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Client Services Consultant jobs in Victoria

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FINANCIAL PLANNING CLIENT SERVICES OFFICER

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

CompanyHighview Accounting & Financial
AddressCranbourne, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted 3 weeks ago See detail

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

3 weeks ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, VIC

$70,000 - $85,000 a year

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...

3 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...

3 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...

3 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....

3 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...

3 weeks ago seen See more...

Service Delivery Consultant - Facilities and Maintenance

The University Of Melbourne

Parkville, VIC

$79,961-91,844 per year

Deliver exceptional customer service and support to meet Service Levels and KPIs. Opportunity to enhance domain knowledge and broaden understanding of Business Services, while gaining hands-on experience in resolving service issue...

2 weeks ago seen See more...

Client Services Manager

Sinclair Wilson

Hamilton, VIC

A minimum of 5 years experience leading teams in the community services sector providing leadership, supervision, direction, support and management to our people and services. Tertiary qualifications in social work, social welfar...

3 weeks ago seen See more...

Customer Service Consultant

Central Animal Records

Keysborough, VIC

$51,000 - $55,000 a year

A strong background in Customer Service. Tech savvy and can learn new systems quickly. Excellent computer skills and familiarity with a range of software systems. A desire to help people and animals. Highly logical with proven pro...

3 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...

EOI Customer Service Consultant

Hays Recruitment

Docklands, VIC

The location is Melbourne CBD and there is the option to move into a hybrid working arrangement post training period. Process inbound transactions via phone, email and any other means Conduct outbound calls to customers and other...

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...

Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

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...

Part Time Customer Service and Sales Consultant ROSEBUD

Telstra

Rosebud, VIC

Team performance-related commission, with your first 2 months guaranteed, while youre getting up and running. 30% off Telstra services. Continuous training from management, to keep enhancing your skills and helping you grow. Tels...

3 weeks ago seen See more...

Clinical Nurse Consultant - Acute Pain Service

Northeast Health Wangaratta

Wangaratta, VIC

Part Time, Fixed Term Contract - 3/6/2024- 30/9/2024. 48 - 64 hours per fortnight. Secondment Considered. Wangaratta is a large regional centre located in Northeast Victoria, with an approximate population of 30,000 people. Wangar...

3 weeks ago seen See more...

Telstra Retail: Customer Service & Sales Consultant

Telstra

Wangaratta, VIC

30% off Telstra services. Exclusive discounts and offers across 240 brands and partners. A flexible, inclusive approach to parental leave do it your way!. Unlimited access to 17000 learning programs something for everyone!. Mo...

3 weeks ago seen See more...

Telstra Retail: Customer Service & Sales Consultant

Telstra

Narre Warren, VIC

30% off Telstra services . Exclusive discounts and offers across 240 brands and partners . A flexible, inclusive approach to parental leave - do it your way! . Unlimited access to 17000 learning programs - something for everyone!...

3 weeks ago seen See more...

Part Time Customer Service and Sales Consultant Cranbourne

Atlamgroup

Cranbourne, VIC

We're all about providing the best experience and delivering the best tech on the best network.Our Cranbourne store is hiring a Retail Consultant to join the team on a Part Time basis. Working in a Telstra Retail Store is not jus...

3 weeks ago seen See more...

Part Time Customer Service and Sales Consultant ROSEBUD

Atlamgroup

Rosebud, VIC

Employment Type Permanent Closing Date 21 May 2024 11:59pm Job Title Part TimeCustomer Service and Sales Consultant ROSEBUD Job Summary As a Retail Sales Consultant, you are passionate about delighting Telstra?s customers through...

3 weeks ago seen See more...

Full Time Customer Service and Sales Consultant HASTINGS

Atlamgroup

Hastings, VIC

We're all about providing the best experience and delivering the best tech on the best network.Our Hastings store is hiring a Retail Consultant to join the team on a Full Time basis. Working in a Telstra Retail Store is not just...

3 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

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

4 weeks ago seen See more...

Customer Service Consultant | Sales | Contact Centre

Racv

Sale, VIC

$70,141 - $70,141 a year

Permanent full-time role- commencingMonday, 13th May 2024. 5-week rotational shift roster- includes every 5th weekend (both Saturday and Sunday) with shift scheduled between the hours for 7.00am 6.00pm. Hybrid working arrange...

4 weeks ago seen See more...

Client Services Manager

Maddern Financial Advisers P/L

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training. Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centr...

4 weeks ago seen See more...

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People who searched for Client Services Consultant jobs in Victoria also searched for Inbound Customer Service, Customer Service Assistant, Service Manager, Customer Service Specialist, Service Officer, Building Services Manager, Clinical Services Manager, Sale Consultant, Services Sales Executive, Client Services Account Manager, Managing Consultant, Customer Service Executive, Mental Health Services, Service Sales Manager, Human Resource Consultant, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Victoria

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