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CLIENT SERVICES OFFICER

Prepare accurately reconciled client review reporting for Advisers. Liaise with fund managers and maintain client portfolios through financial planning software. Booking appointments, document management and data entry and deliver...

CompanyFindex
AddressAlbury, NSW
CategoryAccounting & Finance
SalaryPermanent
Date Posted a month ago See detail

Client Services Officer

Findex

Albury, NSW

Permanent

Prepare accurately reconciled client review reporting for Advisers. Liaise with fund managers and maintain client portfolios through financial planning software. Booking appointments, document management and data entry and deliver...

a month ago seen See more...

Client Services Officer- North

Relationships Australia Sa

Elizabeth, SA

Ongoing, Part Time or Full Time Position Available (60.8 to 76 fortnightly hours).. $64,392 per annum pro rata + Super + Salary Packaging* (to increase your take home pay).. Located in Elizabeth & Salisbury. . Certificate IV (AQF...

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Client Service Officer/ Administration

Apex Financial Advice

Woolloongabba, QLD

Previous experience is preferred. A passion for finance and working in the industry is essential. Time management skills and being able to work autonomously. Strong attention to detail. Exceptional communication and interpersonal...

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Client Services Officer (Student Services)

James Cook University

Cairns, QLD

Full-time: 36.25 hours per week. Continuing appointment. Based at the Cairns Nguma-bada campus. HEWL 5: $72,059 - $81,732 per annum plus up to 17% superannuation. A generous superannuation scheme with up to 17% employer contribut...

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Client Service Officer - Armidale, Tamworth & Coffs Harbour

Nsw Department Of Justice

Tamworth, NSW

Location Armidale, Coffs Harbour and Tamworth . Employment type Ongoing Full-Time. Grade Clerk Grade 2/4. Salary $74,803 pa - $86,539 pa plus employer contribution to superannuation and annual leave loading. Visit...

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Client Services Officer- North

Relationships Australia Sa

Salisbury South, SA

Ongoing, Part Time or Full Time Position Available (60.8 to 76 fortnightly hours). $64,392 per annum pro rata + Super + Salary Packaging* (to increase your take home pay). Located in Elizabeth & Salisbury. Certificate IV (AQF le...

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Client Services Officer (513455)

Department Of Health Tasmania

Hobart, TAS

This is an exciting opportunity to work as part of a supportive interdisciplinary team providing outpatient clinic and rehabilitation services to patients with a diverse range of aged care and rehabilitation needs. Work in a well...

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Client Service Officer-Midland

Audika

Midland, WA

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage rene...

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Client Service Officer - Armidale, Tamworth & Coffs Harbour

Department Of Communities And Justice

Armidale, NSW

Location - Armidale, Coffs Harbour and Tamworth . Employment type - Ongoing Full-Time. Grade - Clerk Grade 2/4. Salary - $74,803 pa - $86,539 pa plus employer contribution to superannuation and annual leave loading. Visiting Tenan...

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Administration / Client Service Officer

Journey Financial Group

Kirwan, QLD

Processing and implementing client business. Diary management. Liaising with clients / product providers. Providing support to the Financial Advice Team. Administration experience and/or employment within the Financial Planning in...

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Client Service Officer

Coral Coast Financial Services

Innisfail, QLD

Review meeting preparation and advice and supporting document production. Implementation of advice including investment, superannuation and insurance. Serve as the primary point of contact for clients, addressing enquiries, and pr...

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Client Services Officer/Associate Para-Planner

Portum Private Wealth Pty Limited

Sydney, NSW

Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...

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Client Service Officer - IT Applications

National Credit Insurance

Adelaide, SA

Provide support to clients regarding NCI applications.. Answer phone calls, messages, and emails from clients regarding their queries, troubleshooting error and/or issues as required. Conduct NCI application demos and/or training...

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Station Client Service Officer

Queensland Police Service

Beenleigh, QLD

Applicants are advised that the current working hours are between 7am and 10pm in at least a two-shift rotational roster (including weekends). Shift, weekend and public holiday penalty rates apply. You will assist the Officer in C...

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Client Services Officer

Cash Factor Pty Ltd

West Lakes, SA

Strong communication skills. Excellent organisational and time management skills. Attention to detail and a high degree of accuracy. Proficient in Microsoft Office suite, (Word, Excel and Outlook). Strong data entry skills. Willin...

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Client Services Officer (513455)

Department Of Health Tasmania

Tasmania

This is an exciting opportunity to work as part of a supportive interdisciplinary team providing outpatient clinic and rehabilitation services to patients with a diverse range of aged care and rehabilitation needs. Work in a well...

a month ago seen See more...

Client Services Officer (513455)

Tasmania Government

Tasmania

This is an exciting opportunity to work as part of a supportive interdisciplinary team providing outpatient clinic and rehabilitation services to patients with a diverse range of aged care and rehabilitation needs. Work in a well...

a month ago seen See more...

Senior Service Officer Payroll Recs

Department Of Communities And Justice

Goulburn, NSW

Conduct and review medium to large reconciliations in a timely manner and in accordance with service level agreements. Proactively investigate and resolve anomalies identified in the preparation of reconciliations, working closely...

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Client Service Officer

Queensland Government

Rockhampton, QLD

Permanent

Experience in or the ability to rapidly acquire the skills and knowledge to utilise payroll and rostering solutions and maintain rostering and HR master data in an accurate and efficient manner. Demonstrated word processing and da...

2 months ago seen See more...

Client Service Officer

Michael Page

Eagle Farm, QLD

Provide effective customer service, and assist with telephone calls. Assist with complaints and compliance processes. Assist with mail outs, as required. Providing up to date and consistent Information to clients on relevant stand...

2 months ago seen See more...

Client Service Officer

Page Group Australia

Eagle Farm, QLD

Provide effective customer service, and assist with telephone calls. Assist with complaints and compliance processes. Assist with mail outs, as required. Providing up to date and consistent Information to clients on relevant stand...

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Client Service Officer

Hays Recruitment

Newcastle, NSW

Coordinating and managing the administrative tasks of the team, such as scheduling meetings, booking travel arrangements, preparing correspondence on behalf of accounting staff. Communicating effectively with internal and external...

2 months ago seen See more...

Client Service Officer, Disability Services

Spinal Life Australia

Woolloongabba, QLD

Ensure individualised quality service is provided and maintained to our clients receiving personal care and support services;. Management of relationships with internal and external stakeholders that ensures individual service del...

2 months ago seen See more...

Client Services Officer

Robina Financial Solutions

Bundall, QLD

Have recently completed, or working towards completing a degree in Financial Planning or Graduate Diploma in Financial Planning;. Work experience or previous experience in a Financial Planning office will be viewed very favourably...

2 months ago seen See more...

AO3 Client Service Officer - Mackay

Hays Recruitment

Mackay, QLD

The ability to work effectively either independently and/or in a team environment, organise and prioritise work commitments, meet deadlines, share information, and support colleagues. Sound organisational and problem-solving skill...

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Client Services Officer

Avia Homes Australia Pty Ltd

Southport, QLD

General office administration including answering and transferring all incoming calls. Supporting clients throughout the construction phase of their building journey via phone call and email communication.. Answering and resolvin...

2 months ago seen See more...

Client Services Officer (Admissions)

Flinders University Of South Australia

Bedford Park, SA

Full-Time | Fixed term & Continuing positions available. Higher Education Officer Level 5 | $77,686 - $85,736 p.a. Location: Bedford Park / Kaurna Country View Position Description - Fixed Term. View Position Description - Continu...

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Client service Officer - Career Progression to PY

My Wealth Solutions

Newstead, QLD

Create client Wealth review documents compiling the clients current situation, projections, portfolio analysis and how they are tracking towards their goals. Provide clients with a Wealth Reviewdocument following their review app...

2 months ago seen See more...

Client Services Officer

Whitefox Recruitment

Gold Coast, QLD

Manage and respond to all client communications via phone and email, ensuring timely and accurate information delivery. Support clients throughout the construction phase, addressing queries and providing updates on milestones and...

2 months 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 months ago seen See more...

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