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 a month 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...

Consultant, Client Services Investment Operations

Northern Trust

Melbourne, VIC

Permanent

Responsible for providing client service through the execution of daily functions and tasks within the Investment Operations Outsourcing Team. Responsible for oversight of offshore production of operational activity across middle...

Claims service consultant New

Allianz

Brighton, VIC

Managing a National based portfolio of motor claims and handling inbound/outbound calls. Providing excellent customer service to our customers in a timely manner. Maintaining positive working relationships with external and intern...

Customer Sales & Service Consultant - Melbourne New

Bupa

Melbourne, VIC

Providing individual recommendations of the most suitable health and wellbeing products based on the customer needs, showcasing the value and benefits of these productsfor easy decision making.. Working within the wider communit...

Payroll Services Consultant New

Fusion5

Melbourne, VIC

Join a leading business solutions company. Fantastic employee benefits and work culture. End-to-end payroll processing for various employers, encompassing weekly, fortnightly, and monthly payrolls; using EmpowerHR, PayGlobal, Jade...

APS 5 Client Services Assistant Manager

Department Of Veterans' Affairs

Melbourne, VIC

$88,923-92,670 per year

Location: Brisbane, QLD; Adelaide, SA; Melbourne, VIC. Salary Range: $88,923 - $92,670 + Attractive Superannuation. Contact Officer: Tanya Creedy Tanya.Creedy@dva.gov.au. Booked Car with Driver (BCWD) which is a pre-booked taxi or...

Client Services Officer - Part Time - Richmond - Financial Planning

Fs Recruitment Solutions

Richmond, VIC

Delivering exceptional client service through prompt and accurate responses to enquiries. Preparation of regular Portfolio Review packs and compliance documents for clients these are pre prepared and require compiling. A knowled...

Client Service Officer - Part time

Marsh Mclennan

Melbourne, VIC

Permanent

To support Financial Advisers in preparing and implementing advice. Being the first point of contact for our clients. The opportunity to progress your career in Financial Advice. A Part time role in a CBD Office. Opportunity to wo...

Senior Advisory Services Consultant - HCM-Compensation - Workday Success Plans

Workday

Melbourne, VIC

Confidently and consistently provide excellent customer service. Engage customers to quickly understand business requirements. Share their broad experience with industry practices. Adapt and succeed independently in challenging si...

Client Services Officer

Dillon Clyne Pty Ltd

Melbourne, VIC

Preparation of Review reports. Liaise with Accountants, Fund Managers, Superannuation Providers (particularly Hub24) and other third parties. Maintain XPlan. Managing Client Reviews, FDSs and Opt ins as well as Ongoing Service...

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...

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...

Customer Service Consultant

Hays Recruitment

Collingwood, VIC

Managing a high volume of calls and communication via live chat, email and social media. Assist customers with enquiries such as opening accounts, internet banking, payment transfers, foreign exchange, credit cards, insurance prod...

Customer Service Consultant - Temp to Perm Opportunity

Conquest Personnel

Melbourne, VIC

Successful business located in Keysborough. Market leader in vehicle accessories & towing solutions. With an emphasis on service excellence, this dynamic team works together to RAISE THE BAR ON SERVICE! This position will offer yo...

Oracle Financial Services Consultant

E2E Project Excellence

Melbourne, VIC

Asset Liability Management. IFRS9 & FTP. Accounting & Finance. Banking Solutions & Processes. Extensive knowledge of Oracles Financial Services Analytical Application (OFSAA) and Oracles Financial Services Analytical Application...

Client Services Manager | Commercial Cleaning

Smart Cleaning Solutions

Melbourne, VIC

Manage a portfolio of Commercial Cleaning accounts, ensuring all client needs are met and expectations exceeded. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues promptly and effectivel...

Advice Services Consultant

Cbus Super

Melbourne, VIC

RG146 qualification is essential, with additional financial planning studies an advantage;. Around, 2 years demonstrated experience in an advice service, superannuation consultant or related role;. Knowledge across broad financial...

Customer Service Consultant - Permenant Full Time

Tenacitycx

Melbourne, VIC

Are you looking to get out of Retail and Hospitality? Do you want a rewarding role where you can truly make a difference? Do you have a passion for Customer Service? Do you want long term career development opportunities? Are you...

Client Services Officer - Inner North

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Client Services Officer | Cranbourne Location

Engage Personnel

Melbourne, VIC

Client correspondence. Preparation and maintenance of databases. Collating returns & financials. Fee preparation. ATO correspondence. Preparation of ATO registrations. Formatting and compilation of documents for clients. Scanning,...

Personal Assistant / Client Services Admin - Part Time

Morgan Consulting

Brighton, VIC

Private Business Owners: Working with established businesses with turnovers ranging from $1 million to $100 million plus. These business owners aim to protect, grow, and pass on their success for a lasting family legacy. Families...

Member Service Consultant

Sustainability

Melbourne, VIC

Customer Support: Provide a first-class support service to existing members across an array of general inquiries. Inbound Queries: Answer inbound calls and written queries from current and potential members and employers, as well...

Senior Manager, Client Service

Aware Super

Melbourne, VIC

Provide professional, quality support and assistance to the administrative requirements of Financial Planners. Deliver best practice Client Service and client satisfaction to advise clients and members, including face to face in t...

Claims Service Consultant 1 1

Allianz

Brighton, VIC

Managing inbound and outbound calls. Managing a portfolio of property claims from end to end and being the main point of contact of the insured. Maintaining a timely delivery of property claims outcomes which meet or exceed custom...

Claims Service Consultant 1

Allianz

Brighton, VIC

Managing a National based portfolio of motor claims and handling inbound/outbound calls. Providing excellent customer service to our customers in a timely manner. Maintaining positive working relationships with external and intern...

Customer Service Consultants - Collingwood

Dfp Recruitment

Collingwood, VIC

Providing exceptional Customer Service to meet the everyday banking requirements of our customers over the phone. Process inbound transactions (phone,email) in accordance with banking policies and procedures in a professional and...

Customer Service Consultants - Collingwood

Dfp Recruitment

East Melbourne, VIC

Providing exceptional Customer Service to meet the everyday banking requirements of our customers over the phone. Process inbound transactions (phone,email) in accordance with banking policies and procedures in a professional and...

Entertainment Sales/ Customer Service Consultant

Applause Entertainment

Caulfield, VIC

An immediate start date. A vibrant and social work environment. Ongoing training on all products and services. Opportunity for professional training and development. Enthusiasm for Sales and meeting targets (experience preferred,...

Business Development Consultant | KU Children's Services - VIC

Ku Children's Services

Melbourne, VIC

Full Time, Permanent. Sector Leading NFP. Enjoy a monthly Rostered Day Off (RDO). Assess, manage and respond to Tenders and EOIs that fit within the KU Strategic Plan and deliverables. Support grant applications that improve KU o...

Clinical Nurse Consultant - Breast Services

Monash Health

Melbourne, VIC

A passion for Oncology nursing with a keen interest in Breast Cancer. Exceptional organisational and prioritisation skills. Current driver's license. Based at Moorabbin Hospital with ability to travel to other Monash Health sites,...