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CLIENT SERVICES OFFICER/ASSOCIATE PARA-PLANNER

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...

CompanyPortum Private Wealth Pty Limited
AddressSydney, NSW
CategoryAccounting & Finance
Date Posted a month ago See detail

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...

a month ago seen See more...

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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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 - $...

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

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 - $...

a month ago seen See more...

Switchboard and Mailroom Business Support Officer - Client Services

Act Health

Canberra, ACT

Employment Type: Full Time, PermanentClassification: Administrative Service Officer 6 (PN 24297) Salary: $95,746 - $109,072 (Plus 11.5% Super)Location: Canberra Hospital, GarranSection: Client ServicesClosing Date: 31 May 2024Wha...

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

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 - $...

a month ago seen See more...

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 Manager

Hays Recruitment

Adelaide, SA

ASIC company compliance. ATO responsibilities and correspondence. Client relationships and liaison. Billings and fees and workflow management. Partner assistance and support such as diary management and email support. General admi...

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Client Services Manager

Barkuma Incorporated

Elizabeth, SA

Provide direction and manage the performance and development of the Client Services Team and the Workplace Trainer.. Oversee work experience placement, employment startup and induction within BCS including the establishment and r...

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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...

a month ago seen See more...

Client Services Officer (CSO) - Life Insurance

Mad About Life - Risk Advice

Paradise Point, QLD

Delivering exceptional customer service via phone, digital meetings, and email. Assisting the advice team with risk research, pre-assessments, and quoting. Managing the implementation & application process for all retail insurance...

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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 - $...

a month ago seen See more...

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 - $...

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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...

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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...

Team Leader Client Services – Northern Rivers

Acon Health Limited

NSW Regional

Annual Package

ACON Health provides services to people living with (PLHIV), affected by or at risk of HIV, and to sexuality and gender diverse people in NSW that are aged 18 or over. ACONs regional services are responsible for the delivery of A...

a month ago seen

Client Service Associate - Lending Operations

Anz

York, WA

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

2 months ago seen See more...

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...

Portfolio Services Analyst (Macquarie Asset Management)

Macquarie Group

Australia

Permanent

Bachelor's Degree in a related field and 4+ years' experience at a buy-side Investment Management firm. Strong attention to detail, ability to problem-solve, and look for continual ways to improve processes. Strong numerical and a...

2 months ago seen See more...

Part-Time Client Services Associate (Graduate/Entry Level)

Cmc Markets

Sydney, NSW

Permanent

Ensure timely support for our Stockbroking clients by providing exceptional experiences. Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, a...

2 months ago seen See more...

Client Service Officer (Maternity Leave Cover)

Alinea Inc.

Shenton Park, WA

Main point of contact for all Home Care Disability clients and support workers. Coordination/scheduling of Support Workers. Arrange and participate in promotional events. Reporting and claiming via the National Disability Insuranc...

2 months ago seen See more...

Client Services Coordinator

Findex

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...

2 months ago seen See more...

Associate Level 2 - Client Services

Fidelity International

Kingswood, SA

Handle customer interactions through a range of channels, primarily phone and also email and letter - understanding the customer & their needs to provide the right solutions to them. Take ownership of every customer interaction to...

2 months ago seen See more...

Team Leader Client Services – Northern Rivers

Acon

Lismore, NSW

ACON Health provides services to people living with (PLHIV), affected by or at risk of HIV, and to sexuality and gender diverse people in NSW that are aged 18 or over. ACONs regional services are responsible for the delivery of A...

2 months ago seen See more...

Team Leader Client Services – Northern Rivers

Acon

New South Wales

ACON Health provides services to people living with (PLHIV), affected by or at risk of HIV, and to sexuality and gender diverse people in NSW that are aged 18 or over. ACONs regional services are responsible for the delivery of A...

2 months ago seen See more...

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...

Senior Technician (Client Services) (519717)

Tasmania Government

Tasmania

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...

2 months ago seen See more...

Client Services Administration - Accounting Sector

Lloyd Recruitment Group

Subiaco, WA

Administration Support including the collection and management of ATO, Client and ASIC data. Support the Accounting team by completing word processing, spread sheeting, data entry and other projects and tasks when required. Close...

2 months ago seen See more...

2 x Client Services - Relationship Manager / Advice Professionals

Advance Recruitment Partners

North Sydney, NSW

Develop strong relationships with key clients and third-party professionals. Become a point of contact for them to call/email with all administrative tasks and queries. Work with your Adviser, the Onboarding Team and Implementatio...

2 months ago seen See more...

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