Full-time Client Service Advisor jobs

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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 just now See detail

Client Services Officer (Financial Planning) New

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...

Client Service Officer - Port Macquarie New

Audika

Port Macquarie, NSW

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...

Client Services Coordinator New

Minterellison

Varsity Lakes, QLD

We know that when we bring together diversity of thinking, skills, experience, gender identity, backgrounds and orientations, we get better results.Your RoleThis is an exciting opportunity to join our Gold Coast office on a perman...

Customer Service Advisor New

Westpac Bank

Chatswood, NSW

Join a supportive team in our St George Chatswood Branch Permanent full time position Customer service role working with the local community...

Client Services Officer New

University Of Melbourne

Parkville, VIC

Showcase your customer service skills in being the face of the Baillieu Librarys Reading Room. Assist with maintaining special collections items. Brilliant benefits and work environment!. Providing high-quality, and continuously...

Service Advisor New

K C Farm Equipment

Yatala, QLD

Greet customers and assess their service needs. Provide cost estimates and timelines for repairs. Schedule service appointments and maintain an organized service schedule. Coordinate with technicians to ensure timely completion of...

Client Services Officer New

Evolved Recruitment

Southport, QLD

Reception duties, operation of switch, voicemail services and mail. Calendar maintenance for senior staff. Stationery, amenity and supplier management. General Client Services and administration duties. ATO administration and...

Service Advisor New

Trucksmart

Beresfield, NSW

Complete paperwork and issue invoices in a timely manner. Serve our customer in a friendly, smiling manner and to listen to the customers carefully. You are the frontline of our service department. Ensure additional work during th...

Client Services Officer New

Advanced Personnel Management

Enfield, SA

Handle a mix of inbound and outbound calls to confidentially register the clients details. Listen to the client, understand their enquiry and assist appropriately to deliver the best possible customer experience. Use a range of s...

Client Services Representative New

Humm Group

Adelaide, SA

Helping the business operationally and engaging with our business partners. Customer-focused approach with a passion for delivering exceptional service and support. Responding to inbound calls/emails from current merchant partners...

Customer Service Advisor - Robina New

Concentrix

Gold Coast, QLD

$26.77 per hour + Super. Incentive payments of up to $480 per month. Permanent full time opportunities. Casual and permanent part time roles available if you can attend FT training for 4 weeks. Monday to Friday rotating roster of...

Client Service Coordinator - Disability services New

Golden Heart Services Pty Ltd

Hurlstone Park, NSW

Are you a compassionate and dedicated individual with a passion for supporting individuals with disabilities to live fulfilling and independent lives?. Are you equipped with robust leadership abilities and a proven track record i...

Client Service Administrator New

Chandler Macleod Group

Brisbane, QLD

Act as the first point of contact when responding to transcript requests and enquiries. Undertake the ordering and distribution of court transcripts, with high attention to detail. Comply with administrative and operational proces...

Service Advisor New

Black Automotive Group

Miles, QLD

Meeting guests. Taking enquires and service bookings. Writing up repair orders. Keeping guests up to date with vehicle progress. Organising courtesy cars. Estimating the cost and time needed to complete a job. Liaising with the Wo...

Permanent Full Time Client Advisor - Sydney Flagship Boutique

Bulgari

Sydney, NSW

You are a clienteling and sales expert. You are passionate about delivering an exceptional. You have experience within high end retail or luxury hospitality. You deliver a warm, empathetic, exceptional client experience with an en...

Client Service Representative - Victims Services

Nsw Department Of Justice

Sydney, NSW

Location Parramatta with access to hybrid working arrangements. Salary ranging from $70,694 pa to $76,857 pa + super and leave loading. Multiple Ongoing full-time and part-time positions available. Review the application to ensu...

Client Services / Personal Assistant / Executive Assistant - Multiple roles

Engage Personnel Sydney

Sydney, NSW

Diary management. Management of emails and phone screening. Billing, provisions and expense reconciliation. Extensive report formatting & typing. Presentation & tender preparation. researching specific projects as required to supp...

Service Advisor / Office Administration

Pioneer Motors

Mackay, QLD

Meeting and greeting customers in our service department. Liaising with customers and service technicians. Parking vehicles. Answering phone calls.. Processing paperwork and input of data into the dealership customer manage...

Client Services Coordinator

Total Support Services

Eastwood, SA

Oversee roster to ensure all shifts are covered and clients are supported. Attend to afterhours calls as rostered. Ensure client rosters meet the needs of clients. Maintain records of roster requests and permanent changes. Maintai...

Junior Client Services Assistant

Physio Inq

Albion, QLD

Full Job DescriptionClient Services Assistant This is a fantastic opportunity for someone who is looking for a flexible role and to work in a friendly and supportive team! Physio Inq is a fast-growing allied health care compan...

Client Services Officer/Appointment Setter

Fp Partners Pty Ltd

Brisbane, QLD

Your primary role will be to work closely with the leadership team to provide excellent customer service and administrative support. Schedule appointments and reviews on behalf of the leadership team. Liaising with clientsto requ...

Client Relationship Manager - Financial Services New

Virtual Financial Group

Brisbane, QLD

Diary management. Daily meetings with Advisers to assist where needed. Ensuring file notes are completed & compliant. Working with the Adviser on Financial Needs Analysis (FNA) documents and preparation ofresearch forStatement...

Sales Advisor/Customer Service New

Tune Works Newcastle Pty Ltd

Raymond Terrace, NSW

Greeting customers in store & answering the telephone. Responding to high amounts of sales enquiries online. Providing quotes and advice on performance packages and repairs. Liaising and following up with customers, suppliers and...

Associate Advisor/Private Client Manager New

Br Family Office Pty Ltd

Melbourne, VIC

Be the primary point of contact and project manager for all active client tasks and projects within your client group (with support of adviser, investment committee & administration team);. Attend all client meetings within your c...

Business Advisor (Marketing Services) - Adelaide SA

Thryv

Adelaide, SA

Maintaining and growing an existing portfolio of SME customers using solution selling techniques within Marketing Services. Leveraging your portfolio of clients, you will be responsible for ensuring our customers are purchasing ou...

Senior Client Liaison Representative - Victims Services

Nsw Department Of Justice

Sydney, NSW

Location Parramatta with access to hybrid working arrangements. Salary ranging from $79,032 pa to $86,539 pa + super and leave loading. Ongoing and temporary full time and part time. Work within a team, taking ownership of a t...

Senior Managing Consultant, Advisors Client Services, Business Experimentation (Business Analytics)

Mastercard

Sydney, NSW

Abide by Mastercard's security policies and practices;. Ensure the confidentiality and integrity of the information being accessed;. Report any suspected information security violation or breach, and. Complete all periodic mandato...

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

Fs Recruitment Solutions

Malvern East, 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...

Advisor (Client Services), Transport and Main Roads

Atlamgroup

Brisbane, QLD

As an Advisor (Client Services), you will play a crucial role in providing functional support, assisting with solution enhancements, and driving user engagement to maximize the value of these platforms. Monitor and track the progr...

Client Advisor - Luxury Jewellery - Broome

Frontline Recruitment Group

Broome, WA

$62,000-65,000 per year

Promote a 'high end' sales environment with outstanding presentation and communication skills. Have experience and a background within a luxury environment. Drive sales targets and key KPI's. A strong ability to build lasting rela...