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CLIENT SERVICES OFFICER - PART TIME - RICHMOND - FINANCIAL PLANNING

Delivering exceptional client service through prompt and accurate responses to enquiries. Preparation of regular Portfolio Review packs and compliance documents for clients these are pre prepared and require compiling. A knowled...

CompanyFs Recruitment Solutions
AddressRichmond, VIC
CategoryAccounting & Finance
Date Posted 3 weeks ago See detail

Client Services Officer - Part Time - Richmond - Financial Planning

Fs Recruitment Solutions

Richmond, VIC

Delivering exceptional client service through prompt and accurate responses to enquiries. Preparation of regular Portfolio Review packs and compliance documents for clients these are pre prepared and require compiling. A knowled...

3 weeks ago seen See more...

Client Services Officer

Ri Advice Alderley

Newmarket, QLD

Be the first point of contact when clients call up;. Help us deliver excellent client outcomes by preparing and implementing holistic financial advice recommendations;. Service clients by responding to queries via email, phone, a...

3 weeks ago seen See more...

Client Service Manager

Adelaide Private Wealth

Adelaide, SA

3+ years in a Client Services/adviser support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

3 weeks ago seen See more...

Client Service Representative - Victims Services

Department Of Communities And Justice

Parramatta, NSW

Location - Parramatta with access to hybrid working arrangements. Salary ranging from $70,694 pa to $76,857 pa + super and leave loading. Multiple Ongoing full-time and part-time positions available. Review the application to ensu...

3 weeks ago seen See more...

Client Service Officer

Edge Advisory Partners

Merimbula, NSW

Serve as the primary point of contact for clients, providing exceptional service and addressing inquiries promptly and professionally. Liaising with product providers and external stakeholders. Coordinate client meetings, appointm...

3 weeks ago seen See more...

Personal Assistant / Client Services Admin - Part Time

Morgan Consulting

Brighton, VIC

Private Business Owners: Working with established businesses with turnovers ranging from $1 million to $100 million plus. These business owners aim to protect, grow, and pass on their success for a lasting family legacy. Families...

3 weeks ago seen See more...

Client Services Manager

Your Vision Financial Solutions

Ascot, QLD

You have Drive, Determination and you're an Efficiency Ninja. You love dealing with clients, being the first point of contact and getting to know them. You go above and beyond for our clients and our team. What drives you even mor...

3 weeks ago seen See more...

Client Services Officer

Nsw Department Of Justice

Broken Hill, NSW

Responding to customer enquiries, data entry and records management. Assist with the effective operation of Court rooms,. Perform complex administrative services to meet statutory obligations whilst delivering high quality profess...

3 weeks ago seen See more...

Client Services Coordinator

Accounting & Business Advisory

Bairnsdale, VIC

Provide courteous and efficient customer service to all clients and staff. Communicating effectively with your local team and providing support to the Advisers, Partners and Corporate staff. Providingdiary assistance, expenses, t...

3 weeks ago seen See more...

Client Service Administrator - Administration Assistant

Accru

Rosny Park, TAS

Prepare and complete financial planning documents and forms, ensuring accuracy and compliance with regulatory standards. Assist the advice team in achieving timely implementation of client recommendations. Create reports and docum...

3 weeks ago seen See more...

Customer Service & New Client Engagement - Work from anywhere + Change lives

Wild Success

Perth, WA

Work from anywhere (Remote Position). Flexible Part-time & Full time roles available. Flexible working hours. OTE $52,000 Part-time - $75,000+ Full time + Bonus's. Work with a fast-growth company changing lives. Generous base plus...

7 days ago seen See more...

Senior Client Liaison Representative - Victims Services

Nsw Department Of Justice

Sydney, NSW

Location Parramatta with access to hybrid working arrangements. Salary ranging from $79,032 pa to $86,539 pa + super and leave loading. Ongoing and temporary full time and part time. Work within a team, taking ownership of a t...

2 weeks ago seen See more...

Senior Client Services Officer

Tasmanian Government

Hobart, TAS

$71,661-77,455 per year

undertaking and participating in staff quality assurance activities and the review of client complaints. the development and training of field staff. assessment of new referrals and re-admitted clients for home care services. main...

4 weeks ago seen See more...

Receptionist/Client Services

Coastline Advice

Torquay, VIC

Arrange and manage all client appointments and adviser diaries. Any general office or administration duties.. Ensure reception desk is in attendance from 9am to 5:30pm. Meet and greet all visitors and clients. Making them feel w...

4 weeks ago seen See more...

Client Services Administrator - Part time

Charterhouse

Mulgrave, VIC

Client Services Administrator. Boutique Financial Services Firm . $75 + super pro-rata (Part time). Supportive and growing culture. Mulgrave location (Parking On site). Hybrid working. Acting as the first point of contact for cl...

4 weeks 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...

4 weeks ago seen See more...

Client Service Officer

Orange Local Aboriginal Land Council

Bathurst, NSW

Experience working directly with complex or vulnerable clients within the community preferred. Ability to work independently and manage your own work. Including working both independently and within a team environment. Ability to...

a month ago seen See more...

Clinical RN / Client Services Manager

Just Better Care

Gregory Hills, NSW

Excellent opportunity to grow with the organisation. A manageable case load with a great, supportive team. Play a key role in future growth and success across the organisation. Full time / Part time. We also have a team in Wagga...

a month ago seen See more...

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...

a month ago seen See more...

Client Service Analyst - 12 month contract

Circana Pty Ltd

Sydney, NSW

Flexibility with the hours you work, and where you work them. Up to 5 weeks annual leave. Birthday leave. Summer half days. Me Days. Cultural Swap Days. Be accountable for the quality of client deliverables (Excel based/online...

a month ago seen See more...

Client Service Coordinator /ASIC Administrator

Young & Grant Accountants

Wheelers Hill, VIC

A desire to learn and continually improve. Responsible and self-motivated. Friendly and team oriented. Outstanding organisational and time management skills. Excellent interpersonal, spoken and written communication skills. Comput...

a month ago seen See more...

Pathology Client Services IT Administrator

Austin Health

Melbourne, VIC

Make an impact. Full time. Based at Austin Hospital Heidelberg. Excellent customer service skills and demonstrated ability to deal with a wide range of stakeholders. Familiarity with database management. Strong IT skills with the...

a month ago seen See more...

Client Services Manager

Women's Legal Centre

Canberra, ACT

Manage the delivery of critical Intake services and paralegal support to practitioners, including recruitment, training, rostering and supervision of team members and their delivery of intake and paralegal services. Assume respons...

a month ago seen See more...

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...

a month ago seen See more...

Client Services Manager

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...

a month ago seen See more...

Client Services Assistant / Domestic Cleaner - Townsville

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...

a month ago seen See more...

Client Service Officer

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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

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 - $...

a month ago seen See more...

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