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FINANCIAL PLANNING – CLIENT SUPPORT SPECIALIST

The role is not client facing focused on administration dealing with compliance, implementation and processing however does give an opportunity to be involved in client meetings.This is an entry level role, and no experience is re...

CompanyRidgway Accounting
AddressToowoomba, QLD
CategoryAccounting & Finance
Date Posted a week ago See detail

Financial Planning – Client Support Specialist

Ridgway Accounting

Toowoomba, QLD

The role is not client facing focused on administration dealing with compliance, implementation and processing however does give an opportunity to be involved in client meetings.This is an entry level role, and no experience is re...

a week ago seen See more...

Client Service Specialist

Bank Of Queensland

Sydney, NSW

Working closely with Relationship Managers to manage the ongoing client relationship and client maintenance. Processing real-time operational requests relating to transactions and account administration as well as support the busi...

a week ago seen See more...

Client Service Specialist

Bank Of Queensland

Sydney, NSW

Working closely with Relationship Managers to manage the ongoing client relationship and client maintenance. Processing real-time operational requests relating to transactions and account administration as well as support the busi...

a week ago seen See more...

Specialist Client Service Officer - Work from Home / Hybrid

Occumed

Subiaco, WA

Maintain a busy email inbox, ensuring all communications are handled promptly and professionally. Schedule appointments and manage calendars for our medical consultants (e.g. occupational physicians, psychologists). Provide admini...

a week ago seen See more...

Specialist Client Delivery Consultant, Calypso, FinTech

Nasdaq Pty Ltd

Sydney, NSW

Permanent

Work directly with customers to gather, scope and understand business requirements, and steer them towards Calypso's best practice solutions to the extent possible. Work hands on with the system to configure it and test it to ensu...

2 weeks ago seen See more...

Client Support Specialist - Legal Searching

Coadys Personnel Consultants

Brisbane, QLD

Our client is a successful, fast growing and progressive Legal Technology firm who boast numerous awards as one of Australia's top employers. This is an exceptional opportunity for someone with legal industry experience and/or qua...

3 weeks ago seen See more...

Client Account Specialist

Westpac Bank

Adelaide, SA

Entry level opportunity for committed customer service super stars seeking a long-term career in financial services. Full-time paid training provided. Permanent full-time role based in Bedford Park. Processing superannuation and i...

3 weeks ago seen See more...

Graduate-Specialist, Client Service and Access

Uts

Broadway, NSW

Be part of a team of creative, committed experts. Learn new skills - continued staff development is a personal focus we are proud of. Broaden your experiences - we never shy away from piloting new ideas to ensure we meet the deman...

3 weeks ago seen See more...

Graduate-Specialist, Client Service and Access

University Of Technology Sydney

Australia

$80,044-91,570 per year

Be part of a team of creative, committed experts. Learn new skills - continued staff development is a personal focus we are proud of. Broaden your experiences - we never shy away from piloting new ideas to ensure we meet the deman...

4 weeks ago seen See more...

Client Care Assessment Specialist - IAP

Haven; Home, Safe

Mildura, VIC

Make a meaningful impact on individuals' lives. Full-Time, Fixed-Term until 30 June 2025. Mildura Location. As a first point of entry for clients, ensure a positive, welcoming, safe and friendly interaction. Undertake crisis inte...

a month ago seen See more...

Client Support Specialist - Legal Searching

Coadys Personnel Consultants

Brisbane, QLD

Our client is a successful, fast growing and progressive Legal Technology firm who boast numerous awards as one of Australia's top employers. This is an exceptional opportunity for someone with legal industry experience and/or qua...

a month ago seen See more...

Client Account Specialist

Signarama

Wingfield, SA

Work closely with internal teams to execute design briefs & deliverables within project timelines. Respond efficiently to all walk-in customers & telephone inquiries to determine sign needs, provide recommendations & estimates wit...

a month ago seen See more...

Specialist - Client Delivery Consultant, Calypso, FinTech

Nasdaq

Sydney, NSW

Permanent

We see technology as a means to free people up to work together more productively and effectively by centralizing data, analytics, and market intelligence.Here, were committed to building a more diverse and inclusive workforce. N...

2 months ago seen See more...

Reception & Marketing Support Specialist/Reception & Client Concierge Specialist

Hoffman Kelly Chartered Accountants

Queensland

$55,000 - $70,000 a year

Greet clients and visitors with a warm and professional demeanor. Manage incoming calls and emails, directing them to the appropriate staff members. Assist with administrative tasks such as scheduling appointments, maintaining off...

2 months ago seen See more...

Superannuation Client Support Specialist - Financial Planning

Iq Capital

Southport, QLD

Client communication liaison - this role is a central point of contact - we want our clients to feel exceptionally well supported and taken care of. Providing end to end SMSF service alongside the Adviser including set up & establ...

2 months ago seen See more...

Client Services Specialist

Marsh Insurance

Canberra, ACT

In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life c...

2 months ago seen See more...

Client Care Specialist/Receptionist

Sounds Of Life

Albion, QLD

Greet and build rapport with clients. Assist with bookings and enquiries. Invoice and receipt hearing aid purchases and processing Health Fund/Medicare claims. Perform minor over-the-counter hearing aid repairs. Assist with day-to...

2 months ago seen See more...

Client Care Specialist

Australian Financial Services

Sydney, NSW

$60,000 - $70,000 a year

Handle inbound and outbound client calls, aiming to resolve queries and gather necessary information to progress transactions. Communicate with clients through email, offering support and resolving queries to ensure a seamless ser...

2 months ago seen See more...

Senior Client Service Officer Specialist | Homes NSW | Housing Services

Department Of Communities And Justice

Surry Hills, NSW

$93,295 - $102,941 a year

Ongoing Opportunity South East SYD and North SYD Districts. Locations: Maroubra and Inner City . Talent Pool will also be created for South East SYD and North SYD Districts Salary range: $93,295 - $102,941 - PLUS employer's contri...

2 months ago seen See more...

Client Liaison Specialist - National Accounts

Jj's Waste & Recycling

Eight Mile Plains, QLD

Stable & Essential Industry | Attractive Remuneration - including Car Allowance. National family-owned and operated business with over 90 years-experience. Job Security | Full-time | Permanent | Progression | Growing Company. Mana...

2 months ago seen See more...

Client Service Specialist | Financial Planning

The Turner Group Recruitment Consultants

Brisbane, QLD

Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...

2 months ago seen See more...

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