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CUSTOMER SERVICE - FINANCIAL SERVICES

Discuss their range of products through inbound and outbound calls as well as chat and social media platforms with new and existing customers. Manage customer enquiries in a timely and efficient manner. Provide retail banking serv...

CompanyRandstad
AddressSydney, NSW
CategoryAccounting & Finance
Date Posted 4 weeks ago See detail

Customer Service - Financial Services

Randstad

Sydney, NSW

Discuss their range of products through inbound and outbound calls as well as chat and social media platforms with new and existing customers. Manage customer enquiries in a timely and efficient manner. Provide retail banking serv...

4 weeks ago seen See more...

Lawyer Financial Rights (Identified First Nations Role)

Caxton Legal Centre

Brisbane, QLD

Classification: Level 4. Remuneration: $82,045 per annum plus super, a 35-hour (full-time) week, and attractive salary packaging options. Type: Full-time contract for 12 months or potential for part-time with a proportionate exten...

4 weeks ago seen See more...

Financial & Management Accountant (Financial Services)

Fitzgerald Jenkins Recruitment

Sydney, NSW

Expense Analysis & Reporting Budgeting, Forecasting, & Strategic insights. Financial Reporting & Regulatory Reporting responsibilities. Working closely with theBusiness on strengthening the lead metrics used to measure busines...

4 weeks ago seen See more...

Chief Financial Officer / Senior Manager, Shared Services

Hobart City Mission

Hobart, TAS

Permanent Full Time Position. 5 weeks annual leave. NFP salary packaging benefits (increase your net salary by legally reducing the tax you pay!). Option to work from home where the role allows. Paid Parental Leave available. Be a...

4 weeks ago seen See more...

Financial & Management Accountant (Financial Services)

Fitzgerald Jenkins Recruitment

Sydney, NSW

Expense Analysis & Reporting Budgeting, Forecasting, & Strategic insights. Financial Reporting & Regulatory Reporting responsibilities. Working closely with theBusiness on strengthening the lead metrics used to measure busines...

4 weeks ago seen See more...

Client Services Officer – Financial Planning

Nest Egg Solutions

Maroochydore, QLD

Exceptional customer service. Implementation of Advice with fund manager or superannuation providers. Attention to detail and time management skills. A good working knowledge of Word, excel etc. Must be well spoken (both written a...

4 weeks ago seen See more...

Customer Service Representative - Financial Services

Ias Recruitment

Newcastle, NSW

Provide outstanding Customer Service to members, addressing inquiries promptly via various channels. Assist members with transactions and educate them on superannuation products. Collaborate internally to resolve complex issues an...

4 weeks ago seen See more...

Customer Service Representative - Financial Services

Hays Recruitment

Scoresby, VIC

Providing excellent Customer Service and managing inbound calls and queries. Operating phone calls professionally, transferring calls where needed. Assisting in providing reporting to Management when required. Resolving customer i...

4 weeks ago seen See more...

Financial Accountant - Family Office Service (part-time)

Bdo

Perth, WA

$70.00-90.00 per hour

Preparation of statutory annual accounts and tax returns/reconciliations. Reconciliation of intercompany balances. Preparation of tax returns. Experience gained in Professional Services, Private Practice, or another Family Office....

4 weeks ago seen See more...

Client Services Officer (Financial Planning)

Adrians Private Wealth

Toowoomba, QLD

Prepare new client files and update existing files before and after meetings.. Following up clients on the signing/completion of advice and implementation documents including RoAs, SoAs, Fee Disclosure Statements, Execution Order...

a month ago seen See more...

Financial / business services manager

Molander Recruiting

Caringbah, NSW

Are you a Financial Reporting expert who wants to move into Business Services?! Ongoing training & development for their staff. Prestige firm in Sydney South. Small sized team with excellent working culture. Flexibility and work f...

a month ago seen See more...

Lawyer - Sexual Assault Legal Service WA

Women's Legal Service Wa Inc

Perth, WA

explaining the procedures and stages in the justice system,. ensuring thatclients are aware of their rights and entitlements,. advising and advocating victim-survivors interests. Support victim-survivors to manage intersecting...

a month ago seen See more...

Financial Markets Services Officer

Keegan Adams Recruitment

Sydney, NSW

Managing financial market transactions as well as settlements. Initiating the setup and settlement of securities within Exigo. Ensuring deadlines for all payments processing have been met. Ensuring FMS transactions have been accur...

a month ago seen See more...

Principal Finance Advisor - Financial Advisory Services

Queensland Government

Gold Coast, QLD

Provide specialist advice and intensive case management to schools and the region regarding complex financial management issues and opportunities to enable sustainable resource management and investment decisions. Take a lead role...

a month ago seen See more...

Senior Finance Advisor - Financial Advisory Services

Department Of Education Qld

Queensland

Provide advice and support to school staff regarding financial management, including but not limited to accounts payable and receivable, asset accounting, banking, budgeting and reporting, financial policy and delegations, financi...

a month 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...

a month ago seen See more...

Entry Level - Customer Service - Global Financial Markets Firm

Succession Recruitment

Sydney, NSW

Free breakfast and coffee every day. Day off for your birthday! Each year you work there, you get extra annual leave! Be part of the volunteer programme/Charity Committee! Discounted rates at various retail stores! Take out novate...

a month ago seen See more...

Customer Service Representative - Financial Services

Ias Recruitment

Melbourne, VIC

Provide outstanding Customer Service to members, addressing inquiries promptly via various channels. Assist members with transactions and educate them on superannuation products. Collaborate internally to resolve complex issues an...

a month ago seen See more...

Entry Level - Customer Service - Global Financial Markets Firm

Succession Recruitment

Sydney, NSW

Free breakfast and coffee every day. Day off for your birthday! Each year you work there, you get extra annual leave! Be part of the volunteer programme/Charity Committee! Discounted rates at various retail stores! Take out novate...

a month ago seen See more...

Client Services Officer - Financial Planning

Retire Me Young

Coolangatta, QLD

Must have 2 yrs + working in a Financial Planning firm in a similar role. Must have experience with super and insurance implementation. Would suit a paraplanner. Must have very strong Microsoft Excel skills. Must be fast paced and...

a month ago seen See more...

Senior Financial Analyst | Financial Services

Mars Recruitment

Sydney, NSW

Work closely with the leadership team to manage monthly management and board reporting. Utilise financial and non-financial data to deliver insights on variances to budgets and forecasts. Review financial results to ensure accurac...

a month ago seen See more...

Chief Financial Officer | Geospatial Services

Adaptive Resourcing

Perth, WA

Key words used to describe the culture include expertise, innovation, relationships, collaboration, passion, energy, empowerment, respect, and inclusion.Your role will be to drive strategy, manage business operations and help deve...

a month ago seen See more...

Principal Lawyer – Services

Justice Connect

Melbourne, VIC

Annual Package

Progressive leave entitlements. Flexible working arrangements with a minimum of 40% in the workplace attendance across the month. Paid study leave for approved programs. Access to EAP. New hire and ongoing learning and development...

a month ago seen See more...

Senior Financial Accountant - Professional Services

Richard Lloyd

Sydney, NSW

$110,000-140,000 per year

Maintaining the General Ledger for the Group. Preparing the consolidated reporting for the Group. Preparing financial statements. Assist with audit and preparing bi-annual reports. Immediately available. Professional qualified (CA...

a month ago seen See more...

Financial Controller | Financial Services

Mars Recruitment

Sydney, NSW

$180,000 - $200,000 a year

Prepare complex budgets and forecasts in a timely manner. Manage team deliverables regarding financial and statutory reporting. Deliver annual financial reports, management reports, and board reports. Oversee day-to-day financial...

2 months ago seen See more...

Customer Service Officer | Financial Services | Hybrid Work Model

Sb Recruitment

Macquarie Park, NSW

Receive inbound calls from customers regarding queries relating to new products & services, existing loans and general enquiries. Communicating with internal and external parties as appropriate to solve customer queries. Liaising...

2 months ago seen See more...

Business Lawyer | Upscale Full Service Law Firm | Sydney CBD

Gorilla Jobs

Sydney, NSW

General commercial law, Employment law, property law, general commercial matters, family law matters, insolvency, drafting commercial contracts, loans, contractor agreements, employment agreements, commercial agreements, IP Law, S...

2 months ago seen See more...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 - $75,000 a year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

2 months 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 months ago seen See more...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

2 months ago seen See more...

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