Client Services Specialist jobs

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CLIENT SERVICE ADMINISTRATOR

Data Entry (tax returns and data for financial statements). Preparation and follow up of correspondence on behalf of accountants. Liaising with ATO -lodging of documents, drafting correspondence and other duties as required. Liai...

CompanyBentley
AddressQueensland
CategoryAccounting & Finance
Salary$75,000 - $75,000 a year
Job typePermanent
Date Posted 2 weeks ago See detail

Client Service Administrator

Bentley

Queensland

$75,000 - $75,000 a year

Data Entry (tax returns and data for financial statements). Preparation and follow up of correspondence on behalf of accountants. Liaising with ATO -lodging of documents, drafting correspondence and other duties as required. Liai...

Client Services Administrator

Matthews Steer Accountants & Advisors

Essendon, VIC

Are you a confident individual with a curious mind, and have problem solving skills? Are you best friends with technology and can use it to your best advantage? Do you have strong project management skills? Do you have a keen...

Client Services Coordinator

Affinity Accounting And Advisory

Newcastle, NSW

$75,000 - $85,000 a year

2+ years administrative experience within an accounting firm. Knowledge of ATO and ASIC requirements. Proficient with Microsoft Office. Experience in use of ATOmate, NowInfinity and Xero software highly regarded. Well presented wi...

Client Services Applications and Desktop Support Officer

Hia

Perth, WA

Work for a leading National Association. Professional, supportive team environment. Permanent Full-Time role. Provide first/second level helpdesk support to HIA staff and Members, by introducing HIA applications. Record and track...

Intake Social Worker - Client Services

Caxton Legal Centre

Brisbane, QLD

$78,969 - $78,969 a year

Membership of the Australian Association of Social Workers, or eligible for membership;. Previous experience and success in a fast paced client focused role;. Outstanding interpersonal skills, including an ability to communicate w...

Client Services Coordinator

Australian Institute Of Sport

Canberra, ACT

$67,013 - $79,723 + up to 15.4% superannuation - ASC Grade 3. Canberra. Ongoing Full Time. The coordination and provision of site facilities and services to ensure the effective delivery of events, high performance sports camps an...

Client Support Specialist - Major Accounts

Novum Global

Sydney, NSW

Permanent

Deliver outstanding support to national clients regarding national and international products through phone and email. Conduct detailed research and liaise with internal teams and external authorities to ensure accurate and timely...

Specialist - Client Delivery Consultant, Calypso, FinTech

Nasdaq

Sydney, NSW

Permanent

We see technology as a means to free people up to work together more productively and effectively by centralizing data, analytics, and market intelligence.Here, were committed to building a more diverse and inclusive workforce. N...

Client Services Coordinator | Rostering Coordinator

Interact Australia

Launceston, TAS

$65,000 - $75,000 a year

Competitive remuneration and conditions, including penalty rates, kilometers reimbursement while on shift and a broken shift allowance. Not-for-profit salary packaging for $15,800 per year for general bills and expenses, plus an a...

Client Services Coordinator (Greek-Speaker)

Inhome Care Sa

Mile End, SA

Ability to speak fluent Greek. Health-related background/qualifications (advantageous). Excellent verbal and written communication skills. Empathy and respect for older people. A demonstrated ability to work with consumers to dev...

Client Services Manager

Right At Home Gold Coast

Bundall, QLD

$75,000 - $80,000 a year

Flexible hours available. 2-3 years of relevant work experience required for this role. Working rights required for this role. Expected salary: $75,000 - $80,000 per year....

Team Leader Client Services

Dementia Australia

Winnellie, NT

Leading managing and supporting the client service team to ensure a coordinated and consistent approach to service delivery of the programs across relevant locations. Providing leadership of services to people impacted by dementia...

Private Client Services Associate - 4+ PQE

Piper Alderman Lawyers

Adelaide, SA

4+ years post admission legal experience. Confidence and expertise in advising upon and development of estate and succession plans for individuals and businesses. Experience in preparing advice, interpretation and drafting of will...

Client Service & Collections Manager

Sb Recruitment

Sydney, NSW

Part of a well-established, reputable brand. Competitive salary, bonus, and income protection. Options for novated car leasing. Reward and recognition programs. Flexible, hybrid working model. Additional annual leave days. Extende...

Client Services / Operations Associate

Iinvest Trading And Advisory

Burleigh Heads, QLD

$28 - $32 an hour

Administering the onboarding of new client accounts and ensuring client information is accurately and compliantly recorded. Assist Advisors in preparing, submitting and maintaining relevant paperwork and compliance documents, in l...

Client Services Manager

Maddern Financial Advisers

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- Centra...

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...

Senior Client Service Coordinator

Caveo Partners

Adelaide, SA

With over 35 years' experience, our leadership and advice teams' expertise span a wide range of areas including Financial Planning, Accounting, Tax, Digital Management Accounting, Finance Advice, Business Advice, Superannuation, I...

Client Services Manager

Scope Advisory

West Perth, WA

$75,000 - $85,000 a year

End to end administration support for the advice team. Preparation of implementation documents. The implementation of advice, including application forms and quality checks. Liaising with product providers. Maintaining client reco...

Client Services Manager

Younity

Australia

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...

Client Service Manager - Implementation

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $90,000 a year

New Business Applications: Superannuation, Pension and Investment application including investment of clients' funds. Process additional investments and withdrawals as requested by clients and advisers. Processing Life, TPD, Incom...

Client Service Officer (Finance Graduates Welcome)

Pivot Wealth Pty Ltd

Sydney, NSW

$60,000 - $70,000 a year

Seeking a company that will offer genuine career progression opportunities? Suffering w. internal politics & minimal flexibility? Not appreciated or well rewarded for your hard work? Be the main point of contact for clients in the...

Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

Client Service Manager

Clarity Partners

Perth, WA

Assist in all levels of administrative support. Become an integral member of the Client Services team to assist in delivering solutions for advisers. Opportunity to take ownership of the position and be a solutions focused individ...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 - $75,000 a year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

Client Services Manager | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a large sized Financial Planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southernsuburbs in the Gold Coast. This role will require in...

Senior Client Services Officer | Full-time Permanent

Act Long Service Leave Authority

Canberra, ACT

$89,114 - $94,120 a year

Our activities are determined by the Long Service Leave (Portable Schemes) Act 2009, and we are governed by a Board of Directors appointed under the legislation. We display these values in everything we do, to deliver quality cust...

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

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...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...