Full-time Client Service Consultant jobs in Melbourne, VIC

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WFI CLIENT SERVICE CONSULTANT.

Tech-savvy and confident using multiple systems and platforms simultaneously. Ability to make decisions and work within business guidelines and processes. Well-developed rapport building, active listening, and communication skills...

CompanyInsurance Australia Group
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted a month ago See detail

WFI Client Service Consultant.

Insurance Australia Group

Melbourne, VIC

Tech-savvy and confident using multiple systems and platforms simultaneously. Ability to make decisions and work within business guidelines and processes. Well-developed rapport building, active listening, and communication skills...

WFI Client Service Consultant

Iag

Melbourne, VIC

Permanent

Tech-savvy and confident using multiple systems and platforms simultaneously. Ability to make decisions and work within business guidelines and processes. Well-developed rapport building, active listening, and communication skills...

Client Services Consultant - Superannuation and Investments

Praemium Limited

Melbourne, VIC

Support our advisers with navigating and transacting on our platform. Ensure all client calls and requests are answered and case managed with care and in a timely manner. Monitor a shared support mailbox. Build relationships and...

WFI Client Service Consultant

Atlamgroup

Melbourne, VIC

WFI Client Service Consultant Posting date: 29 Feb 2024 Job requisition ID: 41835 Location: Melbourne, VIC, AU Workplace Type: Onsite Make a difference as a WFI Client Service Consultant. YOUR ROLE We have an opportunity for multi...

Client Services Coordinator - multiple roles

St John Ambulance Vic

Melbourne, VIC

You will be the first point of contact for clients, cares, care managers and referral organisations. Liaise with care coordinators and care managers from other orgnaisation in a professional manner. Coordinate services ensuring ne...

Client Services Coordinator- Work From Home 3-4 Days Per Week

Hot Toast

Melbourne, VIC

Assist the Client Managers and CEO with various general administrative tasks. Manage office email correspondence, phone communication, and schedule meetings. Facilitate new client setup across various platforms including XPM, Karb...

Superannuation & Investments Customer Service Consultant

Amp

Melbourne, VIC

Provide exceptional Customer Service to AMP customers and advisers, ensuring their needs are met. Work to a daily schedule to meet and exceed relevant KPIs and service standards. Analyse customer issues and determine the appropria...

Client Services Officer

Advanced Personnel Management

Melbourne, VIC

Handle a mixture of inbound and outbound calls and confidentially capture caller data into our systems. Listen to the client, understand their enquiry and assist appropriately to deliver the best possible customer experience. Coll...

Customer Service Consultant

Marsh & Mclennan Companies

Melbourne, VIC

Comprehensive training provided - Late May to early June commencement 37.5 hours per week. Temporary contract until end of October / up to 6 months. Hybrid work environment - Work from home 2 days per week. 2 weeks paid training....

Client Services Coordinator | Fun, Supportive Team!

Engage Personnel

Melbourne, VIC

$65,000 - $80,000 a year

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Liaising with Clients, the ATO, and ASIC. Schedule client appointments and respond to client enquiries....

Client services coordinator team

Engage Personnel

Melbourne, VIC

Walking distance from Public Transport and parking. High staff retention and long-term development. $65,000 - $75,000 + Super. Walking distance from Public Transport and parking. High staff retention and long-term development. $65...

Client Services Coordinator | Corporate Accounting Firm

Engage Personnel

Melbourne, VIC

$50,000 - $75,000 a year

Scheduling annual work to meet clients needs. Preparation and maintenance of database/client records. Typing up of letters to clients. Filing electronic letters/documents. Organising appointments with clients. Preparing checkli...

Client Services Lead - NDIS

Jigsaw Blue

Melbourne, VIC

$70,000 - $80,000 a year

Review and assess referrals to align with Jigsaw Blue's services. Coordinate rostering and cost models for efficient service delivery. Develop and manage Proposal/SIL requests and Service Agreements. Facilitate transitions of new...

Principal Consultant, Environmental Services

Wsp

Melbourne, VIC

Permanent

University of Melbourne - environmental assessment and remediation of the complex former Holden site in Port Melbourne, to support redevelopment of this prize location as a future learning campus. Orica Australia - environmental a...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

Professional Services Consultant

Adobe

Melbourne, VIC

Quickly learn the full suite of Adobe solutions, and expert in Adobe Experience Manager. Design and implement custom features with our best practice in mind on top of Adobe Experience Manager for clients or partners as part of a p...

Client Service Manager

First Financial

Melbourne, VIC

use your strong organisational skills to effectively prioritise and work through a range of tasksof varying complexity;. maintain client records in accordance with compliance requirements;. contribute or drive process improvement...

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...

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...

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...

Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

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...

EOI Customer Service Consultant

Hays Recruitment

Melbourne, VIC

First point of contact via phone, email, etc. Process inbound transactions via phone, email and any other means. Conduct outbound calls to customers and other stakeholders. Provide sound advice and information on customer matters....

Customer Service Consultant

Integrated Training Solutions

Melbourne, VIC

If you thrive in an environment that fosters continuous improvement, encourages openness, and values a light and friendly atmosphere, then InterCare Training is the place for you!Position: Direct Sales Consultant Location: Melbour...

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...

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)....

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...

Customer Service Consultant

Storage King

Melbourne, VIC

Provide support on the phone to customers across our store network throughout Australia and New Zealand. Provide storage solutions for new customers by. identifying their storage needs. Understand the problem they are facing. Sou...

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....

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...