Client Services Specialist jobs in Victoria

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CLIENT SERVICES ADMINISTRATOR- FINANCIAL PLANNING- DREAM JOB!!!

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

CompanyLaunchtwo People
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted a week ago See detail

Client Services Administrator- Financial Planning- Dream Job!!!

Launchtwo People

Melbourne, VIC

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

Client Services Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

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...

Client Services Manager

Viridian Advisory

Melbourne, VIC

Partnering with other Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service for our clients. Assist with the financial advice process from Fact Find to Implementation, including...

Client Services Officer

Centrecare

Victoria

Manage multiple calendars for appointment bookings. Answer calls promptly and in a courteous manner. Attend to general enquiries and provide assistance, including referring to other branches or agencies. Work collaboratively as pa...

Customer Service Specialist

The Meat Barn

Warrnambool, VIC

Flexible hours available. 1 year of relevant work experience required for this role. Working rights required for this role....

Client Services Coordinator - multiple roles

St John Ambulance Vic

Somerville, VIC

You will be the first point of contact for clients, cares, care managers and referral organisations. Liaise with care coordinators and care managers from other orgnaisation in a professional manner. Coordinate services ensuring ne...

Client Services Coordinator | North-West Location - Amazing Career Opportunity!

Engage Personnel

Melbourne, VIC

Ability to support to the wider accounting team in various administration tasks. Preparation of Financial & Tax Return packages and Corporate Secretarial management. Preparation of associated letters and invoices using various sof...

Client Services Coordinator- Work From Home 3-4 Days Per Week

Hot Toast

Melbourne, VIC

Assist the Client Managers and CEO with various general administrative tasks. Manage office email correspondence, phone communication, and schedule meetings. Facilitate new client setup across various platforms including XPM, Karb...

Health Services and Local Area Marketing Specialist

Gmhba

Geelong, VIC

A degree qualification in Marketing or related discipline. 5 years+ experience within a marketing function. Experience in developing and executing effective advertising campaigns. Strong experience in, and understanding of, tradit...

Client Services Officer

Advanced Personnel Management

Melbourne, VIC

Handle a mixture of inbound and outbound calls and confidentially capture caller data into our systems. Listen to the client, understand their enquiry and assist appropriately to deliver the best possible customer experience. Coll...

Customer Service Specialist

Concentrix

Melbourne, VIC

Hourly rate of $25.31 - $26.18 + Super + Incentives. Operational Hours: National Service Delivery 7:00am 7:00pm (Monday Friday). Various Part Time roles available from a minimum 24 hour contract Part Time roles must be avail...

Customer Services Specialist

Colonial First State

Hawthorn, VIC

Be the primary point of contact, delivering exceptional customer service and empathy to inbound calls from our customers addressing enquiries about superannuation, investments, and pensions. Simplify intricate information for our...

Customer Service Specialist

Better Health Network

Prahran, VIC

Promptly respond to client enquiries. Manage client appointments and referrals. Maintain accurate client records. Handle financial responsibilities. Assist in office and site management. Administrative and Customer Service experie...

Customer Service Specialist

Iccons

Dandenong, VIC

Proven experience in Customer Service, with a track record of achieving and exceeding sales targets. Highly efficient in Microsoft excel. SAP experience preferred. IT experience preferred. Strong professional drive and sense of ur...

Customer Service Specialist

Maid To Clean

Melbourne, VIC

Permanent full-time role. Hybrid working arrangement - Work 2 days in our Thornbury office and 3 days at home (after 6-8 week training period). Fast paced, dynamic working environment. Promptly acknowledge and action incoming requ...

Customer Service Specialist

Balco Brands Ltd

Bayswater, VIC

Technical customer support by phone, email or chat. Recording consumer data into Zendesk. Creating FAQ's and help files to our online customer support. Management of daily web and warranty orders. Inventory management and communic...

Administrator (ASIC) / Client Services - Part time!

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

Strategem

Bendigo, VIC

Is motivated by being challenged and driven to exceed expectations. Is passionate about people and goes above and beyond to provide a good client experience. Possesses initiative and the ability to work flexibly within a team. Is...

Service Desk Specialist

Kangan Institute

Essendon, VIC

Bachelor's degree in a relevant field or lesser degree with extensive experience. Working knowledge of ICT ticketing systems. Understanding of SLAs. Accountable for one's work from start to finish. Flexible but methodical and thor...

Service Desk Specialist

Bendigo Kangan Institute

Essendon, VIC

Bachelor's degree in a relevant field or lesser degree with extensive experience. Working knowledge of ICT ticketing systems. Understanding of SLAs. Accountable for one's work from start to finish. Flexible but methodical and thor...

Client Care Assessment Specialist - IAP

Haven; Home, Safe

Mildura, VIC

Make a meaningful impact on individuals' lives. Full-Time, Fixed-Term until 30 June 2025. Mildura Location. As a first point of entry for clients, ensure a positive, welcoming, safe and friendly interaction. Undertake crisis inte...

Clinical Nurse Consultant - Specialisted Support Services

Grampians Health Horsham & Dimboola

Ballarat, VIC

Provide specialist and holistic care to clients and their carers living in the community in relation to their:. mild cognitive impairment (MCI). dementia. other cognitive changes impacting function. chronic and complex needs. Act...

Client Service Representative [Hourly]

Canadian Imperial Bank Of Commerce

Shelbourne, VIC

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...

Client Service and Reporting Administrator

Professional Risk Underwriting Pty Ltd

Melbourne, VIC

CLIENT SERVICE AND REPORTING ADMINISTRATOR CONSUMER AND MOTOR DIVISIONAbout the jobProRisk is seeking a Client Service and Reporting Administrator to join our rapidly growing Consumer Business. The role is responsible for analysin...

Client Service Manager

Lawson Delaney

Melbourne, VIC

Role designed to manage interactions between the "external client" and the business. Work with internal operations teams for onboarding new business. Point of escalation for Investment Platform related queries and other Investment...

VIC/TAS Hub Service Specialist

Arb

Kilsyth, VIC

Answering sales enquiries both by phone and via email from consumers, wholesale customers and automotive dealers. Preparing sales orders, quotes and proposals for retail, dealer and stockists' customers. Helping the team achieve t...

Client Services / ASIC Administrator

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...

Inflight Services Specialist

Jetstar

Melbourne, VIC

Permanent

Elevate our customer & crew experience onboardDrive projects and continuous improvement of our inflight offeringPermanent, full-time opportunity, based in MelbourneJetstar is alive with a sense of adventure. Your role will also al...

Inflight Services Specialist

Qantas

Melbourne, VIC

Permanent

Elevate our customer & crew experience onboardDrive projects and continuous improvement of our inflight offeringPermanent, full-time opportunity, based in MelbourneJetstar is alive with a sense of adventure. Your role will also al...

Corporate Client Services

Tal

Melbourne, VIC

Permanent

Confirm and coordinate set up and catering arrangements for upcoming events to ensure smooth execution. Greet and attend to clients, visitors, and staff promptly and professionally, whether at Reception or Concierge. Efficiently m...