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CLIENT SERVICES OFFICE

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

CompanyDonmont Capital Pty Ltd
AddressBundall, QLD
CategoryAccounting & Finance
Salary$55,000 - $70,000 a year
Job typeFull time
Date Posted 2 weeks ago See detail

Client Services Office

Donmont Capital Pty Ltd

Bundall, QLD

$55,000 - $70,000 a year

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

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Client Service Manager

Godfrey Group Recruitment

Sydney, NSW

$75,000 - $85,000 a year

Provide seamless support to the advisers and manage the implementation of the advice. Answer general enquiries from clients, predominantly retirees. This will be in all forms, including in-person, by phone, or by email. Act as the...

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Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

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Client Services Manager

Wren Christou

Darwin, NT

Take ownership of monitoring, implementing, and reviewing approved operation policies and procedures. Take initiative to generate and action new ideas that add value to the business. Be able to adapt to and work effectively in a...

2 weeks ago seen See more...

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...

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Client Services Officer

Lawson Elliott Recruitment

Brisbane, QLD

$65,000 - $85,000 a year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

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Client Services Manager

Wilson Group

Perth, WA

You will be provide leadership and guidance to on-site staff and supervisors.As part of this role, you will be required to work standard business hours, with after hours on call availability, dependent upon operational requirement...

2 weeks ago seen See more...

Client service officer | CBD | $75-$85k+ Super

Advance Recruitment Partners

Brisbane, QLD

Work closely with a highly experienced team of advisers, paraplanners and support staff. Delivering exceptional Client service and relationship management to HNW client base. onboard new clients. Implementation of advice. Compl...

2 weeks ago seen See more...

Client Services Manager - $80k-90k+

Ivy Recruitment

Melbourne, VIC

$75,000 - $95,000 a year

3+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. industry relevant qualifications such as DFP, ADFP or Bachelor's Degree. advanced computer skills and IT literacy. ability to build str...

2 weeks ago seen See more...

Client Service Manager Up to 90K Base + Super

Randstad

Sydney, NSW

$75,000 - $90,000 a year

CBD Based. Accounting / Advice Group. In office presence required....

2 weeks ago seen See more...

Client Services Officer | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

2 weeks ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

2 weeks ago seen See more...

Customer Service Specialist

Apco Service Stations

Shepparton, VIC

Chas Cole Cellars Shepparton now hiring! Permanent part time opportunity. Actively sharing your passion for liquor products with our customers and confidently recommending products to customers which meet their needs;. Working as...

2 weeks ago seen See more...

CLIENT SERVICES COORDINATOR | BUNDALL | $80K + SUPER

Roc Consulting

Bundall, QLD

$65,000 - $90,000 a year

MODERN ACCOUNTING FIRM BASED IN BUNDALL. GENUINE OPPORTUNITIES TO PROGRESS. 100% CLOUD BASED AND GREAT OFFICE CULTURE. $80K + SUPER Lodging tax returns and BAS. ASIC Corporate compliance. SMSF administration. Client relationship m...

2 weeks ago seen See more...

Client Services Assistant - Newstead

Ozcare

New Farm, QLD

$26 - $26 an hour

$26.03 per hour. Part time (4 days per week). Assist with the preparation of meals by performing tasks allocated by the Cook (where applicable). Efficiently clean Dining Room, Kitchen and serving areas after meals, or when requir...

2 weeks ago seen See more...

Ref 1701/24 Client Services Assistant, Equity, Safety, and Wellbeing Services

Atlamgroup

Sydney, NSW

$87,412 - $93,061 a year

| Includes 17% Superannuation Western Sydney University Internal Applicants Only.To be eligible to apply for this position you must be employed by Western Sydney University on an ongoing, fixed term or casual basis at the time of...

2 weeks ago seen See more...

Client Services Assistant / Cleaning (Wollstonecraft) - (HAG2) FT - Tresillian

Tresillian

Wollstonecraft, NSW

Generous salary packaging up to $15,900 per FBT year and Meal & Entertainment on top of this amount utilising an additional $2,650 (as a Not- for-profit and registered Health Promotion Charity). Cover letter addressing the se...

2 weeks ago seen See more...

Client Services Manager

Spotless

Ryde, NSW

Delivers contractual and other business obligations. Achieve Key Performance Indicators and ensuring all service lines meet Quality Standards. This role is required to manage, motivate, and supervise the on-site facilities managem...

2 weeks ago seen See more...

Senior Property & Client Service Officer

Select Aust Sydney

Dubbo, NSW

$100,000 - $100,000 a year

Paying $550 + super per day Dubbo NSW Location Contract until 31st December 2024 About the Role Our client are a well established NSW Government body, established to ensure that Aboriginal and Torres Strait Islander people have ac...

2 weeks ago seen See more...

Senior Managing Consultant, Advisors Client Services, Business Experimentation (Business Analytics)

Mastercard

Sydney, NSW

Abide by Mastercard's security policies and practices;. Ensure the confidentiality and integrity of the information being accessed;. Report any suspected information security violation or breach, and. Complete all periodic mandato...

2 weeks ago seen See more...

Client Services Consultant

Perpetual

Perth, WA

6 Month Max Term Contract role. Flexible working environment. Career growth opportunities. Ability to use phone system (training will be provided) and communicate with members via phone and email (using Outlook);. Must be familiar...

2 weeks ago seen See more...

Advanced Field Services Specialist

Honeywell

Adelaide, SA

Responsible for delivery of Process Control Systems diagnostics and monitoring, and routine & remedial maintenance. Implementation of Control Systems projects, typically using Honeywell TPS and/or Experion controller and superviso...

2 weeks ago seen See more...

Advanced Field Services Specialist

Atlamgroup

Perth, WA

Innovate to solve the world's most important challenges Advanced Field Services Specialist Karratha, WA Start your career by making an impact and real connections with some of the most meaningful challe...

2 weeks ago seen See more...

Advanced Field Services Specialist

Honeywell

Brisbane, QLD

Responsible for delivery of Process Control Systems diagnostics and monitoring, and routine & remedial maintenance. Implementation of Control Systems projects, typically using Honeywell TPS and/or Experion controller and superviso...

2 weeks ago seen See more...

Receptionist/Client Service Officer

Harmony Hearing

Shenton Park, WA

$29 - $34 an hour

Book and confirm appointments for clients with our online scheduling software. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up existing clients to encourage rene...

2 weeks ago seen See more...

Client Service Officer

Audika

Murray Bridge, SA

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage rene...

2 weeks ago seen See more...

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