Full-time Client Service Officer jobs in Victoria

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CLIENT SERVICES OFFICER

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...

CompanyAdvanced Personnel Management
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 2 weeks ago See detail

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 Services Officer

Strategem

Bendigo, VIC

Is motivated by being challenged and driven to exceed expectations. Is passionate about people and goes above and beyond to provide a good client experience. Possesses initiative and the ability to work flexibly within a team. Is...

AskACU Centre Service Officer New

Australian Catholic University

Melbourne, VIC

Provide quality customer service support to current and prospective ACU students and staff. 17% employer superannuation, salary packaging, and generous leave provisions. Full-time continuing role at our Melbourne campus. The Unive...

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...

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 Services Officer

Canny Group

North Geelong, VIC

$55,000 - $65,000 a year

Providing comprehensive administrative support to our Financial Advisers;. Conducting research to assist in the preparation of advice documents. Managing implementation (strategy, investment, and insurance) for our clients;. Assis...

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

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...

Financial Planning Client Services Officer

Highview Accounting & Financial

Cranbourne, VIC

Assist in developing & implementing investment strategies for clients. Conduct research to support Financial Planning recommendations. Prepare reports for clients & advisors. Maintain client records in accordance with compliance r...

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...

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

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 $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

Engage Personnel

Parkville, VIC

$65,000 - $70,000 a year

Liaising with clients over the phone. Processing ATO correspondence. Client database management. Collating and scanning documents. Assisting with tax registrations. Business name registrations and renewals. Assisting the accountan...

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...

Senior Client Service Officer - Bendigo

The Support People

Bendigo, VIC

Provide strong and clear leadership to the Client Services workforce. Form effective working relationships with NDIS Support Coordinators. Oversee calculation, preparation, and management of Service Agreements for clients. Build a...

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...

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....

Administration & Client Services Officer, Facilities & Maintenance

Albury Wodonga Health Vic

Wodonga, VIC

Join the largest regional health service between Sydney and Melbourne. Dynamic work environment and collaborative team culture. Access to wellness programs and fitness passport. Demonstrated experience in the provision of a high l...

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...

Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote) New

Fundd

Melbourne, VIC

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

Customer Service Officer - Logistics New

Randstad

Laverton, VIC

First point of contact for all incoming calls and enquiries. Ensure the highest level of accuracy with customer requests and bookings. Communicate clearly and concisely to ensure customers receive correct information. Adhoc admini...

Membership Service Officer - Genesis Wantirna New

Healthypeople

Wantirna, VIC

Earn commission for your results. Full-time position available. Great career pathway with an entrepreneurial organisation. Have a passion for fitness! Have strong customer service skills. Previous experience in a similar position....

Customer Service Officer | Croydon | VIC

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...

Field Services Officer

Phillip Island Nature Park

Victoria

Full-time position - Fixed Term till 31 December 2024. Scale 3, $26.87 per hour (probationary rate - first 3 months), then $28.71 per hour. Work for one of Australia's leading conservation and sustainable eco-tourism organisations...

Customer Service Officer

Merri-Bek City Council

Coburg, VIC

Work from Home and Office hybrid (after training period). 1 Full time, maximum term role available until June 2025. 1 Part time role available (ongoing), 4 days per week . Salary: $75k - $79k + Super. Ability to transfer or take L...

Customer Service Officer (12 Month Fixed-Term Contract) | Ringwood, VIC

Bendigo & Adelaide Bank

Ringwood, 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...