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FINANCIAL PLANNING CLIENT SERVICES OFFICER

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...

CompanyBob Reus & Co
AddressEngadine, NSW
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 months ago See detail

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...

Client Services Officer | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

2 months ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

2 months 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 months 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...

2 months ago seen See more...

Customer Service Officer | Financial Services | Hybrid Work Model

Sb Recruitment

Sydney, 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...

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...

Client Service Specialist | Financial Planning

The Turner Group Recruitment Consultants

Brisbane, QLD

Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...

2 months ago seen See more...

Client Service Manager - Financial Planning

Candor Recruitment

Port Macquarie, NSW

$70K - $80K + Super

Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Timely and accurate implementation of all advice documents. Undertake quality control checks of cl...

2 months 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...

2 months ago seen See more...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 – $75,000 per 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...

Customer Service Officer | Financial Services | Hybrid Work Model

Sb Recruitment Pty Ltd

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...

Fraud & Financial Crime - Service Owner

Amp Services

Sydney, NSW

competitive base plus 12% super

Fraud and Financial Crime Platform Ownership:. Adopts a platform owner and product manager role to define the technical design requirements and acceptance activity for fraud and Financial Crime features and capability, including c...

2 months ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

2 months ago seen See more...

Client Services Manager I Financial Services

Talent Connect Australia

Sydney, NSW

To provide excellent customer service ensuring clients are responded to promptly and accurately. Attend client meetings to reviewing their business activities, additional services and any further projects or initiatives. Maintains...

2 months 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...

2 months ago seen See more...

Financial Controller | Financial Services

Thompsoncook

Sydney, NSW

$230,000 - $230,000 a year

Private Equity Backed | CBD Location. Leading Financial Services Institution | Exciting Growth. $230k - $250k Package. Lead the Financial Control team of 4 and offshore team of 10. Responsible for the daily output of the Finance t...

2 months ago seen See more...

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