Client Services Associate jobs
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CLIENT SERVICES ASSOCIATE - LIFE INSURANCE
Supporting the Senior Insurance Advisers and Implementation Manager.. Assisting with the preparation of SoAs, managing the documentation and ensuring the compliance standards are met. Providing excellent client service, handling...
| Company | Keystone Wealth |
|---|---|
| Address | Brisbane, QLD |
| Category | Accounting & Finance |
| Date Posted | 7 days ago See detail |
Client Services Associate - Life Insurance
Keystone Wealth
Brisbane, QLD
Supporting the Senior Insurance Advisers and Implementation Manager.. Assisting with the preparation of SoAs, managing the documentation and ensuring the compliance standards are met. Providing excellent client service, handling...
7 days ago seen See more...
- View all - jobs in Brisbane, QLD
Client Service Associate - Family Office
Keegan Adams Recruitment
Sydney, NSW
This is a stellar opportunity to join an environment where you can learn from the bestand develop your career in the wider private wealth space.I'mseeking a highly capable, detail orientated andorganised individual to join the...
7 days ago seen
Client Service Associate - Family Office
Keegan Adams Recruitment
Sydney, NSW
This is a stellar opportunity to join an environment where you can learn from the bestand develop your career in the wider private wealth space.I'mseeking a highly capable, detail orientated andorganised individual to join the...
7 days ago seen
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...
3 weeks ago seen See more...
- View all - jobs in North Sydney, NSW
Client Service Associate -Investments - Up to 100K
Randstad
Canberra, ACT
Hybrid Role. Private Bank. Support Advisors with High Net Worth Clients. Relevant business or finance degree. Passion for financial markets. Financial Markets or Financial Services experience highly regarded....
3 weeks ago seen
Client Services Coordinator New
Crowe
Bundall, QLD
Permanent role based in Gold Coast . Full-time WFH flexibility for family and personal commitments. Work in a supportive and collaborative team environment. a 9-day working fortnight with every second Friday off work.. flexible...
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Receptionist and Client Service | Financial Planning New
Guide Financial
Maroochydore, QLD
Communicating regularly with clients, product providers and advisers. Draft and produce client communications. Maintain adequate and accurate records and file notes. Help ensure client files are compliant. Confident, courteous, an...
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Client Services Executive | Marrickville New
Sb Recruitment
Sydney, NSW
Engage with customers across multiple channels (phone, email, in person) to address inquiries, resolve issues, and ensure a seamless experience. Proactively identify and anticipate customer needs, providing personalized solutions...
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Client Services Team Leader New
St Vincent De Paul Society Queensland
Spring Hill, QLD
Work with a purpose not your average organisation and not your average role! Competitive hourly rate and excellent employment benefits under our Employee Agreement. Salary packaging arrangements helping you save on tax. Access...
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NDIS Client Services Manager New
Necessity Housing
Melbourne, VIC
Build and maintain strong relationships with clients, families, and NDIS stakeholders. Ensure seamless onboarding of new participants, including all relevant compliance checks. Regular face-to-face interactions with participants t...
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Client Service Officer (Accounting Firm) New
Wsc Group
New Lambton, NSW
Top 100 Australian Accounting Firm (AFR). On the job training provided. Answer telephone calls including directing calls appropriately including taking accurate messages and forwarding same in a timely manner. Preparation of engag...
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Client Services Officer - Court Services - Albury New
Nsw Department Of Justice
Albury, NSW
Supporting the efficient operation of the court including liaising effectively with a wide range stakeholders. Anticipating the requirements of the judiciary and other key stakeholders in the courtroom environment and provides a t...
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Lending Client Services Officer New
William Buck
Brisbane, QLD
Foster a warm and welcoming environment to ensure the clients experience is positive, comfortable and aligns with William Bucks values. Maintain constant communication with clients, Lending Manager and referrers throughout the...
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Senior Client Service Officer New
Metro South Health Service
Eight Mile Plains, QLD
Communicate, liaise and network with MASS personnel, government and non-government agency personnel. Maintain manual and computerised information systems and databases, including the ability to abstract, interpret and disseminate...
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Client Service Associate - Lending Operations
Anz
York, WA
Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...
a month ago seen See more...
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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...
a month ago seen See more...
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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....
2 months ago seen See more...
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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...
2 months ago seen See more...
- View all Applied Wealth jobs - jobs in North Sydney, NSW
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...
2 months ago seen See more...
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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...
2 months ago seen See more...
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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...
2 months ago seen See more...
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Associate, Relationship Manager - Client Service
Blackrock
Sydney, NSW
The candidate will be a point of contact for Australia and New Zealand clients who have appointed BlackRock to manage their investments, with a particular focus on offshore pooled funds and exchange-traded-funds.. The candidate wi...
7 days ago seen See more...
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Associate Director Client Services – Directorate
Northern Territory Legal Aid Commission
Darwin, NT
Executive Contract Officer 1 (ECO1) - $221,884 - $238,236 total remuneration package. 4 Year Contract. Darwin....
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Client Services Officer/ Associate Advisor- $70,000 - $80,000 + super
Fs Recruitment Solutions
Malvern, VIC
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...
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- View all - jobs in Malvern, VIC
Client Services Director New
S2M Digital
Sydney, NSW
Forge and execute client retention strategies that exceed expectations. Spearhead pitches and presentations that captivate and convert. Utilize your expansive network to solidify our agencys prominence. Foster enduring relationsh...
2 hours ago seen See more...
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Client Service Manager New
Aeon Disability Support Services
Payneham, SA
Bachelor's degree in social work, psychology, disability studies, or a related field (Master's degree preferred). Previous experience working in the disability sector, preferably within an NDIS provider organization. Strong unders...
4 hours ago seen See more...
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Client Services Administrator New
Cbsw Pty Ltd
West Leederville, WA
Variety of Responsibilities:In this role, you'll take on a diverse range of tasks, from dedicated client support to adapting to different challenges and projects from a variety of other clients. Professional Autonomy:CBSW trust...
8 hours ago seen See more...
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ASO2 Client Services Officer New
Government Of South Australia
Adelaide, SA
$57,842-62,221 per year
Department for EducationJob reference: 602876Location: 5000 - ADELAIDEJob status: OngoingEligibility: Open to EveryoneAbout Department for EducationEvery child and young person deserves a great education.We have a strategy that ai...
11 hours ago seen See more...
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Paraplanners & Client Service Administrators - Flexible Working Arrangements New
Titanium Black Outsourcing
Perth, WA
being focused on career development and promotion. Our people are at the core of everything we do. running cutting edge workflow systems and being paperless wherever possible.. having multiple staff incentive schemes, including a...
14 hours ago seen See more...
- View all - jobs in Perth, WA
Client Services Manager New
Elias Recruitment
Bondi Junction, NSW
Assist in the preparation of straightforward Statements of Advice, involving superannuation, insurance, investment comparisons etc. Manage and nurture relationships with existing clients, ensuring their financial needs and goals a...
14 hours ago seen See more...
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