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...

CompanyKeystone Wealth
AddressBrisbane, QLD
CategoryAccounting & Finance
Date Posted a week 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...

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...

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...

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 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....

Senior Client Service Officer New

Metro South Health Service

Cannon Hill, 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...

Senior Client Service Officer New

Queensland Health

Cannon Hill, 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...

Client Services Manager (Response Planning) - Wellbeing Support New

Tasmanian Government

Hobart, TAS

$125,536-132,125 per year

Arson and fire setting;. Sexual offences;. Dishonesty (e.g. theft, burglary, breaking and entering, fraud);. Deception (e.g. obtaining an advantage by deception);. Making false declarations;. Violent crimes and crimes against the...

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...

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 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 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...

Lawyer or Senior Associate ? Private Clients New

Atlam Group

Newcastle, NSW

Permanent

Hybrid working; WFH and from modern, open plan offices. We provide WFH IT equipment plus reimbursement of up to $500 for additional equipmentLearning and career development programs for all roles and levelsFlexible leave options a...

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...

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....

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...

Client Services Coordinator New

Blackwood Advisory

Sunbury, VIC

An exciting new opportunity has become available for an experienced and vibrant Client Services Coordinator to join a growing regional Victorian advisory firm! The successful candidate will be a strong supporter of a team environm...

Property + Client Services Manager New

Mcg Quantity Surveyors

Charlestown, NSW

Supervise and mentor a team of office-based and remote staff ensuring clear direction, effective communication, and professional development. Foster a collaborative and supportive work environment to maximise team productivity and...

Client Services Area Leader | Peninsula Vet Care New

Vetpartners

Rosebud, VIC

Managing multiple incoming phone lines and directing calls. Scheduling appointments and communicating booking requirements to clients. Communicating patient arrivals and emergencies to clinical staff. Finalising invoices, processi...

Client Services Administrator New

Keymoves

Malvern, VIC

Support the Practice Manager with daily operations, bookkeeping, data entry, and project tasks. Manage Accounts Receivable, including banking, receipts, and debtor communications. Provide IT support and coordinate with external IT...

Client Service Coordinator New

Summertime Pools

Dandenong, VIC

Liaising with internal & external stakeholders including Sales, Manufacturing & Construction teams, Sub-contractors, and Customers throughout the construction process. Maintain customer relationships throughout the construction pr...

Client Services Officer- NDIS New

Danny Met Sally

Shepparton, VIC

Attractive Salary & Incentives. Additional Leave Benefits - Including Mental Health Days. Career Progression Opportunities. Positive and Supportive Work Culture & Environment. Liaising directly with clients, Support Coordinators a...

Client Service Officer New

Insurance House Group

Shepparton, VIC

Processing new business, renewals, amendments, certificates of currency and endorsements (that's insurance talk for reviewing new applications and making changes to existing policies). Respond to enquiries/requests from the broker...

Client Service Administrator New

Afs & Associates

Bendigo, VIC

Collaborate with the team to ensure client deliverables are completed. Schedule meetings, appointments and trainings. Generate draft documents using the firms software and document management systems. Assist with the submission o...

Reception / Client Services Administrator - Bayside Firm New

Bentley Recruitment

Victoria

Regularly liaising with ATO & ASIC and utilising portals. Maintain contact with clients and liaise with them on behalf of accountants or executives. Manage and update the client database as needed. Collation and preparation of doc...

Coordinator - Client Services (529776) New

Department Of Health Tasmania

Hobart, TAS

Ensure the completeness of information collected during assessment clinics. This includes:. Following up information required from clinicians. Entering clinical outcome of assessments into Concerto. Schedule clinic appointments t...

Coordinator - Client Services (529776) New

Tasmania Government

Hobart, TAS

Ensure the completeness of information collected during assessment clinics. This includes:. Following up information required from clinicians. Entering clinical outcome of assessments into Concerto. Schedule clinic appointments to...

Client Service Coordinator New

Multicap Tasmania

Burnie, TAS

Ongoing support, training and development. Fulltime position. The ability to salary sacrifice so you can enjoy even more of your take home pay. A positive, collaborative, and supportive team culture. Experience inplanningsupport...