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CLIENT SERVICES MANAGER

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

CompanyPrime Financial Group
AddressSouthbank, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 weeks ago See detail

Client Services Manager

Prime Financial Group

Southbank, VIC

Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently. Client Relationship Management: Proven track record of buildi...

2 weeks ago seen See more...

Client Service Officer

Journey Financial Group

Kirwan, QLD

Processing and implementing client business. Diary management. Liaising with clients / product providers. Providing support to the Financial Advice Team. Administration experience and/or employment within the Financial Planning in...

2 weeks ago seen See more...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

2 weeks ago seen See more...

Team Lead - Client Services

Fidelity International

Kingswood, SA

Responsibility for a team of people, with accountability for recruitment, 1:1 sessions, ongoing coaching, training planning and development of individuals across different levels to nurture and retain talent and create succession...

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Client Service Officer

Wealth Journey

Sydney, NSW

Display a high level of personal integrity and professionalism when representing Wealth Journey. Ensuring compliance with company policies, procedures and regulatory frameworks at all times. Communicating with clients to understan...

2 weeks ago seen See more...

Client Services Officer/Junior Paraplanner

Bentley

Brisbane, QLD

$60,000 - $75,000 a year

Comprehensive advice firm - be exposed to all areas of financial advice. Social office environment with a family feel. Work with senior financial advisers that are practiced at mentoring staff. Be trained in paraplanning and trans...

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Senior Client Services Officer

Consumer & Business Services Sa

Adelaide, SA

$66,590 - $70,968 a year

Effective in providing high-quality customer support in a considerate and timely manner via telephone, face to face, emails and other forms of communication. Able to efficiently handle large workloads with competing demands and pr...

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Client Services Officer

Australian Medical Association

Nedlands, WA

Handle initial prospect and existing client enquiries. Conduct any prospect follow-up phone calls to obtain further information. Working with our outsourced support team to:. Prepare information for client meetings (fact find/revi...

2 weeks ago seen See more...

Administration Assistant | Client Services Officer I Receptionist

Mw Recruitment

Toowoomba, QLD

$60,000 - $85,000 a year

12 months experience in administration in an accounting firm. Excellent attention to detail and care for the work you do. Great organisational skills. Experience with ATO and ASIC work. The desire for a long term career opportu...

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Client Service Manager - up to $100K package

Talent Wealth Pty Ltd

Brisbane, QLD

Be first point of contact for new and existing clients via telephone and email. Develop strong client and team relationships built on trust and mutual respect. Preparation of all documentation for client review meetings. Adherence...

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Client Services Manager

Bentley

Brisbane, QLD

$80,000 - $95,000 a year

Receive personalised ongoing training, development and mentorship. Work as part of a supportive and collaborative team. Regular social events. Career progression opportunities available. Predominantly work with HNW, wholesale cli...

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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...

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Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

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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 Service Officer

Atlamgroup

Parramatta, NSW

Client Service Officer | 3 Month Contract | $38.85 P/H inc. Super $35 p/h Super 3 Month Contract (potential to extend) Parramatta (Fully in office) About the Company This NSW Government agency is entrusted with ensuring that clien...

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Customer Service Specialist

Concentrix

Hobart, TAS

$25 - $26 an hour

Hourly rate of $25.31 - $26.18 + Super + Incentives. Operational Hours: National Service Delivery 7:00am 7:00pm (Monday Friday). Full-time and Part-time roles available PT roles must be available to attend a FT initial 4-wee...

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Senior Client Services Officer | Full-time Permanent

Atlamgroup

Canberra, ACT

$89,114 - $94,120 a year

Closes: 02 May 2024 Classification: Administrative Services Officer Class 5 Salary: $89,114 - $94,120 plus superannuation Position No: 64516 Directorate: ACT Long Service Leave Authority Advertised (Gazettal date): 18 April 2024 C...

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Customer Service Specialist

Concentrix

South Australia

$25 - $28 an hour

Hourly rate of $24.87 - $27.57 + Super + Incentives. Operational Hours: National Service Delivery 7:00am 7:00pm (Monday Friday). Full-time and Part-time roles available PT roles must be available to attend a FT initial 4-wee...

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Client Services Representative - 12 months

Challenger

Sydney, NSW

A fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path. Challenger offers excellent development and p...

2 weeks ago seen See more...

Client Service Officer

Sherrin Partners

Brisbane, QLD

Flexible working arrangements. Salary sacrifice. Study remuneration packages. Quarterly social activities. Desirable Brisbane CBD location. Work for a company that drives progress and success. Work with industry leading advisers....

2 weeks ago seen See more...

Client Services Officer

Plutuss

Brisbane, QLD

$65,000 - $75,000 a year

Honesty, Integrity, and Transparency. Accountability and Excellence. Collaboration and Teamwork. Compassion and Respect. A passion for client service that rivals a puppy's enthusiasm for treats. Communication skills so smooth,...

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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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Client Services Officer

People With Disability Australia

Surry Hills, NSW

2 full time positions on a 12-month contract with possible extension. Surry Hills, close to major transports subs and eateries. Generous above Award remuneration with NFP salary packaging. You enjoy being of service to people a...

2 weeks ago seen See more...

Client Services Officer (CSO)

Hudson Financial Planning

Milton, QLD

$65,000 - $80,000 a year

Benefit and learn from the experience of our professional team. Wide variety of clients across Australia that you will deal with on a day-to- day basis. Grow and develop with a company that is progressive and visionary. Onsite p...

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Client Service Manager | $75-85k package

R2 Group Pty Ltd

Robina, QLD

$75,000 - $85,000 a year

Gold Coast work close to home. Mature Financial Planning business. Xplan Skills highly valued. Client Centric advice focussed. Variety, mentoring and growth position. Learn from the best! Implementation of SOA's / ROA's. Prepare...

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Client Services Manager

Kollosche

Broadbeach, QLD

Preparing and managing Form 6's and contracts. Managing the administration and marketing of property campaigns. Liaising with suppliers and vendors. Managing prospect lists for lead agents. Executing the team business and marketin...

2 weeks ago seen See more...

Client Services Officer

Risk & Security Management

Brisbane, QLD

Utilising our in-house file management database to enter client instructions and invoices. Liaising with field agents via telephone and email to confirm status updates and resolve issues. Answering incoming phone calls.. Providin...

2 weeks ago seen See more...

Customer Service Specialist

Concentrix

Sydney, NSW

$25 - $26 an hour

Hourly rate of $25.31 - $26.18 + Super + Incentives. Operational Hours: National Service Delivery 7:00am 7:00pm (Monday Friday). Full-time and Part-time roles available PT roles must be available to attend a FT initial 4-wee...

2 weeks ago seen See more...

Client Services

Workspace365

Brisbane, QLD

Acting as a first point of contact for all tenants and their guests.. Creating and updating tenant information within our CRM. Building rapport and managing a relationships with businesses across a range of corporate backgrounds....

2 weeks ago seen See more...

Customer Service Specialist

St George Bank

Baulkham Hills, NSW

Permanent full time opportunity at St George Baulkham Hills. Availabilty to share Saturday roster is highly desired. Receive extensive training and access to online workshops to ensure your success....

2 weeks ago seen See more...

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