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Client Services Director jobs in Melbourne, VIC

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NATIONAL DIRECTOR, CLIENT SERVICES

Key people leadership opportunity focused on relationships and service. Sydney or Melbourne based role, with hybrid work model available. 12 month parental leave cover. Maintaining a highly engaged team of professionals with a hig...

CompanyWestpac
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted a month ago See detail

National Director, Client Services

Westpac

Melbourne, VIC

Key people leadership opportunity focused on relationships and service. Sydney or Melbourne based role, with hybrid work model available. 12 month parental leave cover. Maintaining a highly engaged team of professionals with a hig...

a month ago seen See more...

National Director, Client Services

Westpac Bank

Melbourne, VIC

From professionals, entrepreneurs and business owners, Family offices and global citizens, you will have an array of solutions internally thats available to help your clients build on their wealth and lending. What do I need?As a...

a month ago seen See more...

National Director, Client Services

Westpac

Melbourne, VIC

Permanent

Key people leadership opportunity focused on relationships and service. Sydney or Melbourne based role, with hybrid work model available. 12 month parental leave cover. Maintaining a highly engaged team of professionals with a hig...

a month ago seen See more...

Client Services Coordinator | Fun, Supportive Team!

Engage Personnel

Melbourne, VIC

$65,000 - $80,000 a year

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Liaising with Clients, the ATO, and ASIC. Schedule client appointments and respond to client enquiries....

3 days ago seen See more...

Client services coordinator team

Engage Personnel

Melbourne, VIC

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Walking distance from Public Transport and parking. High staff retention and long-term development. $65...

3 days ago seen See more...

Client Services Coordinator | Corporate Accounting Firm

Engage Personnel

Melbourne, VIC

$50,000 - $75,000 a year

Scheduling annual work to meet clients needs. Preparation and maintenance of database/client records. Typing up of letters to clients. Filing electronic letters/documents. Organising appointments with clients. Preparing checkli...

3 days 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...

6 days 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...

7 days 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...

7 days 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...

7 days 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...

7 days 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...

7 days 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...

7 days 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...

7 days 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...

7 days 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...

a week 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)....

a week 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...

a week 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....

a week 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...

a week 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...

a week 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...

a week 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...

a week 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...

a week 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...

a week ago seen See more...

Junior Client Services Coordinator (Entry Level)

Johnson Partners

Richmond, VIC

$51,000 - $56,000 a year

Our knowledgeable partners leading the way are Con, Claude and Theo, alongside Brendan for our JP Wealth Management team. You can find us located in the IndustryKey Responsibilities:Assist our admin team in various tasks includin...

3 days ago seen See more...

Junior Client Services Coordinator (Entry Level)

Johnson Partners Pty Ltd

Richmond, VIC

Position: Junior Client Services Coordinator (Entry-Level)Employment Type: Full-TimeLocation: Richmond, VICWorking Hours: Monday to Friday, 8:30 AM - 5:00 PMAre you ready to kickstart your career in administration? No prior experi...

3 days ago seen See more...

Client Service Representative

Cencora

Melbourne, VIC

Permanent

Process and monitor client bookings received via phone, EDI/IVRS and email, ensuring all information is collected and entered into the relevant ERP in a timely and accurate manner. Manage and resolve client issues and complaints i...

2 weeks ago seen See more...

Client Services

Smaart Recruitment

Melbourne, VIC

$70,000 per year

Full-time permanent position. Attractive salary of $70,000 + Super. Convenient Melbourne CBD location. Monday-Friday working hours. Hybrid working model: 3 days in-office, 2 days WFH. Supportive training environment with opportuni...

2 weeks ago seen See more...

Client Executive, Healthcare, Aged Care & Community Services

Aon Corporation

Melbourne, VIC

Join a leading, global organization with long-term career opportunities. Gain experience working with experienced brokers on Australian accounts with a global reach. Full time permanent opportunity based in Melbourne. Management o...

7 days ago seen See more...

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Top Jobs in Melbourne, VIC

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