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Client Services Director jobs in Victoria

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CLIENT SERVICES OFFICER/ ASSOCIATE ADVISOR- $70-85,000 + SUPER

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...

CompanyFs Recruitment Solutions
AddressMalvern East, VIC
CategoryAccounting & Finance
Salary$70,000 - $85,000 a year
Job typeFull time
Date Posted just now See detail

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

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...

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Client Service Officer New

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...

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Client Services Administrator ? Financial Planning New

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...

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Financial Planning Client Services Officer New

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...

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Client Services Manager New

Prime Financial Group

Southbank, VIC

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

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Kindergarten Teacher and Service Director New

Kiewa Valley Kindergarten

Tangambalanga, VIC

Flexible hours available. No experience required for this role. Working rights required for this role. Expected start date for role: 13 May 2024....

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OSHC Director of Service Before & After School Care - Tarneit New

Big Childcare

Tarneit, VIC

$75,000 - $85,000 a year

We are looking for the best of the best to join our established team!. Full time - permanent opportunity for an OSHC Director of Service for Before & After School Care & Holiday Program. Salary starting at $75,000 per anum based o...

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OSHC Director of Service Before & After School Care - Clyde New

Big Childcare

Clyde North, VIC

$85,000 - $95,000 a year

We are looking for the best of the best to join our established team!. Full time - permanent opportunity for an OSHC Director of Service for Before & After School Care & Holiday Program. Salary starting at $85,000 per anum based o...

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Client Services Manager New

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...

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Client Services Administrator - East of the CBD New

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)....

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Senior Administrator / Client Services Officer New

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...

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Multiple - / client services / management New

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...

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Client Service Manager - Leading Industry Fund New

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....

18 hours ago seen See more...

Client Service Manager New

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...

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Client Service Manager - Leading Industry Fund New

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...

18 hours ago seen See more...

Executive Assistant / Client Service Coordinator New

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...

19 hours ago seen See more...

Executive Assistant / Client Service Coordinator New

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...

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Client Services Coordinator New

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...

21 hours ago seen See more...

Client Services Officer New

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...

22 hours ago seen See more...

Client Services Manager New

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...

24 hours 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...

24 hours ago seen See more...

Client Service Associate

Computershare Ltd

Abbotsford, VIC

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Manag...

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Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

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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...

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Client Services Representative - Maternity Leave Cover - VRH

Animal Referral Hospital

Dandenong, VIC

Greeting and assisting clients both in person and over the phone. Handling appointments, inquiries, and client communications. Managing client records and paperwork accurately. Assisting with administrative tasks to support the sm...

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Client Service Representative [Hourly]

Canadian Imperial Bank Of Commerce

Victoria

Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals. Problem solv...

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Senior Administrator/Client Services Manager

Lawson Delaney

Dandenong, VIC

Work in a growing sector & have a Career for life! WFH (2 days per week post probation). On-site gym. Friendly open door policy. Collation and recording of inbound/outbound documents, including ATO correspondence,Lodgement of do...

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Centre Director | Collingwood | Community based service New

Anzuk

Melbourne, VIC

Diploma in Children's Services. Working with Children Check. Current First Aid, Asthma, and Anaphylaxis certifications....

4 hours ago seen See more...

Acting Deputy Director of Clinical Services – Campus base negotiable New

East Wimmera Health Service

Victoria

East Wimmera Health Service acknowledges the Traditional Owners, the Dja Dja Wurrung peoples who are represented by the Dja Dja Wurrung Clans Aboriginal Corporation (Djaara) and the Wotjobaluk, Jaadwa, Jadawadjali, Wergaia and Jup...

21 hours ago seen See more...

Director corporate services

North Richmond Community Health

Richmond, VIC

Lead our corporate services while exemplifying our core values . Be part of a small but impactful Executive Team driving strategic and cultural change. Permanentfull-time role. Melbourne based plus hybrid working. A collabora...

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