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Client Services Support jobs in Victoria

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CLIENT SERVICES OFFICER/ ASSOCIATE ADVISOR- $70-85,000 + SUPER

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...

CompanyFs Recruitment Solutions
AddressMalvern East, VIC
CategoryAccounting & Finance
Salary$70,000 - $85,000 a year
Job typeFull time
Date Posted 4 weeks ago See detail

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Client Support Officer

Family Violence Jobs

Warrnambool, VIC

Print Job Poster...

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Client Support Officer (Vpsg3)

Family Violence Support Jobs Victoria

Warrnambool, VIC

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...

4 weeks ago seen See more...

Client Support Officer

Family Violence Support Jobs Victoria

Warrnambool, VIC

$74,580 - $90,558 a year

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...

4 weeks ago seen See more...

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 Manager

Sinclair Wilson

Hamilton, VIC

A minimum of 5 years experience leading teams in the community services sector providing leadership, supervision, direction, support and management to our people and services. Tertiary qualifications in social work, social welfar...

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Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

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Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

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Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

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Service Support Officer

City Of Port Phillip

South Melbourne, VIC

Salary Range Band 3 $65,495 - $69,335 plus 11% Super. Permanent full-time position based at South Melbourne operations centre.. Hours of Work Monday - Friday 8.00am to 4.00pm. Lead customer request and work order processing acros...

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Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

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Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

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Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

4 weeks ago seen See more...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

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Executive Assistant / Client Service Coordinator

Atlamgroup

Melbourne, VIC

If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! You will be responsible for providing E...

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Client Support Officer

Uworkin

Warrnambool, VIC

Print Job Poster...

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Client Services Coordinator

Morgan Consulting

Melbourne, VIC

$80,000 - $100,000 a year

Serve as the main point of contact for clients, delivering exceptional service and support. Coordinate client meetings, appointments, and follow-up communications. Assist with ASIC and ATO compliance tasks, including document prep...

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Client Services Officer

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

4 weeks ago seen See more...

Client Support Officer (Vpsg3)

Family Violence Jobs

Horsham, VIC

Committed to providing high quality service delivery to clients? Able to communicate sensitively and effectively in complex and challenging situations? A high performing team player with a collaborative approach? Support the Hub M...

4 weeks ago seen See more...

Service Support Officer

City Of Port Phillip

Albert Park, VIC

Salary Range Band 3 $65,495 - $69,335 plus 11% Super. Permanent full-time position based at South Melbourne operations centre.. Hours of Work Monday - Friday 8.00am to 4.00pm. Lead customer request and work order processing acros...

4 weeks ago seen See more...

Client Services Manager

Maddern Financial Advisers P/L

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- Centr...

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Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

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...

4 weeks ago seen See more...

Client Service Associate

Computershare Ltd

Abbotsford, VIC

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Manag...

4 weeks ago seen See more...

Service Support Officer

City Of Port Phillip

South Melbourne, VIC

Salary Range Band 3 $65,495 - $69,335 plus 11% Super. Permanent full-time position based at South Melbourne operations centre.. Hours of Work Monday - Friday 8.00am to 4.00pm. Lead customer request and work order processing acros...

4 weeks ago seen See more...

Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

4 weeks ago seen See more...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

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...

4 weeks ago seen See more...

Client Services Representative - Maternity Leave Cover - VRH

Animal Referral Hospital

Dandenong, VIC

Greeting and assisting clients both in person and over the phone. Handling appointments, inquiries, and client communications. Managing client records and paperwork accurately. Assisting with administrative tasks to support the sm...

4 weeks ago seen See more...

Client Service Representative [Hourly]

Canadian Imperial Bank Of Commerce

Victoria

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...

4 weeks ago seen See more...

Senior Administrator/Client Services Manager

Lawson Delaney

Dandenong, VIC

Work in a growing sector & have a Career for life! WFH (2 days per week post probation). On-site gym. Friendly open door policy. Collation and recording of inbound/outbound documents, including ATO correspondence,Lodgement of do...

4 weeks ago seen See more...

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People who searched for Client Services Support jobs in Victoria also searched for Inbound Customer Service, Customer Service Assistant, Service Manager, Customer Service Specialist, Technical Support Manager, Service Officer, Building Services Manager, Software Support Engineer, Clinical Services Manager, Services Sales Executive, Customer Service Trainer, Individual Support Worker, Services Officer, Automotive Service Manager, Customer Service Expert, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Victoria

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