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Client Services Specialist jobs in Melbourne, VIC

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CLIENT SERVICES OFFICER (ENTRY LEVEL OR GRAD)

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...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$55,000 - $65,000 a year
Job typeFull time
Date Posted a month ago See detail

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...

a month 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...

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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...

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Customer Service Specialist

Atlamgroup

Melbourne, VIC

Posted: 17/04/2024 Closing Date: 10/05/2024 Job Type: Permanent - Full Time Location: Melbourne Airport Job Category: Customer Service AFS Logistics is one of Australia?s largest Independent Logistics Services Company?s. We have a...

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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...

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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)....

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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...

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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....

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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...

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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...

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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...

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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...

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Customer Service Specialist

Asia Vacation Group

Melbourne, VIC

Delivering an exceptional experience for all Tours customers, actively promoting Asia Vacation Group products with a view of retaining customers and increasing overall margin opportunities. Addressing customer feedback and resolve...

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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...

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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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Customer Service Specialist - Estate Settlement Services

Commonwealth Bank Of Australia

Melbourne, VIC

Provide a high level of empathy and emotional intelligence during interactions. Support internal colleagues and external customers with solutions to a wide range of complex banking enquiries and complaints. High problem-solving sk...

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Customer Service Specialist - Shannons

Atlamgroup

Melbourne, VIC

Back to search results Customer Service Specialist - Shannons Job No: 670813 Melbourne - Inner Suburbs & CBD Permanent Full Time Call Centre, Insurance Refer a friend Apply Are you passionate about cars or motorcycles paired with...

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Customer Service Specialist - Remote/Hybrid

Myintegra

Melbourne, VIC

Ongoing training and professional development opportunities Unparalleled career growth with opportunities at MyIntegra, our parent company APM or another of our partner brands Respond to customer enquires via phone, email, web ch...

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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...

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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...

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Customer Service Specialist – Estate Settlement Services

Commonwealth Bank Of Australia

Melbourne, VIC

Permanent

Provide a high level of empathy and emotional intelligence during interactions. Support internal colleagues and external customers with solutions to a wide range of complex banking enquiries and complaints. High problem-solving sk...

a month ago seen See more...

Customer Service Specialist - Metrix

Talent Right

Melbourne, VIC

$70,000-90,000 per year

Key role in daily operations. Thriving family-owned business with a vibrant team culture. Work in a newly constructed, custom facility. Handle incoming calls with excellence, ensuring a superior service experience for customers. F...

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Client Services Officer

Bayside Group

Melbourne, VIC

Permanent

Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Client Service (CS) team located in Melbourne and Sydney. Answer customer and stakeholder enquiries of a sim...

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Client Services Officer

Bayside Group

Melbourne, VIC

Well known Government Organisation 12-month contract with a view to extend Close to Melbourne CBD area Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Clie...

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Client Services Manager

Wilson Group

Melbourne, VIC

Career Opportunities: Client Services Manager (11412)Requisition ID11412-Posted09/04/2024-Australia-Operations Apply Save Job Email Job to Friend Return to List [Not translated in selected language] Apply Save Job Emai...

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Client Services Manager

Real Estate Career Developers

Melbourne, VIC

Salary Package up to $88,000. Fun team engagement activities. Support for emotional well-being. Career advancement opportunities. Birthday leave....

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Safety and Injury Service Specialist

Atlamgroup

Melbourne, VIC

About the OpportunityAs the Safety and Injury Services Specialist, you will play a key role in fostering a strong focus on care and HSE excellence within Serco Australian Defence Force Health Services Contract (AHSC). You will wor...

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Client Services Officer

Alfred Health

Melbourne, VIC

Permanent opportunity. Part Time at 48 hrs per f/n. Grade 1 Administrator (HS1). Melbourne Sexual Health Centre, prime Carlton location. Great staff benefits!. Demonstrated successful face to face client/ patient/ customer service...

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Collections and Customer Service Specialist

Moula

Melbourne, VIC

Deliver exceptional customer conversations. Perform all Collections and servicing tasks to the highest standards. Ensure that any customer disputes are handled professionally. Provide financial analysis and support to respond t...

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Client Services Coordinator / Administrator

Keymoves

Melbourne, VIC

$70,000 - $75,000 a year

Serve as the primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service. Manage client onboarding and engagements. Incorporate new entities for clients, handling ABN and TFN appl...

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People who searched for Client Services Specialist jobs in Melbourne, VIC also searched for Service Operations Manager, Customer Service Advisor, Manager Service, Customer Service Assistant, National Service Manager, Managed Services, Service Management Specialist, Senior Marketing Specialist, Health Services Manager, Senior Project Specialist, Manager Customer Service, Facilities Services Manager, Account Services, Customer Service Agent, Client Account Manager, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Melbourne, VIC

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