Client Services Consultant jobs in Windsor, VIC

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CLIENT SERVICE CONSULTANT - PRIVATE WEALTH

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

CompanyPraemium
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 5 days ago See detail

Client Service Consultant - Private Wealth

Praemium

Melbourne, VIC

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

WFI Client Service Consultant.

Insurance Australia Group

Melbourne, VIC

Tech-savvy and confident using multiple systems and platforms simultaneously. Ability to make decisions and work within business guidelines and processes. Well-developed rapport building, active listening, and communication skills...

WFI Client Service Consultant

Iag

Melbourne, VIC

Permanent

Tech-savvy and confident using multiple systems and platforms simultaneously. Ability to make decisions and work within business guidelines and processes. Well-developed rapport building, active listening, and communication skills...

Client Services Consultant - Superannuation and Investments

Praemium Limited

Melbourne, VIC

Support our advisers with navigating and transacting on our platform. Ensure all client calls and requests are answered and case managed with care and in a timely manner. Monitor a shared support mailbox. Build relationships and...

WFI Client Service Consultant

Atlamgroup

Melbourne, VIC

WFI Client Service Consultant Posting date: 29 Feb 2024 Job requisition ID: 41835 Location: Melbourne, VIC, AU Workplace Type: Onsite Make a difference as a WFI Client Service Consultant. YOUR ROLE We have an opportunity for multi...

Client Services Consultant and Office All Rounder

The Mould Doctor

McKinnon, VIC

$65,000 - $69,999 a year

You have previous experience in customer service. You are a clear and concise communicator, with a professional phone manner, and an effective listener, with a patient approach. You are task orientated with time management skills...

Customer Support Consultant - Funeral Services New

Southern Metropolitan Cemeteries Trust

South Melbourne, VIC

Act as a brand ambassador by modelling the SMCT values. Ensure completion and verification of all documentation is in accordance with guidelines. Check and test all AV and IT equipment in readiness for service. Coordinating Chapel...

Administration and Service Consultant New

Hays Recruitment

Melbourne, VIC

Triaging warranty requests from customers regarding their products, recording all information into the database, uploading relevant files or photos to support the claim. Provide additional care instructions to customers by sending...

General Manager - Client Services New

Johnson Recruitment

Melbourne, VIC

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

General Manager - Client Services New

Lawson Delaney

Melbourne, VIC

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

Customer Service Consultant - Banking New

Hays Recruitment

Melbourne, VIC

Multiple Permanent Full-Time Jobs. $57,000 - $60,000 + 13% Super. Work From Home 2 Days Per Week, Post 6 Weeks Training. Managing a high volume of calls and communication via live chat, email and social media Assist customers with...

Client Services Administrator | Brunswick | WFH 1 day a week New

Engage Personnel

Melbourne, VIC

Up to $75,000 + Super. Brunswick location - Walking distance from public transport and paid parking. WFH 1 day a week! Collation of financial statements and tax returns. Coordinate the workflow and actively monitor compliance dead...

Client services coordinator - career opportunity New

Engage Personnel

Melbourne, VIC

Ability to support to the wider accounting team in various administration tasks. Preparation of Financial & Tax Return packages and Corporate Secretarial management. Preparation of associated letters and invoices using various sof...

Client Services - Accounting

Morrows

Southbank, VIC

A market leader in flexibility Work from home up to 3 days per week plus, flex your hours to suit your life work anytime between 7am and 7pm! Culture Morrows is an inclusive, supportive and gender balanced employer. Our cult...

Associate Managing Consultant, Advisors Client Services, Marketing

Mastercard

Melbourne, VIC

Manage deliverable development and multiple workstreams on projects across a range of industries and problem statements. Contribute to the development of marketing strategies and campaigns for large regional and global clients by...

Growth Marketing - Digital Client Service Manager

Bluerock

Melbourne, VIC

Ensure exceptional client experiences across key accounts through effective communication and performance management.. Develop strategies and manage execution of channels such as Email, CRM, SEO, Content Marketing, Paid Media, So...

Client Services Coordinator - multiple roles

St John Ambulance Vic

Melbourne, VIC

You will be the first point of contact for clients, cares, care managers and referral organisations. Liaise with care coordinators and care managers from other orgnaisation in a professional manner. Coordinate services ensuring ne...

Executive Assistant/ Client Service Coordinator

Nexia Australia

Melbourne, VIC

Support our Corporate Advisory Partner and Managing Partner in an EA capacity;. Minute-taking and preparation of meeting agendas and board reports;. Daily diary correspondence and email management for firm Partners;. Support finan...

Part Time Client Service Manager

Fs Recruitment Solutions

Melbourne, VIC

Great Melbourne CBD location. Flexible Part Time hours. Vibrant and energetic culture. Supporting Advisers in managing client relationships. Liaising with clients and stakeholders. Prepare documents and reports for client review...

Client Services Partner I Energy - Renewables

Talent Web Property

Melbourne, VIC

Perfect sized company for you to add genuine value - not too big, not too small! Very strong career growth as the company continues to grow very quickly. Support from across the business working with genuine industry experts....

Client Service Officer

Insurance House Group

Melbourne, VIC

Reviewing and processing certificate of insurance applications. Reviewing domestic building contracts in line with insurance applications. Processing new business invoices, including amendments and cancellations. Responding to gen...

Client Services Administrator- Financial Planning- Dream Job!!!

Launchtwo People

Melbourne, VIC

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

Client Services Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

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...

Client Services Manager

Viridian Advisory

Melbourne, VIC

Partnering with other Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service for our clients. Assist with the financial advice process from Fact Find to Implementation, including...

Customer Service Consultant - Melbourne CBD Based

Me Bank

Melbourne, VIC

Resilience (every call is different; every customer is different treat every call like its the first call of the day). Dedicated and reliable (if your shift starts at 8, be ready to take your first call at 8). Exceptional commu...

New Employment Services Consultant

Kinnect

Melbourne, VIC

Join KINNECT: renowned 'Great Place to Work'. Competitive Salary & Incentives for quality service. Supportive, highly skilled & happy team based in South Melbourne. Current registration with AHPRA/ESSA/ ASORC/RCAA is essential. Mi...

Client Services Coordinator | North-West Location - Amazing Career Opportunity!

Engage Personnel

Melbourne, VIC

Ability to support to the wider accounting team in various administration tasks. Preparation of Financial & Tax Return packages and Corporate Secretarial management. Preparation of associated letters and invoices using various sof...

Client Services Coordinator- Work From Home 3-4 Days Per Week

Hot Toast

Melbourne, VIC

Assist the Client Managers and CEO with various general administrative tasks. Manage office email correspondence, phone communication, and schedule meetings. Facilitate new client setup across various platforms including XPM, Karb...

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...

Superannuation & Investments Customer Service Consultant

Amp

Melbourne, VIC

Provide exceptional Customer Service to AMP customers and advisers, ensuring their needs are met. Work to a daily schedule to meet and exceed relevant KPIs and service standards. Analyse customer issues and determine the appropria...