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Full-time Client Service Officer jobs in Ormond, VIC

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CLIENT SERVICE OFFICER

With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they?re looking for a Client Services Officer to join their growing team. You will work closely alongside a...

CompanyAtlamgroup
AddressOrmond, VIC
CategoryAccounting & Finance
Job typeFull time, Permanent
Date Posted 3 weeks ago See detail

Client Service Officer

Atlamgroup

Ormond, VIC

With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they?re looking for a Client Services Officer to join their growing team. You will work closely alongside a...

3 weeks ago seen See more...

Client Service Officer

Fuse Recruitment

Ormond, VIC

$70,000 - $80,000 a year

Hybrid working arrangements. Award winning firm. Modern office space. Ongoing training and development. Supportive office culture. Following up with clients in a professional and courteous manner. Assisting Financial Advisers with...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client service officer / Adviser assistant

Mint Financial Solutions

Oakleigh East, VIC

Establish strong relationships that allow you to provide excellent service to our clients, advisers and team members. Contribute to maintaining our high compliance standards and the successful growth of our business. Customer serv...

2 months ago seen See more...

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...

4 weeks ago seen See more...

Client Services Officer

Klc Recruitment

Balwyn, VIC

Balwyn East Location | Stroll to local shops and cafes | Free parking. $55,000 to $60,000 + super| Fun Fridays in the Office!. Full Time | Great Opportunity |Progress your finance career. Customer Service: answer calls, tender t...

3 weeks ago seen See more...

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...

4 weeks 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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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

Fs Recruitment Solutions

Melbourne, 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...

a month ago seen See more...

Client Services Officer - Great Opportunity!

Engage Personnel

Melbourne, VIC

$50,000 - $65,000 a year

The suitable candidate will possess strong organisational skills, having worked in an administrative capacity in the accounting sector. This is not your typical CSO role you will servicing high-net-worth client portfolios ranging...

a month ago seen See more...

Client Services Officer

Acton Wealth

Melbourne, VIC

$60,000 - $79,999

Friendly and supportive work environment. Flexible working opportunities. Strong team culture. Opportunity for long-term career prospects. Implementation of Adviser recommendations including liaising directly with Super/Investment...

a month ago seen See more...

Client Services Officer

City Of Kingston

Mentone, VIC

$70,143 - $74,858 a year

Exciting opportunity to join fast-paced team in Community Aged Care. Make a real difference in the lives of people living in the Kingston community. Permanent, full-time position, Mentone based. Band 4 $70,143 - $74,858 per annum....

a month ago seen See more...

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

2 months ago seen See more...

CUSTOMER SERVICE OFFICER

Mccormick

Moorabbin, VIC

Permanent

Part-time (Job Share) position working 2 days per week (Monday, Tuesday). Global organisation with possibility of moving to full-time. Annual pay reviews and bonus program in place (MIB). Supportive culture that offers genuine wor...

3 days ago seen See more...

Senior Client Service Officer

Integritas Wealth Advisers

Blackburn, VIC

5+ years' experience as a Client Service officer and wanting to take the step in their career. Desire and commitment to progress towards commencing a professional year. Strives for improvement in systems and procedures. Shows i...

2 months ago seen See more...

Customer Service officer Pre-admission

St Vincent's Health Australia

Melbourne, VIC

Permanent

Join the St Vincents Health Australia Group, and work for a truly values based organisation, who operate across VIC, NSW and QLD. Salary packaging available (pay less tax and increase your take home pay!). Gain access to discount...

2 days ago seen See more...

Administration Officer (Patient Services Centre)

Alfred Health

Prahran, VIC

Fixed Term - 12 Month MAT Leave Cover, Full Time80 Hours + ADO. Managers and Administrative Worker Grade 2 ($66k - $72K). Located at Alfred Health, 5 Weeks Annual Leave, Salary Packaging & Novated Leasing. Highly developed commun...

5 days ago seen See more...

Archiving Assistant, Corporate Services - Victorian Government Solicitor's Office

Corrections Victoria

Melbourne, VIC

$56,834-72,985 per year

Newly created role to assist the Knowledge Management Team. Join a supportive team environment working on-site. Fixed-term (12 months) | Full-time | On-site. VPS 2 $56,834 - $72,985 plus superannuation per annum. Finance. Informat...

2 days ago seen See more...

Administration Officer - Surgical Services

Alfred Health

Prahran, VIC

Multiple opportunities available. Full Time (80 hours per fortnight) and Part Time (min. 48hrs per fortnight). Managers and Administrative Worker Grade 1 Level 1 (HS1). 5 weeks annual leave+ 13 ADOs for Full time positions. Alfre...

a week ago seen See more...

Senior Officer, Academic Services

Deakin University

Burwood, VIC

Melbourne Burwood Campus or Geelong Waurn Ponds Campus. Full-time and fixed term until November 2025. HEW 6 $89,012 - $96,126 + 17% Superannuation. Assist in the development of student communication and training/information resour...

a week ago seen See more...

Internal Sales & Technical Services Officer - Mt Waverley

Jj Secuwatch

Notting Hill, VIC

Being the first point of contact for the branch, including serving customers over the trade counter. Answering incoming calls. Processing customer orders via the counter, phone and email requests. Providing quotations based on cus...

a week ago seen See more...

Customer Service Officer

Mecca Recruitment Group

Melbourne, VIC

Multiple Opportunities Available, Melbourne CBD Location. Start of your career in Superannuation. Finish training with your RG146 Qualification!!...

5 days ago seen See more...

Customer Service Officer

Europcar

South Melbourne, VIC

A competitive hourly rate + generous incentive scheme. Opportunity to maximise your income based on your exceptional performance with our incentive program. Ongoing training and development. Access to same-day pay via our financ...

5 days ago seen See more...

Customer Service Officer

Mccormick Foods

Moorabbin Airport, VIC

Supportive culture that offers genuine work life balance. Annual salary reviews. Annual bonus program (MIB). Employee health and wellbeing initiatives. Free access to McCormick University. Involvement with regional and local chari...

5 days ago seen See more...

CUSTOMER SERVICE OFFICER

Mccormick Foods

Mentone, VIC

Part-time (Job Share) position working 2 days per week (Monday, Tuesday). Global organisation with possibility of moving to full-time. Annual pay reviews and bonus program in place (MIB). Supportive culture that offers genuine wo...

5 days ago seen See more...

Client Services Manager

Maddern Financial Advisers

Malvern, VIC

Job Security- This is a long term career opportunity with ongoing professional development and training Vibrant Team Culture- We are a unique and energetic team that values collaboration and hard work! Fantastic Location- Centra...

4 weeks ago seen See more...

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