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Senior Client Service Officer jobs in New South Wales

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CLIENT SERVICE OFFICER (FINANCE GRADUATES WELCOME)

Seeking a company that will offer genuine career progression opportunities? Suffering w. internal politics & minimal flexibility? Not appreciated or well rewarded for your hard work? Be the main point of contact for clients in the...

CompanyPivot Wealth Pty Ltd
AddressSydney, NSW
CategoryAccounting & Finance
Salary$60,000 - $70,000 a year
Job typeFull time
Date Posted a month ago See detail

Client Service Officer (Finance Graduates Welcome)

Pivot Wealth Pty Ltd

Sydney, NSW

$60,000 - $70,000 a year

Seeking a company that will offer genuine career progression opportunities? Suffering w. internal politics & minimal flexibility? Not appreciated or well rewarded for your hard work? Be the main point of contact for clients in the...

a month ago seen See more...

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

a month ago seen See more...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

a month ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

a month ago seen See more...

Client Service Officer

Wealth Journey

Sydney, NSW

Display a high level of personal integrity and professionalism when representing Wealth Journey. Ensuring compliance with company policies, procedures and regulatory frameworks at all times. Communicating with clients to understan...

2 months ago seen See more...

Client Service Officer

Atlamgroup

Parramatta, NSW

Client Service Officer | 3 Month Contract | $38.85 P/H inc. Super $35 p/h Super 3 Month Contract (potential to extend) Parramatta (Fully in office) About the Company This NSW Government agency is entrusted with ensuring that clien...

2 months ago seen See more...

Client Services Officer

Advice2Talent

Wollongong, NSW

Schedule client meetings with Advisers, coordinating availability and preferences. Liaise with clients to gather necessary information and documentation for their SMSFs. Assist in the implementation process, ensuring all paperwork...

2 months ago seen See more...

Client Services Officer

People With Disability Australia

Surry Hills, NSW

2 full time positions on a 12-month contract with possible extension. Surry Hills, close to major transports subs and eateries. Generous above Award remuneration with NFP salary packaging. You enjoy being of service to people a...

2 months ago seen See more...

Client Services Officer

Paxus

Parramatta, NSW

Investigative Mindset: You'll need to dig deep to uncover information and solve complex problems related to Trusts, POAs, and Estates. Excellent Communication Skills: From interacting with clients and professionals to collaboratin...

2 months ago seen See more...

Principal Client Services Officer

Nsw Trustee And Guardian

Parramatta, NSW

$106,025 - $117,363 a year

One ongoing full-time opportunity. Talent pool created for future opportunities. Location: Parramatta.Flexible and hybrid working options are available. Clerk Grade: 7/8. Base salary: $106,025 pa to $117,363 pa plus super and an...

2 months ago seen See more...

Client Service Officer

Department Of Communities And Justice

Dubbo, NSW

Location: Dubbo, Cowra, Orange, Parkes and Bathurst (Southern and Western NSW District - Homes NSW). Employment - Temporary Full Time up for to 12 months with possible extension. Clerk Grade 2/4 - ($74,803pa - $86,593pa) plus supe...

2 months ago seen See more...

Client Service Officer

Audika

Lithgow, 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...

2 months ago seen See more...

Client Service Officer - Wealth Advising/Financial Planning

Hlb Mann Judd

Wollongong, NSW

Assistance with the implementation of SOA/ ROAs and co ordinating the advice documentation process, including transacting on client portfolios and maintenance of client file. All aspects of customer service with clients and interm...

2 months ago seen See more...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

2 months ago seen See more...

Client Service Officer

Aware Super

Sydney, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

2 months ago seen See more...

Client Service Officer

Department Of Communities And Justice

Dubbo, NSW

74803

Location: Dubbo, Cowra, Orange, Parkes and Bathurst (Southern and Western NSW District - Homes NSW). Employment - Temporary Full Time up for to 12 months with possible extension. Clerk Grade 2/4 - ($74,803pa - $86,593pa) plus supe...

2 months ago seen See more...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

2 months ago seen See more...

Financial planning – Client Services Officer/ Paraplanner

Sky Summit Financial

Erina, NSW

Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW. You will be joining a team of two senior Financial Advisers, to complement existing staff. Experience in financial...

2 months ago seen See more...

Client Service Officer

Aware Super

Wollongong, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

2 months ago seen See more...

Client Service Officer

Aware Super

Sydney, NSW

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;. Responding to client enquiries in person, by telephone and through written correspondence;. Providing admin suppo...

2 months ago seen See more...

Principal Client Service Officer

Nsw Trustee And Guardian

Sydney, NSW

Annual Package

One ongoing full-time opportunity. Talent pool created for future opportunities.. Location: Parramatta.Flexible and hybrid working options are available.. Clerk Grade: 7/8. Base salary: $106,025 pa to $117,363 pa plus super and...

2 months ago seen See more...

5x Client Service Officers | NSW State Government

Alexander Appointments

New South Wales

Temporary

29th April Start | Estimated 4-month assignment, with a potential to extend. Manage a busy caseload of complex and critical estates. Proactively manage and maintain systems, files and records. Develop strategies and make substitut...

2 months ago seen See more...

Client Service Officer

Chandler Macleod

Newcastle, NSW

$35.00 per hour

Managing a diverse portfolio of Trusts and Estates through various stages of administration. Upholding high standards of service delivery as set by our client. Effective communication with a broad range of clients, professionals,...

2 months ago seen See more...

Client Service Officer

Chandler Macleod Group

Newcastle, NSW

Managing a diverse portfolio of Trusts and Estates through various stages of administration. Upholding high standards of service delivery as set by our client. Effective communication with a broad range of clients, professionals,...

2 months ago seen See more...

Client Services Officer

Macquarie University

Ryde, NSW

$93,017 - $102,676 a year

Undertake daily inspections of all aspects of their Precinct, to ensure teaching spaces are set up appropriately between sessions, report on any damage or maintenance that needs attention, and be a first response to any operationa...

2 months ago seen See more...

Client Services Officer - Remote

Archer Group Enterprises

Sydney, NSW

Act as the primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner. Conduct active calling and email campaigns. Build and maintain strong relationships with clients, e...

2 months ago seen See more...

Client Service Officer

Lockton Companies

Sydney, NSW

Flexible, part-time role that can be performed anywhere in Australia. Work for the worlds largest privately owned insurance broker. Potential job share opportunity for two individuals. Managing inbound and outbound calls/email/ch...

2 months ago seen See more...

Client Services Officer

B & K Consulting

Sydney, NSW

$60,000 - $60,000 a year

Client review preparation - preparing client documents for review including generating records of advice and statement of advice. Assist in administration with the implementation of client portfolios into investment products a tim...

2 months ago seen See more...

5x Client Service Officers | NSW State Government

Alexander Appointments

Newcastle, NSW

$35 per hour + Super | 9am-5pm Monday to Friday. NSW State Government | Newcastle Location. 29th April Start | Estimated 4-month assignment, with a potential to extend. Manage a busy caseload of complex and critical estates. Proac...

2 months ago seen See more...

5x Client Service Officers | NSW State Government

Atlamgroup

Newcastle, NSW

$35 per hour Super | 9am-5pm Monday to Friday NSW State Government | Newcastle Location 29th April Start | Estimated 4-month assignment, with a potential to extend About the Company Our large NSW State Government client protects...

2 months ago seen See more...

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