records. Prepare client valuations, asset allocations and reporting. Assist in client asset t...

a month ago seen See more...

Client Service Associate (All-Rounder)

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Prepare client onboarding documents. Create client records. Prepare client valuations, asset allocations and valuations. Prioritise competing requests in a fast-paced environment. Esta...

a month ago seen See more...

Client Service Associate - Global Fund Manager (9 month Contract)

Platinum Pacific Partners

Melbourne, VIC

Assisting with Investor relationships and communications. Serving as the primary point of contact for client inquiries and questions. Effective email management for Client Services. Follow up administration work and all forms of...

a month ago seen See more...

Client Services Associate

Carrier

Melbourne, VIC

Act as a customer advocate to ensure timely delivery and engage in customer complaint process. Engage with external customers for inbound queries relating products, orders, services, and outbound follow up communications. Review c...

a month ago seen See more...

Client Service Associate

Computershare

Melbourne, VIC

Well, there are a few things that make this role stand out: 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 o...

a month ago seen See more...

Client Service Associate

Hays | Banking

Melbourne, VIC

Day rate + super

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation and creation of client records. Preparation of client valuations, asset allocations and reporting. Assist in cli...

2 months 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 Partner - Financial Services New

Globant Commerce Studio

Melbourne, VIC

Permanent

Research and source opportunities, identify decision-makers, turn prospects into leads, and execute new engagements. Develop leads and continue engagement with prospective leads. Call new potential prospects. Conduct regular compe...

2 hours ago seen See more...

Associate Director Business Service Centre New

Eastern Health

Melbourne, VIC

Permanent

Perm Full Time Role | 80 Hours per fortnight. Box Hill Hospital | Peter James Centre | 22 Grey St Ringwood - Rotational travel between sites required. Busy and dynamic environment, with a key focus on process improvements and forw...

14 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...

a month 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...

a month ago seen See more...

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

2 months ago seen See more...

Associate - Client Services

Numbers Executive

Melbourne, VIC

Conducting and updating research on LP and GP landscape. Pre- mandate fund analysis and due diligence. Reviewing of proposals. Identifying new mandate opportunities. Screening unsolicited approaches. Coordinating and printing pitc...

2 months ago seen See more...

General Manager - Client Services

Johnson Recruitment

Melbourne, VIC

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 days ago seen See more...

General Manager - Client Services

Lawson Delaney

Melbourne, VIC

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 days ago seen See more...

Client Services Administrator | Brunswick | WFH 1 day a week

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...

4 days ago seen See more...

Client services coordinator - career opportunity

Engage Personnel

Melbourne, VIC

Ability to support to the wider accounting team in various administration tasks. Preparation of Financial & Tax Return packages and Corporate Secretarial management. Preparation of associated letters and invoices using various sof...

4 days ago seen See more...

Client Services Associate

Carrier

Pascoe Vale, VIC

Permanent

Country: AustraliaLocation: 96 Derby Street Pascoe Vale, Melbourne, VIC 3044Client Services AssociatePascoe Vale, MelbourneFull timeBuild a career with confidenceAbout the roleThe Client Services Associate is for an established pr...

2 months ago seen See more...

Growth Marketing - Digital Client Service Manager

Bluerock

Melbourne, VIC

Ensure exceptional client experiences across key accounts through effective communication and performance management.. Develop strategies and manage execution of channels such as Email, CRM, SEO, Content Marketing, Paid Media, So...

7 days ago seen See more...

Client Services Coordinator - multiple roles

St John Ambulance Vic

Melbourne, VIC

You will be the first point of contact for clients, cares, care managers and referral organisations. Liaise with care coordinators and care managers from other orgnaisation in a professional manner. Coordinate services ensuring ne...

7 days ago seen See more...

Executive Assistant/ Client Service Coordinator

Nexia Australia

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...

7 days ago seen See more...

Part Time Client Service Manager

Fs Recruitment Solutions

Melbourne, VIC

Great Melbourne CBD location. Flexible Part Time hours. Vibrant and energetic culture. Supporting Advisers in managing client relationships. Liaising with clients and stakeholders. Prepare documents and reports for client review...

a week ago seen See more...

Client Service Consultant - Private Wealth

Praemium

Melbourne, VIC

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

a week ago seen See more...

Client Services Partner I Energy - Renewables

Talent Web Property

Melbourne, VIC

Perfect sized company for you to add genuine value - not too big, not too small! Very strong career growth as the company continues to grow very quickly. Support from across the business working with genuine industry experts....

a week ago seen See more...

Client Service Officer

Insurance House Group

Melbourne, VIC

Reviewing and processing certificate of insurance applications. Reviewing domestic building contracts in line with insurance applications. Processing new business invoices, including amendments and cancellations. Responding to gen...

a week ago seen See more...

Client Services Administrator- Financial Planning- Dream Job!!!

Launchtwo People

Melbourne, VIC

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

a week ago seen See more...

Client Services Manager

Viridian Advisory

Melbourne, VIC

Partnering with other Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service for our clients. Assist with the financial advice process from Fact Find to Implementation, including...

a week ago seen See more...

Client Services Officer - Part Time 15-25 hours (you decide!)

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...

a week ago seen See more...

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People who searched for Client Services Associate jobs in Melbourne, VIC also searched for Analyst / Associate, Service Operations Manager, Customer Service Advisor, Manager Service, Customer Service Assistant, National Service Manager, Managed Services, Service Management Specialist, Health Services Manager, Client Project Manager, Facilities Services Manager, Account Services, Customer Service Agent, Client Account Manager, Service Delivery Manager, . 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.

Top Jobs in Melbourne, VIC

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