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Full-time Client Service Associate jobs in Abbotsford, VIC

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CLIENT SERVICES OFFICER (ENTRY LEVEL OR GRAD)

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...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$55,000 - $65,000 a year
Job typeFull time
Date Posted a month ago See detail

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 - $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...

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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...

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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...

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Client Associate

Dentsu International

Melbourne, VIC

Permanent

Work collaboratively with internal and external teams, contributing to effective working relationships with our clients, agency partners and media owners. Support the team in executing and optimising digital display, video, audio...

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Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

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Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

a month ago seen See more...

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

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Client Service Manager - Leading Industry Fund

Randstad

Melbourne, VIC

$75,000 - $75,000 a year

CBD Based. Hybrid Role. Up to 85K Base. 2 + Years In the Advice Industry. Minimum of Diploma of Financial Planning Complete. Xplan administration skills highly regarded....

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Client Service Manager - Leading Industry Fund

Atlamgroup

Melbourne, VIC

You will be providing support to members and helping with implementation of advice all the way to managing appointments. You will also be contributing to the implementation of a new advice process and be giving support from an adm...

a month ago seen See more...

Executive Assistant / Client Service Coordinator

Nexia Australia And New Zealand

Melbourne, VIC

Support our Business Advisory Partners in an EA capacity;. Support financial metrics e.g. PIQ Reports, invoicing. Create and maintain client files;. Communicating directly with clients to address queries;. Diary and email manageme...

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Executive Assistant / Client Service Coordinator

Atlamgroup

Melbourne, VIC

If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you! You will be responsible for providing E...

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Client Services Coordinator

Morgan Consulting

Melbourne, VIC

$80,000 - $100,000 a year

Serve as the main point of contact for clients, delivering exceptional service and support. Coordinate client meetings, appointments, and follow-up communications. Assist with ASIC and ATO compliance tasks, including document prep...

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Client Services Officer

Frog Recruitment

South Yarra, VIC

$70,000 - $75,000 a year

Competitive salary of up to $75k plus super (pro rata based of the PT hours) Part Time or Full Time Hours - Flexibility to choose your days and hours of work! Welcoming and friendly culture with a truly collaborative team Close t...

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Business Services Associate

Fisher Leadership

Melbourne, VIC

Written and verbal client and candidate communication. Administrative and project support for the business unit. Database management, budget and invoice tracking. Inbox and calendar management. High quality document production in...

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Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

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...

a month 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...

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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...

a month ago seen See more...

Client Service Representative

Cencora

Melbourne, VIC

Permanent

Process and monitor client bookings received via phone, EDI/IVRS and email, ensuring all information is collected and entered into the relevant ERP in a timely and accurate manner. Manage and resolve client issues and complaints i...

2 months ago seen See more...

Client Services

Smaart Recruitment

Melbourne, VIC

$70,000 per year

Full-time permanent position. Attractive salary of $70,000 + Super. Convenient Melbourne CBD location. Monday-Friday working hours. Hybrid working model: 3 days in-office, 2 days WFH. Supportive training environment with opportuni...

2 months ago seen See more...

Service Associate

Anz

Melbourne, VIC

Permanent

About the roleDevelop requirements that are fit-for-purpose, accurate and display an understanding of the financial implications to the project or program and manage the requirements throughout the life of the projectWork efficien...

2 months ago seen See more...

Service Associate

Anz

Melbourne, VIC

Develop requirements that are fit-for-purpose, accurate and display an understanding of the financial implications to the project or program and manage the requirements throughout the life of the project Work efficiently with the...

2 months ago seen See more...

Client Services Coordinator / Administrator

Keymoves

Melbourne, VIC

$70,000 - $75,000 a year

Serve as the primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service. Manage client onboarding and engagements. Incorporate new entities for clients, handling ABN and TFN appl...

2 months ago seen See more...

Asset Finance Service Associate

Atlamgroup

Melbourne, VIC

A purpose-built challenger bank, built on old-fashioned values like integrity, trusted relationships and an enterprising spirit. We started from a PowerPoint and a bold vision to make a difference in Australian business banking. W...

2 months ago seen See more...

Experienced Client Services Role

Proinvest

South Yarra, VIC

$66,600 - $85,000 a year

Maintenance and updating of regulatory documents including, Fee Disclosure Statements, Renewal Notices and Fee Consents (Maintain accurate data and records). Appointment setting for advisers client reviews. Preparation of Client...

2 months ago seen See more...

Client Service Delivery Manager

Illion

Melbourne, VIC

Establishing and maintaining strong relationships with key client stakeholders. Understanding client needs and expectations to ensure Service Delivery aligns with their requirements. Facilitating effective communication and collab...

2 months ago seen See more...

Account Manager – Administration / Client Services (Fashion)

Jerome Clothiers

Melbourne, VIC

$70,000 - $75,000 a year

Customer service excellence, primarily email and phone communication. Manage a growing portfolio of existing b2b accounts, ensuring maintenance and development of account relationships. Administration duties Order management, ba...

2 months ago seen See more...

Client Services Administrator (Accounting)

Private Advertiser

South Yarra, VIC

Young management team with open door policy for collaboration. Supportive team culture. Enjoy using all the latest technology and software available to the accounting industry. Additional paid annual Wellness day for mental and ph...

2 months ago seen See more...

Client Services Manager - HomeCare

Bluecross

Melbourne, VIC

Providing expert advice on the variety of aged care home-based services provided by BlueCross that would best fit a potential clients needs and preferences. Advising potential clients on the range of BlueCross services to meet th...

2 months ago seen See more...

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