Client Services Consultant jobs

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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 2 weeks 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...

Associate/Senior Associate - Client Services Bereavement Hub(Secondment) New

Fidelity International

Kingswood, SA

The processing of all Legal correspondence in relation to registering clients as deceased, Power of Attorney, Court of Protection, Name change and Corporate/Trust business. Generating confirmation letters used to return original a...

Customer Service Consultant New

Select Aust Sydney

West Perth, WA

Assist clients and external stakeholders with regards to business, farm and personal insurance enquiries and provide a high quality customer experience. Join the team for a rewarding career where you can make a positive impact, as...

Client Services Manager | Administration Officer | Accounting Firm New

Mw Recruitment

Indooroopilly, QLD

Leadership Opportunity: Be the go to for clients, staff overseas and the partner you work for. Client Interaction: Be the primary contact for our valued clients ensuring top-notch exceptional communication.. Continuous Learning:...

Associate/Senior Associate - Client Services Bereavement Hub(Secondment) New

Fidelity International

Kingswood, SA

Process and / or check sales and / or information packs, and other ad-hoc requests, across the bereavement journey. Be a part of a dynamic team, each of whom is considerate of, and engages with delivery of overall team and custome...

Client Service Administrator New

Bentley Recruitment

Melbourne, VIC

Dealing directly with clients and assisting with queries. Diary management and scheduling of appointments. Following up clients with reminders in regard to lodgment dates. Drafting of correspondence on behalf of accountants. Lodgm...

Client Services Lead New

Findex

Australia

Spearhead the development and execution of a pioneering Client Services workforce planning strategy ensuring seamless alignment with our overarching Operating Model transformation. Assist the Operational Efficiencyportfolioand P...

Junior Client Services Officer New

Bentley

Brisbane, QLD

Quarterly social events. EOFY and Christmas events. Flexible working hours. WFH can be offered. Career progression and training available. Study support and study programs offered. Manage and process all documents (implementation)...

Client Services Officer – Financial Planning New

Nest Egg Solutions

Maroochydore, QLD

Exceptional customer service. Implementation of Advice with fund manager or superannuation providers. Attention to detail and time management skills. A good working knowledge of Word, excel etc. Must be well spoken (both written a...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote) New

Fundd

Sydney, NSW

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote) New

Fundd

Hobart, TAS

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

Client Services Officer (513455) New

Tasmania Government

Tasmania

This is an exciting opportunity to work as part of a supportive interdisciplinary team providing outpatient clinic and rehabilitation services to patients with a diverse range of aged care and rehabilitation needs. Work in a well...

Client Services Administrator New

Core Marketing Services

Flemington, VIC

Manageall customer service related client issues. Assist Manager in growing client base through assisting with new sales and upselling existing clients. Ensuring that all offices are set up to be leased and presentation is premiu...

CLIENT SERVICES/PA | BONDI | $75-85K + SUPER + BONUSES New

Roc Consulting

Sydney, NSW

RELAXED ACCOUNTING FIRM BASED IN BONDI. CLOSE TO PUBLIC TRANSPORT. STABLE CLIENT BASE. $75-85K + SUPER Lodging tax returns and BAS. Liasing with the ATO. Client relationship management. Corporate secretarial duties. Collations and...

Client Service Coordinator New

Nawiri Care Services

Adelaide, SA

Excellent interpersonal, communication, and report writing skills. Tertiary Qualification in Community services, Social Work, Behavioural Science or similar (Bachelor Level or higher). Current or previous leadership experience in...

Client Service Manager New

Loan Market

Como, WA

Respond promptly to phone calls and email communications from clients. Proactively engage with clients to maintain relationships and actively chase lead flow. Aid in the input of loan applications and associated documents into our...

Customer Service Consultant New

Cloud Stratagem Pty. Ltd.

Victoria

Manage inbound and outbound Calls; and any email enquiries for our Clients/Technicians. Provide best in class Customer Service for our clients, ensuring regular and timely communication, setting of expectations, and creating excel...

Office Administrator (Customer Service Consultant)- Bupa Seaforth New

Bupa Aged Care

Seaforth, NSW

Supportive, collaborative, and caring team culture. Continual learning and development opportunities. Internal transfers across our care homes. Discounts on Bupa products Healthcare, Optical, Dental & other retail partners. Resi...

Client Services Officer (513455) New

Department Of Health Tasmania

Tasmania

This is an exciting opportunity to work as part of a supportive interdisciplinary team providing outpatient clinic and rehabilitation services to patients with a diverse range of aged care and rehabilitation needs. Work in a well...

AO3 Housing Officer - Client Service/Admin (Government - $44.49-$46.27/hour) New

Top Office Group Pty Ltd

Queensland

Assessing property applications and grants, conducting client interviews and making referrals to support service agencies as required. Maintaining property waitlists, allocations and vacancies, ensuring departmental compliance as...

Client Services Executive New

Parker Financial Services

Canberra, ACT

On offer is: An engaging and dynamic position with Canberras largest privately owned advisory firm the support of a fully qualified team of client service and paraplanning professionals the opportunity to liaise with clients,...

Client Services Executive New

Parker Financial Services

Canberra, ACT

An engaging and dynamic position with Canberras largest privately owned advisory firm. the support of a fully qualified team of client service and paraplanning professionals. the opportunity to liaise with clients, and add value...

Client Services Officer (CSO) New

Donmont Capital Pty Ltd

Bundall, QLD

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

Client Services Executive New

Capital Recruit

Canberra, ACT

Become the friendly voice that clients know and trust, providing them with the information they need in a timely and professional manner. Facilitate scheduling and coordination of the financial planner's calendar to provide seamle...

Member Service Consultant- Flinders Street New

People's Choice Credit Union

Adelaide, SA

make it easy for our members to bank with us. build deep and meaningful relationships with our members. support our members to use our digital services. identify opportunities to promote our products and services. reach out and pa...

Client Services Officer (CSO) - Life Insurance New

Mad About Life - Risk Advice

Paradise Point, QLD

Delivering exceptional customer service via phone, digital meetings, and email. Assisting the advice team with risk research, pre-assessments, and quoting. Managing the implementation & application process for all retail insurance...

Client Services Consultant

Atlamgroup

Prairiewood, NSW

LocationPrairiewood, NSW, AustraliaAt Cerebral Palsy Alliance, we value diversity, foster an inclusive culture and champion equitable opportunities. Join us and make a positive difference to the lives of people with disabilities,...

Client Services Consultant

Perpetual

Perth, WA

6 Month Max Term Contract role. Flexible working environment. Career growth opportunities. Ability to use phone system (training will be provided) and communicate with members via phone and email (using Outlook);. Must be familiar...

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...