Client Services jobs in Melbourne, VIC

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CLIENT SERVICE MANAGER - LEADING INDUSTRY FUND

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...

CompanyAtlamgroup
AddressMelbourne, VIC
CategoryAccounting & Finance
Job typeFull time, Permanent
Date Posted 2 months ago See detail

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...

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...

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...

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...

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...

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...

Client Service Representative

Cencora

Melbourne, VIC

Permanent

Process and monitor client bookings received via phone, EDI/IVRS and email, ensuring all information is collected and entered into the relevant ERP in a timely and accurate manner. Manage and resolve client issues and complaints i...

Client Services

Smaart Recruitment

Melbourne, VIC

$70,000 per year

Full-time permanent position. Attractive salary of $70,000 + Super. Convenient Melbourne CBD location. Monday-Friday working hours. Hybrid working model: 3 days in-office, 2 days WFH. Supportive training environment with opportuni...

Client Services Officer

Bayside Group

Melbourne, VIC

Permanent

Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Client Service (CS) team located in Melbourne and Sydney. Answer customer and stakeholder enquiries of a sim...

Client Services Officer

Bayside Group

Melbourne, VIC

Well known Government Organisation 12-month contract with a view to extend Close to Melbourne CBD area Under the direction of the Business Development Manager and Client Services Supervisor, assist with the operations of the Clie...

Client Services Manager

Wilson Group

Melbourne, VIC

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 Services Manager

Real Estate Career Developers

Melbourne, VIC

Salary Package up to $88,000. Fun team engagement activities. Support for emotional well-being. Career advancement opportunities. Birthday leave....

Client Services Officer

Alfred Health

Melbourne, VIC

Permanent opportunity. Part Time at 48 hrs per f/n. Grade 1 Administrator (HS1). Melbourne Sexual Health Centre, prime Carlton location. Great staff benefits!. Demonstrated successful face to face client/ patient/ customer service...

Client Services Coordinator / Administrator

Keymoves

Melbourne, VIC

$70,000 - $75,000 a year

Serve as the primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service. Manage client onboarding and engagements. Incorporate new entities for clients, handling ABN and TFN appl...

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

Fs Recruitment Solutions

Melbourne, 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...

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

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Attending client appointments / presentations with the Senior Financial Planner. Lodging application for a variety of financial planning products inc BT and Macquarie. Updating client information on Xplan and producing reports fro...

Client Service Associate - Mandarin Speaking

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Client on-boarding, including preparation of account documentation and creation of client records. Prepare client valuations, asset allocations and reporting. Assist in client asset t...

Client Service Associate (All-Rounder)

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Prepare client onboarding documents. Create client records. Prepare client valuations, asset allocations and valuations. Prioritise competing requests in a fast-paced environment. Esta...

Client Service Delivery Manager

Illion

Melbourne, VIC

Establishing and maintaining strong relationships with key client stakeholders. Understanding client needs and expectations to ensure Service Delivery aligns with their requirements. Facilitating effective communication and collab...

Account Manager – Administration / Client Services (Fashion)

Jerome Clothiers

Melbourne, VIC

$70,000 - $75,000 a year

Customer service excellence, primarily email and phone communication. Manage a growing portfolio of existing b2b accounts, ensuring maintenance and development of account relationships. Administration duties Order management, ba...

Client Services Officer - Great Opportunity

Engage Personnel

Melbourne, VIC

Experienced Client Services Officer required for a growing Accounting firm. The suitable candidate will possess strong organisational skills, having worked in an administrative capacity in the accounting sector. This is not your t...

Client Service Executive, Sports

The Nielsen Company

Melbourne, VIC

Day-to-day contact for a range of clients, responsible for maintaining client relationships with support from the broader Client Service team. Oversee the end-to-end project delivery for client projects (including kick-off through...

Client Services Manager - HomeCare

Bluecross

Melbourne, VIC

Providing expert advice on the variety of aged care home-based services provided by BlueCross that would best fit a potential clients needs and preferences. Advising potential clients on the range of BlueCross services to meet th...

Private 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 Partner - Financial Services

Globant Commerce Studio

Melbourne, VIC

Permanent

Research and source opportunities, identify decision-makers, turn prospects into leads, and execute new engagements. Develop leads and continue engagement with prospective leads. Call new potential prospects. Conduct regular compe...

Client Services - Accounting

Morrows

Southbank, VIC

A market leader in flexibility Work from home up to 3 days per week plus, flex your hours to suit your life work anytime between 7am and 7pm! Culture Morrows is an inclusive, supportive and gender balanced employer. Our cult...

Junior Client Services Coordinator (Entry Level)

Johnson Partners

Richmond, VIC

$51,000 - $56,000 a year

Our knowledgeable partners leading the way are Con, Claude and Theo, alongside Brendan for our JP Wealth Management team. You can find us located in the IndustryKey Responsibilities:Assist our admin team in various tasks includin...

Junior Client Services Coordinator (Entry Level)

Johnson Partners Pty Ltd

Richmond, VIC

Position: Junior Client Services Coordinator (Entry-Level)Employment Type: Full-TimeLocation: Richmond, VICWorking Hours: Monday to Friday, 8:30 AM - 5:00 PMAre you ready to kickstart your career in administration? No prior experi...

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...

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...