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Client Services Associate jobs in Melbourne, VIC

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CLIENT SERVICES COORDINATOR TEAM

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...

CompanyEngage Personnel
AddressMelbourne, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted a month ago See detail

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...

a month 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...

a month ago seen See more...

Private Client Services Manager

Maddern Financial Advisers

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- Centra...

6 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...

a month ago seen See more...

Client Associate

Carat

Melbourne, VIC

Work collaboratively with internal and external teams, contributing to effective working relationships with our clients, agency partners and media owners. Support the team in executing and optimising digital display, video, audio...

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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...

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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...

a month 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 month 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...

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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 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 month 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 month ago seen See more...

Client Associate

Dentsu International

Melbourne, VIC

Permanent

Work collaboratively with internal and external teams, contributing to effective working relationships with our clients, agency partners and media owners. Support the team in executing and optimising digital display, video, audio...

a month 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 month 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 month 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 month 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 month 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 month 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 month 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 month 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...

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Business Services Associate

Fisher Leadership

Melbourne, VIC

Written and verbal client and candidate communication. Administrative and project support for the business unit. Database management, budget and invoice tracking. Inbox and calendar management. High quality document production in...

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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...

a month 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...

a month ago seen See more...

Guest Services Associate

Le Méridien

Melbourne, VIC

Assist guests arriving and departing the hotel through the check in and departure process. Respond to guest requests professionally and collaboratively through each guest experience. Build and strengthen relationships with existin...

a month 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...

Service Associate

Anz

Melbourne, VIC

Permanent

About the roleDevelop requirements that are fit-for-purpose, accurate and display an understanding of the financial implications to the project or program and manage the requirements throughout the life of the projectWork efficien...

a month ago seen See more...

Service Associate

Anz

Melbourne, VIC

Develop requirements that are fit-for-purpose, accurate and display an understanding of the financial implications to the project or program and manage the requirements throughout the life of the project Work efficiently with the...

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...

2 months 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, Service Desk Manager, Service Design Manager, Customer Service Technician, Management Services, Associate Project 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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