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CLIENT SERVICES MANAGER

Making outbound calls to customers who have approached, or been referred to Homesuite about our services (KPI 80+ calls per day). Owning your pipeline of customers, using your exceptional service skills and initiative to deliver o...

CompanyHomesuite
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted just now See detail

Client Services Manager New

Homesuite

Melbourne, VIC

Making outbound calls to customers who have approached, or been referred to Homesuite about our services (KPI 80+ calls per day). Owning your pipeline of customers, using your exceptional service skills and initiative to deliver o...

just now seen See more...

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

Fundd

Bundaberg, QLD

$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 - $...

6 hours ago seen See more...

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

Fundd

Queensland

$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 - $...

7 hours ago seen See more...

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 - $...

12 hours ago seen See more...

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

Fundd

Hobart, TAS

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 - $...

2 days ago seen See more...

Client Service Manager

Loan Market

Como, WA

Respond promptly to phone calls and email communications from clients. Proactively engage with clients to maintain relationships and actively chase lead flow. Aid in the input of loan applications and associated documents into our...

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

Fundd

Sydney, NSW

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 - $...

2 days ago seen See more...

Client Service Manager

Coastal Financial Advisers

Maroochydore, QLD

Liaise with clients and other stake holders via telephone,email and in person. Manage client data in X-Plan. Ensure all compliance standards are adhered to [ Client Service Agreements, Review dates etc. ]. Obtain required research...

2 weeks ago seen See more...

Client Services Manager

Daley

Wollongong, NSW

Manage workflow allocation within the Client Services Team. Ensure members of the team meet their deadlines and targets. Providing ongoing support to our Financial Advisers. Assisting in the delivery of quality services to clients...

2 weeks ago seen See more...

Client Service Manager

Loan Market

Rochedale South, QLD

Respond promptly to phone calls and email communications from clients. Proactively engage with clients to maintain relationships and actively chase lead flow. Thoroughly review customer-provided documents to ensure completeness an...

2 weeks ago seen See more...

Part Time Client Service Manager

Fs Recruitment Solutions

Melbourne, VIC

Great Melbourne CBD location. Flexible Part Time hours. Vibrant and energetic culture. Supporting Advisers in managing client relationships. Liaising with clients and stakeholders. Prepare documents and reports for client review...

2 weeks ago seen See more...

Client Service Manager

Integral Financial Solutions

Kent Town, SA

Liaising with product providers for new business implementation and policy maintenance. Handle day to day administrative tasks for the adviser in a timely and professional manner. Overseeing the workflow with staff, while aiding i...

2 weeks ago seen See more...

Client Services Manager

Goldsborough Financial Services

Parkside, SA

Proactively assist Financial Advisers in delivering exceptional service to clients. Manage day-to-day administrative tasks for Adviser clients. Ensure compliance with industry standards and Goldsboroughs internal processes. Amazi...

2 weeks ago seen See more...

Client Service Officer New

Audika

Mosman, NSW

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 Services Assistant / Domestic Cleaner - Townsville New

Ozcare

Townsville, QLD

$26.03 per hour. Part time. Assist with the preparation of meals by performing tasks allocated by the Cook (where applicable). Efficiently clean Dining Room, Kitchen and serving areas after meals, or when required. Perform tasks a...

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Client Service Manager Part Time

Lifenet Financial Advice

Balcatta, WA

$65,000 - $75,000 a year

Preparation of paraplanning submissions for advice documents. Preparation of Advice document presentations for clients. Preparing and lodging New Business Applications including Superannuation, Pension and Investment applications....

4 weeks ago seen See more...

Client Services Manager

Regis

Legana, TAS

Police Check. Preferable Home Care experience. Administration experience. Preferable experience with Home care Packages. Develop person centred care plans;. Coordinate all aspects of care delivery;. Build positive relationships;....

4 weeks ago seen See more...

Bookkeeping Operations and Client Services Manager - Part Time

Best Business Consulting

Victoria Park, WA

A background in bookkeeping, finance or accounting. Demonstrated leadership/people management experience with a strong values focus, and a passion for team engagement and supportive leadership. Demonstrated understanding of the op...

a month ago seen See more...

Multiple - / client services / management

Engage Personnel

Melbourne, VIC

Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring! Exciting opportunities in many areas of accounting! Full-time / Part-time roles with work-life balance. Top-tier / Mid-tier and Boutique Firms across Melbourne ar...

a month ago seen See more...

Client Service Manager

Parklane Advice Group

Cheltenham, VIC

$55,000 - $75,000 a year

Work experience in a financial planning/financial service industry. Understanding of industry culture, products and service. Business related study. Completing DFP. Paraplanning experience. Xplan experience. Expertise in producti...

a month ago seen See more...

Client Services Manager

Atlamgroup

Launceston, TAS

About the role The Client Services Manager supports the achievement of Wilson Security's Vision and the Business Unit Strategy by managing the overall operation and performance of designated sites and subordinates within the Wilso...

a month ago seen See more...

Client Services Manager

Hpartners Investments

South Brisbane, QLD

Liaising with clients, fund managers and other third parties as required. Provide full adviser support, gain exposure to holistic financial advice. Maintain files and database records (Xplan). Conduct research on client holdings/a...

2 months ago seen See more...

Client Services Manager (CBD)

Atlamgroup

Eight Mile Plains, QLD

CMBM (Clean, Maintain, Build, Manage) is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State.About the role:We are looking for a conscientious, p...

2 months ago seen See more...

Client Service Manager

Moore Wealth Advisers

Adelaide, SA

Book appointments and prepare files for ongoing client review meetings. Accurate production of all client portfolio review documentation and reports. Regularly update and maintain the Client Management System with correspondence a...

2 months ago seen See more...

Client Services Manager

Pollux Financial Pty Ltd

Canberra, ACT

$60,000 - $90,000 a year

Previous experience working in banking, finance, lending or property industry preferred. Strong communication and interpersonal skills. Liaise with Mortgage Broker, Lender and Client during the Application Process. Data entry into...

2 months ago seen See more...

Senior Operations Specialist - Operations, Management & Facility Services New

Jacobs

Brisbane, QLD

Provide technical support to client operations and maintenance teams, coordinating with third-party providers as required. Develop and implement O&M documentation, commissioning inspection test plans (ITPs), checklists, and handov...

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Client Service Officer New

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...

19 minutes ago seen See more...

Customer Service Manager New

Guestpix Pty Ltd

Adelaide, SA

Manage, roster, lead and support a team of casual Customer Service staff to ensure high levels of support and sales service. Develop systems to elevate team knowledge and efficiency. Act as the first point of contact for all custo...

9 minutes ago seen See more...

Administration / Client Service Officer New

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...

9 minutes ago seen See more...

Client Services Officer - Court Services - Walgett and Bourke New

Nsw Department Of Justice

Dubbo, NSW

Part Time (35 hours a fortnight - 1 week on, 1 week off). Location Walgett (1x Part time - Ongoing). Location Bourke (1x Part time temporary role up to 12 months). Salary ranging from $70,694 pa to $76,857 pa (pro rata for par...

9 hours ago seen See more...

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