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Client Services Consultant jobs in Altona, VIC

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CUSTOMER SERVICE CONSULTANT - BANKING

Your new company Work for a well-established and trusted customer-owned bank who hold themselves to the highest standards, empowering customers to use their money to create a world where people and the planet thrive. Located in Co...

CompanyHays Recruitment
AddressCollingwood, VIC
CategoryAccounting & Finance
Date Posted 2 weeks ago See detail

Customer Service Consultant - Banking

Hays Recruitment

Collingwood, VIC

Your new company Work for a well-established and trusted customer-owned bank who hold themselves to the highest standards, empowering customers to use their money to create a world where people and the planet thrive. Located in Co...

2 weeks ago seen See more...

Senior Consultant - Valuation Services (Melbourne)

Kpmg

Melbourne, VIC

Permanent

Be involved in and support valuation engagements with clients. Analyse quantitative and qualitative information on companies, industries, and transactions to identify key performance metrics and value drivers. Consult with our cli...

3 weeks ago seen See more...

Principal Consultant, Environmental Services

Wsp

Melbourne, VIC

Permanent

University of Melbourne - environmental assessment and remediation of the complex former Holden site in Port Melbourne, to support redevelopment of this prize location as a future learning campus. Orica Australia - environmental a...

3 weeks ago seen See more...

Customer Service & Administration Consultant

Staff Australia

Kensington, VIC

$32.73 per hour

Ongoing casual role with view to perm. Monday to Friday 9am 5pm. South Geelong location. $32.73 per hour. Providing exceptional support to customers over the phone and via email. Assist customers with service calls regarding boo...

3 weeks ago seen See more...

Client Services Lead - NDIS

Jigsaw Blue

Melbourne, VIC

$70,000 - $80,000 a year

Review and assess referrals to align with Jigsaw Blue's services. Coordinate rostering and cost models for efficient service delivery. Develop and manage Proposal/SIL requests and Service Agreements. Facilitate transitions of new...

4 weeks ago seen See more...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

4 weeks ago seen See more...

Professional Services Consultant

Adobe

Melbourne, VIC

Quickly learn the full suite of Adobe solutions, and expert in Adobe Experience Manager. Design and implement custom features with our best practice in mind on top of Adobe Experience Manager for clients or partners as part of a p...

4 weeks ago seen See more...

Client Service Manager

First Financial

Melbourne, VIC

use your strong organisational skills to effectively prioritise and work through a range of tasksof varying complexity;. maintain client records in accordance with compliance requirements;. contribute or drive process improvement...

4 weeks ago seen See more...

Client Services Officer

Liz Medwin Recruitment

Melbourne, VIC

$70,000 - $75,000 a year

Preparation of all documentation for SOA and ROA meetings. Provide administrative support to the Financial Planners in regard to client needs. Complete preparation for implementation of advice. Check funds invested as per SOA and...

4 weeks ago seen See more...

Client Services Officer (Entry Level or Grad)

Fs Recruitment Solutions

Melbourne, VIC

$55,000 - $65,000 a year

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

4 weeks ago seen See more...

Client Services Manager - $80k-90k+

Ivy Recruitment

Melbourne, VIC

$75,000 - $95,000 a year

3+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. industry relevant qualifications such as DFP, ADFP or Bachelor's Degree. advanced computer skills and IT literacy. ability to build str...

4 weeks ago seen See more...

Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor 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...

4 weeks ago seen See more...

Client Services Manager

Prime Financial Group

Southbank, VIC

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

4 weeks ago seen See more...

Client Service Officer

Tap The Andersen Partnership

Melbourne, VIC

Support financial planners and advisors in crafting financial plans and generating reports for clients. Carry out research and analysis to underpin financial planning recommendations. General ad hoc administrative tasks. Previous...

4 weeks ago seen See more...

Client Services Administrator ? Financial Planning

Atlamgroup

Melbourne, VIC

Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...

4 weeks ago seen See more...

EOI Customer Service Consultant

Hays Recruitment

Melbourne, VIC

First point of contact via phone, email, etc. Process inbound transactions via phone, email and any other means. Conduct outbound calls to customers and other stakeholders. Provide sound advice and information on customer matters....

4 weeks ago seen See more...

Customer Service Consultant

Integrated Training Solutions

Melbourne, VIC

If you thrive in an environment that fosters continuous improvement, encourages openness, and values a light and friendly atmosphere, then InterCare Training is the place for you!Position: Direct Sales Consultant Location: Melbour...

4 weeks ago seen See more...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

4 weeks ago seen See more...

Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

4 weeks ago seen See more...

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

4 weeks ago seen See more...

Customer Service Consultant

Storage King

Melbourne, VIC

Provide support on the phone to customers across our store network throughout Australia and New Zealand. Provide storage solutions for new customers by. identifying their storage needs. Understand the problem they are facing. Sou...

4 weeks ago seen See more...

Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

4 weeks ago seen See more...

Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

4 weeks ago seen See more...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

4 weeks ago seen See more...

Executive Assistant / Client Service Coordinator

Atlamgroup

Melbourne, VIC

If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! You will be responsible for providing E...

4 weeks ago seen See more...

Client Services Coordinator

Morgan Consulting

Melbourne, VIC

$80,000 - $100,000 a year

Serve as the main point of contact for clients, delivering exceptional service and support. Coordinate client meetings, appointments, and follow-up communications. Assist with ASIC and ATO compliance tasks, including document prep...

4 weeks ago seen See more...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

4 weeks ago seen See more...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

4 weeks ago seen See more...

Customer Service Consultant

Aware Super

Melbourne, VIC

Start date - Monday 13 May 2024 2-week full time training program. Required to attend the office for the first 3 months, before Hybrid arrangements can be discussed. Full time opportunities - based in Melbourne, Wollongong or Pert...

4 weeks ago seen See more...

Junior customer service consultant

Caseware Idea

Melbourne, VIC

Provide exceptional customer service via phone, email, and web tools to resolve client inquiries efficiently. Coordinate training courses and ensure seamless administration and attendee setup. Record all support cases accurately i...

4 weeks ago seen See more...

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