Client Services Specialist jobs in Wollongong, NSW

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CLIENT SERVICE OFFICER - WEALTH ADVISING/FINANCIAL PLANNING

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

CompanyHlb Mann Judd
AddressWollongong, NSW
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 weeks ago See detail

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

Client Services Officer

Advice2Talent

Wollongong, NSW

Schedule client meetings with Advisers, coordinating availability and preferences. Liaise with clients to gather necessary information and documentation for their SMSFs. Assist in the implementation process, ensuring all paperwork...

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

Manager -Psychological and Specialist Services - Wollongong or Orange location

Department Of Communities And Justice

Wollongong, NSW

$139,787 - $169,663 a year

manage a team of multidisciplinary clinicians and you will be responsible for providing leadership, direction and support to the team to ensure timely, high quality therapeutic services are provided to support DCJ clients.. Ensur...

Staff Specialists in Psychiatry - Virtual Mental Health Service

Medicaljobsaustralia

Wollongong, NSW

$186,241 - $251,618 a year

Specialist registration or eligible for specialist registration as a Medical Practitioner with the Australian Health Practitioner Regulation Agency (AHPRA). Fellowship of the Royal Australian and. Evidence of continuing medical ed...

Client Services Officer | Figtree

Estia Health

Figtree, NSW

Brings a friendly customer service to everyone whether in person, on the phone or over email. Keeps on top of paperwork record keeping, filing, etc. Enjoys showcases our home to future residents and their families. Has a trac...

Specialist Administrative Officer - Reception Services

Catholic Education Diocese Of Wollongong

Wollongong, NSW

Permanent

Model Catholic values by providing a welcoming, cooperative and accessible service for Catholic Education in the Diocese of Wollongong. Position requires a sophisticated understanding and commitment to the mission of Catholic Educ...

Client Service Offices - Estate Management

Nsw Trustee And Guardian

Wollongong, NSW

$79,032 - $86,539 a year

NSW Trustee and Guardian are recruiting now to establish a talent pool to fill future ongoing and temporary vacancies within the Estate Management division over the next 18 months. Location:Regional, Rural and Metro NSW.Flexible...

Customer Service Specialist

Great Southern Bank

Shellharbour, NSW

Based in our Shellharbour branch, you will provide support and serve the local community as the first point of contact for our customers and their retail banking needs.This sales role is so much more than processing over the count...

Hotel Services Specialist

Uniting Nsw & Act

Shellharbour, NSW

Influence and oversee the delivery of catering, cleaning, and laundry services. Provide expert advice on budget planning and strategy development. Contribute to the enhancement of in-house dining services to elevate client experie...