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CLIENT SERVICES OFFICER (FINANCIAL PLANNING)

Coordinate and participate in client meetings and appointments (both face-to-face and via video conference). Support Financial Advisers in crafting financial plans and generating reports for clients. Maintain and manage client dat...

CompanyAccountinghq
AddressMoonee Ponds, VIC
CategoryAccounting & Finance
Date Posted 2 days ago See detail

Client Services Officer (Financial Planning)

Accountinghq

Moonee Ponds, VIC

Coordinate and participate in client meetings and appointments (both face-to-face and via video conference). Support Financial Advisers in crafting financial plans and generating reports for clients. Maintain and manage client dat...

Customer Service Officer New

Northline

Kensington, SA

Taking inbound customer calls. Updating customers and teammates on freight queries via in and outbound calls. Assist with customer queries by contacting the appropriate team. Respond to email enquires as allocated. Communicate del...

Settlements and Financial Services Support Officer

Tynan Motors

Sutherland, NSW

Preparation and Settlement of customer finance contracts. Creation of warranties, aftermarket invoices, and purchase orders. Paying out loans on vehicle trades ins. Electronic filing and scanning of customer agreements and finance...

ASO3 - Business & Financial Services Officer

Department For Education Sa

Adelaide, SA

Manage accounts receivable and IES debtors, including debt resolution and accurate record-keeping. Develop and maintain management reporting systems to support debt recovery and financial processes. Provide exceptional customer se...

ASO3 - Business & Financial Services Officer

Government Of South Australia

Adelaide, SA

$66,590-70,968 per year

Manage accounts receivable and IES debtors, including debt resolution and accurate record-keeping. Develop and maintain management reporting systems to support debt recovery and financial processes. Provide exceptional customer se...

Customer Service/Hardship/Collections Officer | Gold Coast | Financial Services

Sb Recruitment

Gold Coast, QLD

Performance-based incentives. Comprehensive training and ongoing professional development. Supportive and collaborative team environment. Opportunities for career growth within the company. Convenient Bundall location with modern...

Customer Service/Hardship/Collections Officer | Gold Coast | Financial Services

Sb Recruitment

Bundall, QLD

Performance-based incentives. Comprehensive training and ongoing professional development. Supportive and collaborative team environment. Opportunities for career growth within the company. Convenient Bundall location with modern...

Client Services Officer - Part Time - Richmond - Financial Planning

Fs Recruitment Solutions

Richmond, VIC

Delivering exceptional client service through prompt and accurate responses to enquiries. Preparation of regular Portfolio Review packs and compliance documents for clients these are pre prepared and require compiling. A knowled...

Chief Financial Officer and Executive Corporate Services (As per advertisement)

Victorian Government

Bairnsdale, VIC

Outstanding career opportunity East Gippsland's leading healthcare provider Fabulous regional and lifestyle location Relevant bachelor degree and post graduate qualifications CA or CPA. Minimum 5 years' post-graduate experience...

Chief Financial Officer / Senior Manager, Shared Services

Royal Greenhill Institute Of Technology

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...

Housing Services Officer New

Department Of Communities Wa

Fremantle, WA

A current resume/CV. A two (2) page written application addressing all the Work Related Requirements (Selection Criteria) as stated on the JDF. A copy of all qualification/s (regardless of the relevance to the role) as specified i...

Housing Services Officer New

Branch : South Metropolitan Region

Fremantle, WA

133 677. 1300 555 727. 0423 677 ***. Application Form. Information for Applicants. JDF. Housing Services Officer (HSO). L3.docxYou can view and print these PDF attachments by downloading Adobe Reader. PSCSAA 2022. Part Time, Perma...

Administration & Customer Service Officer New

Tequa

Sale, VIC

SERVICE & MAINTENANCE - Assisting with job creation and scheduling, paperwork, team scheduling, client liaison and timesheet coding as required. CUSTOMER SERVICE - Greeting all visitors, answering, and directing incoming calls, re...

Client Service Officer New

Audika

Morley, WA

Location: Audika Morley Clinic Permanent Full-time. Work Schedule:Week 1 & 3: Mon, Tues, Wed, Fri & Sat 9:00am - 5:00pmThurs - 11:00am to 7:00pmWeek 2 & 4: Tues to Sat - 9:00am to 5:00pm Book and confirm appointments for clients...

Cultural Services Officer - Casual New

South Gippsland Shire Council

Korumburra, VIC

Hourly rate from $43.45. Casual position including weekends, public holidays and school holidays. Based at Coal Creek Community Park & Museum. Qualification in Administration or similar, and/or relevant experience. Demonstrated ex...

Retail Customer Service Officer New

Australia Post

Fremantle, WA

Permanent part-time position on offer. Monday Friday | 12:00pm 17:00pm. $26.42 increases $28.24 after 12 weeks + 12% superannuation. Must travel on occasions between the following suburbs: Fremantle, Kwinana & Bibra Lake. Pos...

Horsham Casual Customer Service Officer New

Hearing Australia

Horsham, VIC

You'll greet clients, and attend to all counter and telephone enquiries. Working at reception, you'll undertake general administration duties, including booking client appointments, processing claims and payments, data entry and m...

Client Service Officer - Audika Morley New

Audika

Morley, WA

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage rene...

Administration & Customer Service Officer New

Cleanaway

Hervey Bay, QLD

Proactively respond to internal and external customer queries via phone, web, and email. Manage customer complaints to resolution, following set procedures. Maintain our CRM Database of customer information. Work with our customer...

Centre Director | Exceeding Service | Officer New

Anzuk

Officer, VIC

2 years of experience as a Director. Thorough understanding on compliance and implementation of child safety procedures within Early Childhood. Bachelor of Early Childhood or Diploma of Children Services. First Aid, Anaphylaxis a...

Corporate Services Officer - Far North Queensland Region New

Department Of Education Qld

Cairns, QLD

Undertake day to day activities across the administrative, financial, human resources and facilities functions (ie. travel bookings, purchasing, maintenance requests, asset management). Provide support and information to external...

Chief Financial Officer New

C3 Talent

Albion, QLD

An initial review of other processes, practices including commercial and operational procedures to then embark upon a program of automation and process improvement initiatives;. Undertaking a detailed analysis of operations to mit...

Digital Business Analyst (Financial Services Payments Cards) New

Anson Mccade

Sydney, NSW

Extensive experience of operating as a functional Senior Business Analyst in an Agile environment. Experience of delivering an end-to-end payments platform implementation ideally with a major bank or lender. Obtaining a comprehens...

Customer Service Officer - Dandenong New

Jj's Waste & Recycling

Dandenong, VIC

Stable & Essential Industry | Work/Life Balance | Onsite Parking. Amazing team | Attractive Remuneration | Dandenong South Location. Monday to Friday | 8am to 5pm | Progression | Development | Training. Job Security | Full-time...

Customer Service Officer New

Westpac Bank

Armidale, NSW

Join a supportive team in our St Geroge Armidale branch. Max term, part time role - 20 hours per weekuntil 05/06/2025. Customer service role working with the local community....

Client Service Officer New

Momentum Planning

North Perth, WA

Vibrant North Perth Location with free parking. Diversify your skillset with a holistic advice model. Supportive team environment. Part-time or Full-time / Flexible Hours. Implementation of plans for clients (opening super account...

Customer Service Officer New

Hays Recruitment

Mudgee, NSW

Delivering a high level of Customer Service in branch by understanding customers individual needs and delivering tailored solutions. Providing information and assistance on all financial service products including wealth, insuran...

Customer Service Officer New

Tlh Recruitment

Redbank, QLD

HUGE opportunity to join a reputable Automotive powerhouse! Leading provider of vehicle parts and accessories (ASX Listed). Work-life balance, Monday to Friday. Brand-new accessible state of the art warehouse facility (Redbank). T...

FIFO Emergency Services Officers New

Marlu Resources Group Pty Ltd

Perth, WA

Emergency Services Officers & Paramedic roles are available for various rosters including: 8:6 Days only, 8:6, 7:7 alternating, 2:2 Days only. Deployment commencing June, July, August. Roy Hill, Atlas Iron and BHP inductions are h...

Customer Service Officer - Stafford New

Owner Managed Branches

Stafford, QLD

Join the BOQ team: Owner Managed Branch Stafford Location. Exciting Career Opportunity. Join ASX 100 Finance Leader. Previous Customer Service experience, preferably from the banking industry. Experience in sales and cross selli...