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Full-time Client Service Officer jobs in Oakleigh East, VIC

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CLIENT SERVICES ADMINISTRATOR - FINANCIAL PLANNING

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...

CompanyRecruitly
AddressSouth Yarra, VIC
CategoryAccounting & Finance
SalaryCirca $75k to $90k
Job typeFull time
Date Posted a month ago See detail

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...

a month ago seen See more...

Senior Administrator/Client Services Manager

Lawson Delaney

Dandenong, VIC

Work in a growing sector & have a Career for life! WFH (2 days per week post probation). On-site gym. Friendly open door policy. Collation and recording of inbound/outbound documents, including ATO correspondence,Lodgement of do...

a month ago seen See more...

Customer Service Officer

Capital Smart Repairs

Dandenong, VIC

Ensuring the environment is always customer friendly. Checking in all customers as they present for their assessment. Providing a caring and professional service during all customer interaction. Managing the customer return to col...

a month ago seen See more...

Customer Service Officer

Atlamgroup

Rowville, VIC

Were proud of our strong partnerships and growth that continues to be enabled by our 1500 team members across Australia and New Zealand. We maintain our focus on innovation and seek to positively influence the industry. We now ha...

a month ago seen See more...

Client Services Manager

Lawson Delaney

Windsor, VIC

Work in a growing Industry & have a Career for life! WFH (2 days per week post probation). Friendly open door policy. Work with a portfolio of clients helping with on-boarding. Answering the phone and taking deliveries. Assist...

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 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...

Customer Service Officer

Supagas

Dandenong, VIC

Be the first point of contact for all incoming calls and visitors and ensurethe smooth operation of the office. Minimize outstanding debtors and reconcile debtors as necessary. Handlecustomer queries and accounts in a profession...

2 months ago seen See more...

Trainee Customer Service Officer

Atlamgroup

Rowville, VIC

Trainee Customer Service Officer Rowville, VIC About UsWith some of the most iconic brands in the Australasian and global building industry, we are proud to have provided products and services to projects around the globe for resi...

2 months ago seen See more...

Office Services Assistant

Country Road Group

Burnley, VIC

Sort and distribute inward and outward mail. Send and receive national and international couriers . Follow up of undelivered store bags with courier company/stores. Ensure all incoming goods are collected on a timely basis. Comp...

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Customer service and Administration Officer

Chandler Macleod

Dandenong, VIC

$37.36 per hour

Reviewing, processing and assessing documentation and ensure all information is correct and accurate. Making appropriate decisions in line with delegated authority. Responding to phone and email enquiries, and providing accurate i...

a month ago seen See more...

Patient Revenue Officer - Support Services

Atlamgroup

Richmond, VIC

Its the sense of belonging and being part of an organisation and a team that works to make sure that every patient matters. In addition to this, you will have access to:Epworths enhanced Not for Profit status (and not available...

a month ago seen See more...

Case Officer (Health Screening Services) - Hybrid

Medhealth

Prahran, VIC

Management of a portfolio of customers, ensuring yourcaseload is actioned within timeframes specified in ourcustomer service level agreements and internal KPIs. Liaising directly with medical clinics, pathology providers, healt...

2 months ago seen See more...

Customer Service & Administration Officer

Wanless Waste Management

Dandenong, VIC

Competitive Salary Package. Ongoing Learning and development opportunities. Room for professional advancement. Support from a robust business network. Assist with daily operational requirements of the Transport & Customer Service...

2 months ago seen See more...

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