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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...

CompanyCoastal Financial Advisers
AddressMaroochydore, QLD
CategoryAccounting & Finance
Date Posted a month 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...

a month 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...

a month 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...

a month 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...

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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...

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Client Services Officer

Trinity Care

Greensborough, VIC

Excellent customer service skills. Excellent negotiation skills. Highly motivated and able to take initiative. Highly organised and able to effectively manage and prioritise multiple tasks. Implements, monitors and evaluates an in...

a month 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...

a month ago seen See more...

Client Services Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

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Senior IT Technician (Client Services)

Department Of Health Tasmania

Hobart, TAS

Provide technical support to meet customer requirements and improve the customer experience with respect to systems, applications, and platforms in line with established policy and procedures. Identify, develop and implement creat...

a month ago seen See more...

Client Service Officer (Casual)

Retirewell Financial Planning

Brisbane, QLD

General office admin duties including shared phone roster. Maintaining client records in our XPlan database. Assistance with preparing for client reviews and processing action items / signed documents.. Making phone calls to foll...

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Client Services Officer

Stirling Partners

Claremont, WA

Creating the best experience possible for our clients, ensuring their service expectations are met.. Improving the efficiency of our Workflow and client communication process by building a strong rapport/relationship with the cli...

a month ago seen See more...

Client Services Officer

Cohealth

Triabunna, TAS

Part-time, Ongoing and casual roles available at Bicheno Medical Clinic and casual roles available at Triabunna Medical Clinic Work for a multi-award-winning iconic community health organisation. Generous salary packaging options...

a month ago seen See more...

Administrator (ASIC) / Client Services - Part time!

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

a month ago seen See more...

Client Services Officer

South Australia Police

Kingscote, SA

The incumbent must hold a current Australian work eligibility status and will be subject to a criminal history check. The incumbent may be assigned to other duties at this remuneration level or equivalent. Some out of hours work a...

a month ago seen See more...

Client Services Officer

South Australia Police

Gawler, SA

The incumbent must hold a current Australian work eligibility status and will be subject to a criminal history check. The incumbent may be assigned to other duties at this remuneration level or equivalent. Some out of hours work a...

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Client Services Officer

South Australia Police

Gawler, SA

Term part-time vacancy (0.8 FTE) up to 15/11/2024.The Client Services Officer is a multi-skilled administration position accountable to the Administration Manager and has a close working relationship with managers responsible for...

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Client Services Officer

Strategem

Bendigo, VIC

Is motivated by being challenged and driven to exceed expectations. Is passionate about people and goes above and beyond to provide a good client experience. Possesses initiative and the ability to work flexibly within a team. Is...

a month ago seen See more...

Client Services Officer

Unitingcare Sa

Port Pirie, SA

Flexible working arrangements and salary packaging benefits. An inclusive culture of dedicated, passionate and professional team members. A seat at the table where grassroots changes/improvements are made to tackle social justice...

a month ago seen See more...

Client Service and Reporting Administrator

Professional Risk Underwriting Pty Ltd

Melbourne, VIC

CLIENT SERVICE AND REPORTING ADMINISTRATOR CONSUMER AND MOTOR DIVISIONAbout the jobProRisk is seeking a Client Service and Reporting Administrator to join our rapidly growing Consumer Business. The role is responsible for analysin...

a month ago seen See more...

Client Service officer

Australian Ears And Hearing Care

Darwin, NT

Australian Ears and Hearing Care, a leading provider of hearing solutions, is looking for a dedicated customer service assistant to join our dynamic team. This is an incredible opportunity to contribute to a mission that focuses o...

a month ago seen See more...

Client Services Officer

Cohealth

Triabunna, TAS

Part-time, Ongoing and casual roles available at Bicheno Medical Clinic and casual roles available at Triabunna Medical Clinic. Work for a multi-award-winning iconic community health organisation. Generous salary packaging options...

a month ago seen See more...

Senior Technician (Client Services)

Tasmanian Government

Hobart, TAS

$95,393-100,067 per year

Identify, develop and implement creative technical solutions by undertaking research, analysis and testing. Interpret guidelines, systems and processes to find alternative approaches to resolve operational problems and share ideas...

a month ago seen See more...

Client Services Officer

Government Of South Australia

Gawler, SA

$57,842-62,221 per year

The incumbent must hold a current Australian work eligibility status and will be subject to a criminal history check. The incumbent may be assigned to other duties at this remuneration level or equivalent. Some out of hours work a...

a month ago seen See more...

Client Services Administrator

Findex

Tasmania

Permanent

Findex allows you to be the best version of yourself. Work for a company that develops and promotes its own talent. 3 Month Max term contract full time/ part time. Take charge of diverse administrative tasks, from lodging tax retu...

2 months ago seen See more...

Client Services Officer

Government Of South Australia

Kingscote, SA

$58,709-63,154 per year

The incumbent must hold a current Australian work eligibility status and will be subject to a criminal history check. The incumbent may be assigned to other duties at this remuneration level or equivalent. Some out of hours work a...

2 months ago seen See more...

Senior Client Services Officer

State Government Of Victoria

Bendigo, VIC

$74,580-90,558 per year

resume. a short covering letter....

2 months ago seen See more...

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....

2 months ago seen See more...

Senior Client Services Officer

Magistrates' Court Of Victoria

Bendigo, VIC

resume. a short covering letter....

2 months ago seen See more...

Senior Client Services Officer

Heathcote Health

Bendigo, VIC

resume. a short covering letter....

2 months ago seen See more...

Client Services Officer

Canny Group

North Geelong, VIC

$55,000 - $65,000 a year

Providing comprehensive administrative support to our Financial Advisers;. Conducting research to assist in the preparation of advice documents. Managing implementation (strategy, investment, and insurance) for our clients;. Assis...

2 months ago seen See more...

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