Client Services Associate jobs

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CLIENT SERVICES MANAGER

Leases vacant or upcoming office space, coworking packages, virtual offices and meeting rooms. Works closely with and builds relationships with brokers. Generates marketing ideas specifically for her/his location that support sale...

CompanyFigari Vic Pty Ltd
AddressDocklands, VIC
CategoryAccounting & Finance
Date Posted 3 weeks ago See detail

Client Services Manager

Figari Vic Pty Ltd

Docklands, VIC

Leases vacant or upcoming office space, coworking packages, virtual offices and meeting rooms. Works closely with and builds relationships with brokers. Generates marketing ideas specifically for her/his location that support sale...

Client Services - Financial Services

Wealthmed Australia

Birtinya, QLD

Proactively support Financial Adviser(s) by effectively and efficiently managing the day-to-day tasks as required by the Financial Adviser(s) to implement clients Financial Plan and review strategies. Liaise with Fund Managers, e...

Senior Investment Officer / Client Services Officer

Hays Recruitment

Brisbane, QLD

Supervise the investment operations within approved policies, procedures and guidelines. Ensure funds held in the trust are managed. Participate in cross-training initiatives in relation to the program. Maintain information system...

Client Services Manager

Armada Accountants & Advisors

Osborne Park, WA

Act as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service. Administration support to the Financial Planning team. Maintaining client data base. Preparation of client r...

Client Services Manager

Spotless

Perth, WA

Engage directly with clients to understand their needs and provide exceptional service. Accountable for the Downer budget for the relevant state(s) including contract variations and scope management in alignment with expectations....

Client Service Manager

Adelaide Private Wealth

Adelaide, SA

3+ years in a Client Services/adviser 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...

Client Services Manager - Adelaide Metro

Cara Inc

Adelaide, SA

Competitive remuneration package plus salary packaging benefits (up to $15,899 tax free and $2,650 tax free on meals and entertainment). Vehicle allowance of up $8,000. Rewarding and friendly work environment. Career opportunities...

Administration / Client Services (IVANHOE)

Ascot Wealth Management

Ivanhoe, VIC

To allow for school drop off and pick-ups where applicable. Working 3, 4 or 5 day working week, the choice is yours. Have experience with Xplan, Wealth Solver & Risk Researcher. Support the team with administrative requirements t...

Client Services Officer

Qc Accountants Pty Ltd

Southport, QLD

Client Onboarding and Support: Guide clients through their journey with us, from onboarding to the delivery of their work. Service Standard Maintenance: Uphold the firms service standards when working with clients and team members...

Client Service Officer/Assistant

Profusion Group

Sydney, NSW

Support the team with regular admin tasks i.e. doc prep, data entry, reporting. Prepare and complete necessary paperwork to execute recommendations from the Statement of Advice (SoAs), including application forms, redemption/rollo...

Client Service Officer - UHNW Clients

Candor Recruitment

Hobart, TAS

Timely and accurate implementation of all advice documents. Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Implementing investment transactions,...

Customer Service Associate - Full Time

Avis Budget Group

South Mackay, QLD

This position is directly responsible for the cleaning of the interior and exterior of our vehicles to ensure they are in the best condition possible for our customers Job Type: Casual Salary: From $28.26 per hour Expected hours:...

Customer Service Associate - Full Time

Avis Budget Group

Lytton, QLD

Across our world-famous brands - Avis, Budget, Zipcar, and Apex - we're leading the way for the global mobility industry. This position is directly responsible for the cleaning of the interior and exterior of our vehicles to ensur...

Client Services Manager - Port Augusta

Cara Inc

Port Augusta, SA

Competitive remuneration package plus salary packaging benefits (up to $15,899 tax free and $2,650 tax free on meals and entertainment). Vehicle allowance of up $8,000. Rewarding and friendly work environment. Career opportunities...

Client Services Manager

Barry Plant

Wantirna, VIC

Organising trades to prep properties for market. Manage schedules and appointments. Liaise with solicitors/conveyancers for contracts and amendments. Set up new listings and marketing requirements within the system. Proof marketin...

Customer Service Associate - Full Time

Avis Budget Group

Newstead, QLD

Across our world-famous brands - Avis, Budget, Zipcar, and Apex - we're leading the way for the global mobility industry. This position is directly responsible for the cleaning of the interior and exterior of our vehicles to ensur...

Client Services Officer

Abnaustralia.com.au

Adelaide, SA

Client engagement support (e.g. onboarding and offboarding clients, scheduling, etc.). CRM and other systems administration. Tax and Accounting service support (e.g. preparation of compliance calendars, assistance with BAS/IAS lod...

Client Service Officer | Sunshine Coast | $88k

Jenner Recruitment

Queensland

Implementation of advice. Client and advisor liaison. Management of ongoing tasks through Xplan. Completion of ROA on occasion. Proactively chasing up documentation from clients, advisors and outside third parties. Undertake Clien...

Client Services Officer

Abn Australia

Adelaide, SA

Client engagement support (e.g. onboarding and offboarding clients, scheduling, etc.). CRM and other systems administration. Tax and Accounting service support (e.g. preparation of compliance calendars, assistance with BAS/IAS lod...

Client Service Officer

Gallagher Au

Mulgrave, VIC

Maintaining and developing business opportunities with existing clients. On renewal, reviewing cover to identify opportunities to cross sell associated Gallagher products. Handle claims on behalf of clients liaising with Claims an...

Client Services Consultant

Perpetual

Sydney, NSW

Work from anywhere in Australia for up to one month each year. An annual allowance to empower you to prioritise your personal wellbeing. Access to LinkedIn learning, study support and commitment to supporting professional develop...

Client Services Specialist

Marsh Insurance

Sydney, NSW

Interesting and diverse client portfolio. Leading training and development program. Professional environment where your career path really matters and is supported in our global organization. Successful, established corporate team...

Client Services Support Engineer

Hsbc

Sydney, NSW

Maintain high availability and stability of production services, investigate system errors and resolve within a timely manor. Report and communicate/ escalate recurring support incidents to regional and local quality teams meeti...

Client Services / Sales / Database Coordinator

Proteus Enterprises

Adelaide, SA

Have a great attitude. Are flexible and hard working. Love helping people. Understand and can use CRMs and technology. Have great Administration and Telephone skills. Want to build a career. Love the sales process....

APS3 Client Service Centre Officer

Hays Recruitment

Canberra, ACT

City Location. Full time opportunity. Contact Alexander Morosin. Processing applications and preparing permission documents. Handling external and internal inquiries about regulatory services, including calls, internet inquiries,...

Client Service Representative - Victims Services

Department Of Communities And Justice

Parramatta, 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

Department Of Communities And Justice

Maroubra, 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 Service Officer

Edge Advisory Partners

Merimbula, NSW

Serve as the primary point of contact for clients, providing exceptional service and addressing inquiries promptly and professionally. Liaising with product providers and external stakeholders. Coordinate client meetings, appointm...

Client Service Officer

Hays Recruitment

Newcastle, NSW

Coordinating and managing the administrative tasks of the team, such as scheduling meetings, booking travel arrangements, preparing correspondence on behalf of accounting staff. Communicating effectively with internal and external...

Client Services Manager | Commercial Cleaning

Smart Cleaning Solutions

Melbourne, VIC

Manage a portfolio of Commercial Cleaning accounts, ensuring all client needs are met and expectations exceeded. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues promptly and effectivel...