Client Services Associate jobs
Now available 868 results are consistent
Sort by:relevance - date
WEALTH ADVISORY CLIENT SERVICE OFFICER
Arranging client appointments. Preparation of Investment Reviews and Records of Advice (RoAs). Client Portfolio administration / implementation. Liaising directly with clients and fund managers regarding portfolio issues, queri...
| Company | Fs Recruitment Solutions |
|---|---|
| Address | Melbourne, VIC |
| Category | Accounting & Finance |
| Date Posted | a week ago See detail |
Wealth Advisory Client Service Officer
Fs Recruitment Solutions
Melbourne, VIC
Arranging client appointments. Preparation of Investment Reviews and Records of Advice (RoAs). Client Portfolio administration / implementation. Liaising directly with clients and fund managers regarding portfolio issues, queri...
a week ago seen See more...
- View all - jobs in Melbourne, VIC
Client Services Manager
Aqueo Import And Distribution
Surry Hills, NSW
Maintain relationships with clients to ensure service levels are being met.. Provide feedback to sales team related to customer satisfaction and areas to improve service to Independent, Majors and Accent group customers.. Client...
a week ago seen See more...
- View all - jobs in Surry Hills, NSW
Client Services Officer
Troocoo
Brisbane, QLD
Supporting the Financial Planners in day-to-day financial planning administration. Liaison and follow up of clients and third parties. Conduct research on a range of topics including superannuation and insurance. Create comparison...
a week ago seen
Client Service Manager / Operations Manager
Cartwright Jones
Sydney, NSW
Providing ongoing support to Paraplanners and Advisers. Providing an exceptional customer service experience to our clients. Developing and maintaining strong relationships with clients and responding to client queries. Preparatio...
a week ago seen See more...
- View all - jobs in Sydney, NSW
Client Services Manager - Private Wealth
Vivere Recruitment Group
Sydney, NSW
Build strong client relationships toanticipate future client needs. Manage client service andadministrative functions.. Meet and Greet clients upon arrival and be the first point of contact for allcustomer enquiries.. Onboard...
a week ago seen See more...
- View all - jobs in Sydney, NSW
Client Services Officer
Ri Advice Alderley
Newmarket, QLD
Be the first point of contact when clients call up;. Help us deliver excellent client outcomes by preparing and implementing holistic financial advice recommendations;. Service clients by responding to queries via email, phone, a...
a week ago seen See more...
- View all - jobs in Newmarket, QLD
Client Services Assistant Manager
Fidelity International
Sydney, NSW
Handle and resolve a wide range of issues from an equally wide range of clients including direct investors, financial advisers and wholesale intermediaries - and colleagues too. Managing the establishment of new client account ope...
a week ago seen See more...
- View all Fidelity International jobs - jobs in Sydney, NSW
Client Service Officer
Advance Recruitment Partners
North Perth, WA
Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients wi...
a week ago seen See more...
Client Services Admnistrator
Poynter Hargraves Financial Planning
Mile End, SA
Career progression:Grow with us and advance your career. Professional development and mentoring: Enhance your skills with ongoing support and training. Prime Location: Conveniently situated in the inner West of the CBD. Flexib...
a week ago seen See more...
- View all - jobs in Mile End, SA
Parra planning/ Client services
Clear Sky Financial
Mermaid Beach, QLD
Data Entry. Admin Support for our Advice Team. Speaking to Super Funds and Insurance Companies. Assisting Clients with Enquiries. Experience with Microsoft Office - preferably excel. Typing and Computer Skills. Good Communication...
a week ago seen See more...
- View all - jobs in Mermaid Beach, QLD
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...
a week ago seen See more...
- View all - jobs in Docklands, VIC
Client Service Manager
Patrick John Walford
North Sydney, NSW
Developing and maintaining strong relationships with clients, responding to client queries and ensuring all tasks are complete. Preparing and maintaining client records, correspondence and files ensuring they meet both our firms...
a week ago seen See more...
- View all - jobs in North Sydney, NSW
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...
a week ago seen
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...
a week ago seen See more...
- View all Hays Recruitment jobs - jobs in Brisbane, QLD
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...
a week ago seen See more...
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....
a week ago seen See more...
- View all - jobs in Perth, WA
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...
a week ago seen See more...
- View all - jobs in Adelaide, SA
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...
a week ago seen See more...
- View all - jobs in Adelaide, SA
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...
a week ago seen See more...
- View all - jobs in Ivanhoe, VIC
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...
a week ago seen See more...
- View all - jobs in Southport, QLD
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...
a week ago seen
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,...
a week ago seen See more...
- View all - jobs in Hobart, TAS
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:...
a week ago seen See more...
- View all Avis Budget Group jobs - jobs in South Mackay, QLD
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...
a week ago seen See more...
- View all Avis Budget Group jobs - jobs in Lytton, QLD
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...
a week ago seen See more...
- View all - jobs in Port Augusta, SA
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...
a week ago seen See more...
- View all Barry Plant jobs - jobs in Wantirna, VIC
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...
a week ago seen See more...
- View all Avis Budget Group jobs - jobs in Newstead, QLD
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...
a week ago seen See more...
- View all - jobs in Adelaide, SA
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...
a week ago seen
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...
a week ago seen See more...
- View all - jobs in Adelaide, SA
Account 
More