Client Services Associate jobs in Sydney, NSW

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PART-TIME CLIENT SERVICES ASSOCIATE (GRADUATE/ENTRY LEVEL)

Ensure timely support for our Stockbroking clients by providing exceptional experiences. Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, a...

CompanyCmc Markets
AddressSydney, NSW
CategoryAccounting & Finance
SalaryPermanent
Date Posted a month ago See detail

Part-Time Client Services Associate (Graduate/Entry Level)

Cmc Markets

Sydney, NSW

Permanent

Ensure timely support for our Stockbroking clients by providing exceptional experiences. Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, a...

Senior Client Services Associate - 2IC

Mason Stevens

Sydney, NSW

Support Head of Middle Office as 2IC. Assist Client Service Associates with inquiries. Handle low-priority escalations and complaints. Manage the daily workflow of the team. Oversee service request logs and hypercare escalations....

Client Service Associate (Funds Management) - RG146 qual.

Perigon Group

Sydney, NSW

Management of the Inbox, inbound phone calls and client queries.. The coordination of direct applications working closely with fund administrator to provide a seamless investor experience. Assist with Reporting Flows and AUM. Ov...

Client Service Associate - Novated

Metro Finance

Sydney, NSW

Permanent

Responding to inbound novated lease enquiries, both via phone and email. Conduct outbound calls to update or obtain information from salary packagers, brokers and clients. Provide an exceptional experience by building rapport and...

Client Service Associate

Atlamgroup

Sydney, NSW

About Us Kelly Partners Group (ASX:KPG) is one of Australias most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we a...

Client Services Associate

Applied Wealth

North Sydney, NSW

Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...

Client Service Officer - Path to Associate Advisors

Patrick John Walford

Sydney, NSW

Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...

Client Services Officer / Adviser Assistant New

International Search Partners

Sydney, NSW

Assist in the research of Investments and Insurance product for advice development. Obtain Insurance quotes, liaise with product providers.. Development and formulation of the SoA and RoA document.. Complete SoA document for Ins...

Client Services Account Manager New

Employsure

Sydney, NSW

Has strong communication and interpersonal skills, with the ability to build rapport and trust with clients. Is a data-driven problem-solver with a knack for exceeding expectations. Thrives in a fast-paced environment and manages...

Client Services Officer New

Nti Limited

Sydney, NSW

Previous experience in a sales or customer service role (either face to face or phone based). Driven to achieve and provide exceptional experiences for customers. Strong problem solving skills with a desire to get the best outcome...

Director/Senior Managing Consultant, Advisors Client Services, Strategy & Transformation New

Mastercard

Sydney, NSW

Eligibility to work in the country where you are applying, as well as apply for travel visas as required by travel needs Preferred qualifications. Relevant industry expertise. MBA or master's degree with relevant specialization (n...

Payments Client Service Account Manager - Analyst / Associate

Jpmorgan Chase

Sydney, NSW

Permanent

Manage a portfolio of clients independently and be the first point of contact for the clients for all matters related to the products offered to the clients. Build strong relationship with clients, understand their business needs...

Luxury Client Associate - Flagship Sydney CBD

Retailworld Resourcing

Sydney, NSW

Sales and clienteling experience within a luxury environment. Tailoring or MTM experience will be highly regarded. Strong communication skills. A can-do attitude and passionate for Mens RTW category. $55,000-$60K+Super+Uncapped...

Luxury Client Associate - Flagship Sydney CBD

Retailworld Resourcing

Sydney, NSW

Sales and clienteling experience within a luxury environment. Tailoring or MTM experience will be highly regarded. Strong communication skills. A can-do attitude and passionate for Mens RTW category. $55,000-$60K+Super+Uncapped...

Client Service Representative - Victims Services

Nsw Department Of Justice

Sydney, NSW

Location Parramatta with access to hybrid working arrangements. Salary ranging from $70,694 pa to $76,857 pa + super and leave loading. Multiple Ongoing full-time and part-time positions available. Review the application to ensu...

Client Service Officer | SES SYD & NSYD Districts

Nsw Department Of Justice

Sydney, NSW

Multiple Ongoing Opportunities across the Sydney, South Eastern Sydney, Northern Sydney District. A talent pool may be created for future ongoing and temporary roles, that is valid for a period of up to 18 months.. Base Salary ran...

Client Operations Associate New

Media.monks

Sydney, NSW

Ensure excellent customer service for our Support/Managed Services clients. Handle calls, emails, and tickets related to client queries, requests for support and follow-up on ticket progress. Be the client-facing support contact f...

Senior Client Liaison Representative - Victims Services

Nsw Department Of Justice

Sydney, NSW

Location Parramatta with access to hybrid working arrangements. Salary ranging from $79,032 pa to $86,539 pa + super and leave loading. Ongoing and temporary full time and part time. Work within a team, taking ownership of a t...

Client Services Officer/Associate Para-Planner

Portum Private Wealth Pty Limited

Sydney, NSW

Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...

Client Services Associate

Applied Wealth

North Sydney, NSW

Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...

Client Services / Personal Assistant / Executive Assistant - Multiple roles

Engage Personnel Sydney

Sydney, NSW

Diary management. Management of emails and phone screening. Billing, provisions and expense reconciliation. Extensive report formatting & typing. Presentation & tender preparation. researching specific projects as required to supp...

Health, Aged Care and Human Service | Associate or Senior Associate

Minterellison

Sydney, NSW

Experience in health, Aged Care and disability (or adjacent social services sectors);. Strong background in statutory interpretation and administrative law;. Strong technical and drafting skills and the ability to deliver quality...

Client Services Account Manager

Employsure

Sydney, NSW

Has strong communication and interpersonal skills, with the ability to build rapport and trust with clients. Is a data-driven problem-solver with a knack for exceeding expectations. Thrives in a fast-paced environment and manages...

Client service manager

Madclarity

Sydney, NSW

clients to advise, challenge and support. briefs, strategies and plans to constructively evaluate. campaigns to understand, review and report on. buying games to uncover. KPIs to change from misleading to clear and constructive....

Client Services/Account Manager

Transperfect

Sydney, NSW

Respond to client requests for new project initiatives. The Account Manager / Client Services Associate collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and so...

Client Services Administrator | Accounting firm | CBD

Engage Personnel

Sydney, NSW

Preparing and lodging ASIC documents. Keeping up on ASIC and software changes. ASIC registrations and changes. Setting up discretionary and unit trusts. Attending BGL seminars and user groups. Fee preparation and management. Prepa...

Customer Service Associate

Stake

Sydney, NSW

Manage customer communication via tickets, chat, and calls (inbound and occasional outbound for information, retention, and cross-/up-selling, no cold calling). Assess, investigate, and troubleshoot complex customer queries. Commu...

Client Services Officer

Icare

Sydney, NSW

24 Month Fixed Term Contract with a 35 hour working week. 17.5% annual leave loading and flex leave. Hybrid working environment, offering starting salary of $93,295. A corporate wellbeing program with subsidised gym membership, fr...

Client Services Manager

Bmr Tax Advisory

Sydney, NSW

Organize and maintain paper and electronic files, ensuring accuracy and confidentiality. Provide general administrative support, including answering phone calls, responding to emails, and managing correspondence. Prepare and distr...

Senior Manager, Client Service

Aware Super

Sydney, NSW

Provide professional, quality support and assistance to the administrative requirements of Financial Planners. Deliver best practice Client Service and client satisfaction to advise clients and members, including face to face in t...