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Client Services jobs in Richmond, VIC

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CLIENT SERVICES - ACCOUNTING

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...

CompanyMorrows
AddressSouthbank, VIC
CategoryAccounting & Finance
Date Posted 3 weeks ago See detail

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...

3 weeks ago seen See more...

Part Time Client Service Manager

Fs Recruitment Solutions

Melbourne, VIC

Great Melbourne CBD location. Flexible Part Time hours. Vibrant and energetic culture. Supporting Advisers in managing client relationships. Liaising with clients and stakeholders. Prepare documents and reports for client review...

4 weeks ago seen See more...

Client Service Consultant - Private Wealth

Praemium

Melbourne, VIC

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

4 weeks ago seen See more...

Client Services Partner I Energy - Renewables

Talent Web Property

Melbourne, VIC

Perfect sized company for you to add genuine value - not too big, not too small! Very strong career growth as the company continues to grow very quickly. Support from across the business working with genuine industry experts....

4 weeks ago seen See more...

Operations Lead – Client And Training Services

Family Violence Support Jobs Victoria

Melbourne, VIC

Exciting opportunity to:Lead the coordination and delivery of Safe and Equals training offerings to a variety of audiences.Manage and support the Client Services team, ensuring the smooth delivery of training and excellent custom...

a week ago seen See more...

Client Service Officer

Insurance House Group

Melbourne, VIC

Reviewing and processing certificate of insurance applications. Reviewing domestic building contracts in line with insurance applications. Processing new business invoices, including amendments and cancellations. Responding to gen...

4 weeks ago seen See more...

Client Services Administrator- Financial Planning- Dream Job!!!

Launchtwo People

Melbourne, VIC

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

4 weeks ago seen See more...

Client Services Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

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 Manager

Viridian Advisory

Melbourne, VIC

Partnering with other Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service for our clients. Assist with the financial advice process from Fact Find to Implementation, including...

4 weeks ago seen See more...

Client Services Coordinator | North-West Location - Amazing Career Opportunity!

Engage Personnel

Melbourne, VIC

Ability to support to the wider accounting team in various administration tasks. Preparation of Financial & Tax Return packages and Corporate Secretarial management. Preparation of associated letters and invoices using various sof...

4 weeks ago seen See more...

Client Services Coordinator- Work From Home 3-4 Days Per Week

Hot Toast

Melbourne, VIC

Assist the Client Managers and CEO with various general administrative tasks. Manage office email correspondence, phone communication, and schedule meetings. Facilitate new client setup across various platforms including XPM, Karb...

4 weeks ago seen See more...

Client Services Officer

Advanced Personnel Management

Melbourne, VIC

Handle a mixture of inbound and outbound calls and confidentially capture caller data into our systems. Listen to the client, understand their enquiry and assist appropriately to deliver the best possible customer experience. Coll...

4 weeks ago seen See more...

Administrator (ASIC) / Client Services - Part time!

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

4 weeks ago seen See more...

Client Service and Reporting Administrator

Professional Risk Underwriting Pty Ltd

Melbourne, VIC

CLIENT SERVICE AND REPORTING ADMINISTRATOR CONSUMER AND MOTOR DIVISIONAbout the jobProRisk is seeking a Client Service and Reporting Administrator to join our rapidly growing Consumer Business. The role is responsible for analysin...

4 weeks ago seen See more...

Client Service Manager

Lawson Delaney

Melbourne, VIC

Role designed to manage interactions between the "external client" and the business. Work with internal operations teams for onboarding new business. Point of escalation for Investment Platform related queries and other Investment...

4 weeks ago seen See more...

Client Services / ASIC Administrator

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

4 weeks ago seen See more...

Corporate Client Services

Tal

Melbourne, VIC

Permanent

Confirm and coordinate set up and catering arrangements for upcoming events to ensure smooth execution. Greet and attend to clients, visitors, and staff promptly and professionally, whether at Reception or Concierge. Efficiently m...

4 weeks ago seen See more...

Senior Client Service Associate

Computershare

Melbourne, VIC

Permanent

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. Gener...

a month ago seen See more...

Client Services Coordinator | Fun, Supportive Team!

Engage Personnel

Melbourne, VIC

$65,000 - $80,000 a year

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Liaising with Clients, the ATO, and ASIC. Schedule client appointments and respond to client enquiries....

a month ago seen See more...

Client services coordinator team

Engage Personnel

Melbourne, VIC

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Walking distance from Public Transport and parking. High staff retention and long-term development. $65...

a month ago seen See more...

Client Services Coordinator | Corporate Accounting Firm

Engage Personnel

Melbourne, VIC

$50,000 - $75,000 a year

Scheduling annual work to meet clients needs. Preparation and maintenance of database/client records. Typing up of letters to clients. Filing electronic letters/documents. Organising appointments with clients. Preparing checkli...

a month ago seen See more...

Client Services Lead - NDIS

Jigsaw Blue

Melbourne, VIC

$70,000 - $80,000 a year

Review and assess referrals to align with Jigsaw Blue's services. Coordinate rostering and cost models for efficient service delivery. Develop and manage Proposal/SIL requests and Service Agreements. Facilitate transitions of new...

a month ago seen See more...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

a month ago seen See more...

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...

a month 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...

a month ago seen See more...

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...

a month 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...

a month 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...

a month ago seen See more...

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...

a month 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...

a month ago seen See more...

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