Full-time Client Service Officer jobs in Sandringham, 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 4 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...

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...

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....

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...

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...

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...

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...

Customer Service Officer | Croydon | VIC New

Bendigo & Adelaide Bank

Melbourne, VIC

Extensive experience in a Customer Service environment. Demonstrated competence in achieving consistent sales results. An ability to confidently talk to customers face-to-face and over the telephone. An eagerness to understand and...

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...

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 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...

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...

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...

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...

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...

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...

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...

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...

Host / Guest Service Officer - Front Office (Part Time) New

Grand Hyatt

Melbourne, VIC

To handle all guest arrival check ins and departure check outs. To create memorable and tailored experiences for all guests. To actively upsell and cross sell hotel services and outlets. To count money, verify amounts and issue...

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...

General Manager – Client Services New

Johnson Recruitment

Melbourne, VIC

Annual Package

Growing disability services organisation - newly created role. Strategic Direct Services leadership. Senior Exec salary & NFP Packaging. (Flex. WFH options). service processes and operations. clinical practice. supporting diversit...

Library Customer Service Officer

Bayside City Council

Sandringham, VIC

Providing welcoming community focused Customer Service. Facilitating access to the collection through membership, promotion, circulation and shelving of library resources. Providing information to customers about library resources...

Customer Service Officer - Bayside

Atlamgroup

Sandringham, VIC

Apply Now Customer Service Officer - Bayside VIC, BK's Gymnastics - Bayside 3191 VIC, BK's Gymnastics - Bayside 3191 Be part of something new and exciting Opportunity to play a vital role in growing active, healthy, happy children...

Customer Service Representative / Office Administrator New

Team Executive Consultants

East Melbourne, VIC

Salary up to $65k (based on experience). Full time position. Great team culture. Close to public transportation. Efficient Communication: Provide detailed information courteously. Client and Supplier Liaison: Ensure prompt attent...

Assistant corporate services - government solicitor office New

Victorian Government

Melbourne, VIC

* 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 annumAbout the VGSOAbo...

Customer Service Officer

Cheltenham Manor

Cheltenham, VIC

While no two days are the same, yet, this job offers security and satisfaction to the right candidate. On a daily basis; you will be working at the front desk; meeting and greeting visitors and visiting health care professionals.A...

Housing Services Officer-South Melbourne (Flexible-Hybrid)

Heathcote Health

Cheltenham, VIC

Assess client's needs and provide advice on housing options from a range of established policy, procedures and standards. Prepare routine cases with well established procedures and represent the Department at Victorian Civil Admin...

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...

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...