Part-time Client Service jobs in Maroochydore, QLD
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CLIENT SERVICE MANAGER
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...
| Company | Coastal Financial Advisers |
|---|---|
| Address | Maroochydore, QLD |
| Category | Accounting & Finance |
| Date Posted | 4 days ago See detail |
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...
4 days ago seen See more...
Client Services Office (Financial Advice)
Private Portfolio Strategies
Maroochydore, QLD
Reception tasks - incoming calls, greeting clients. Booking appointments, meeting preparationand diary management. Documentation management (data gathering, advice statements, applications). Actioning/monitoring/finalising variou...
2 months ago seen See more...
Client Services Officer | Part-Time | Nambour
Estia Health
Nambour, QLD
Brings a friendly customer service to everyone whether in person, on the phone or over email. Keeps on top of paperwork record keeping, filing, etc. Enjoys showcases our home to future residents and their families. Has a trac...
2 months ago seen See more...
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