LoginRegister

Senior Client Service Officer jobs

Now available 446 results are consistent

Sort by:relevance - date

CLIENT SERVICES OFFICER

Highly developed attention to detail and accuracy skills. Demonstrated ability to manage time, prioritise tasks and achieve goals. Demonstrated ability to manage multiple small projects / jobs at the same time, from start to finis...

CompanyUlton
AddressBundaberg, QLD
CategoryAccounting & Finance
Date Posted 6 days ago See detail

Client Services Officer

Ulton

Bundaberg, QLD

Highly developed attention to detail and accuracy skills. Demonstrated ability to manage time, prioritise tasks and achieve goals. Demonstrated ability to manage multiple small projects / jobs at the same time, from start to finis...

6 days ago seen See more...

Client Services Officer

Kelly+Partners

Raymond Terrace, NSW

We are a people first organisation that is strongly driven by our values and mission to help private business owners be better off. We are a certified Great Place to Work - We know that our people are the most important part of ou...

6 days ago seen

Client Services Officer

Dillon Clyne Pty Ltd

Melbourne, VIC

Preparation of Review reports. Liaise with Accountants, Fund Managers, Superannuation Providers (particularly Hub24) and other third parties. Maintain XPlan. Managing Client Reviews, FDSs and Opt ins as well as Ongoing Service...

6 days ago seen See more...

Client Services Officer

Icare

Sydney, NSW

24 Month Fixed Term Contract with a 35 hour working week. 17.5% annual leave loading and flex leave. Hybrid working environment, offering starting salary of $93,295. A corporate wellbeing program with subsidised gym membership, fr...

6 days ago seen See more...

Senior Property & Client Service Officer

Daniel Perry

Dubbo, NSW

$100,000 per year

Our client are a well established NSW Government body, established to ensure that Aboriginal and Torres Strait Islander people have access to affordable, quality housing. They are now after an experienced Client Service Manager to...

2 months ago seen See more...

Senior Property & Client Service Officer

Select Aust Sydney

Dubbo, NSW

$100,000 - $100,000 a year

Paying $550 + super per day Dubbo NSW Location Contract until 31st December 2024 About the Role Our client are a well established NSW Government body, established to ensure that Aboriginal and Torres Strait Islander people have ac...

2 months ago seen See more...

Senior Property & Client Service Officer

Randstad

Dubbo, NSW

Contract

Paying $550 + super per day. Dubbo NSW Location. Contract until 31st December 2024. Assess local properties and report on fit for use, property condition, quotation of cost of repair and refurbishment priority to address client ne...

2 months ago seen See more...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

2 months ago seen See more...

Senior Property & Client Service Officer

Randstad - Business Support

Dubbo, NSW

$550 + super per day

Paying $550 + super per day. Dubbo NSW Location. Contract until 31st December 2024. Assess local properties and report on fit for use, property condition, quotation of cost of repair and refurbishment priority to address client ne...

2 months ago seen See more...

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...

a week ago seen See more...

Wealth Advisory Client Service Officer

Fs Recruitment Solutions

Melbourne, VIC

Arranging client appointments. Preparation of Investment Reviews and Records of Advice (RoAs). Client Portfolio administration / implementation. Liaising directly with clients and fund managers regarding portfolio issues, queri...

a week 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...

a week ago seen See more...

Client Services Officer

Troocoo

Brisbane, QLD

Supporting the Financial Planners in day-to-day financial planning administration. Liaison and follow up of clients and third parties. Conduct research on a range of topics including superannuation and insurance. Create comparison...

a week ago seen

Client Service Officer - Path to Associate Advisors

Patrick John Walford

Sydney, NSW

Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...

a week ago seen See more...

Client Service Officer

Advance Recruitment Partners

North Perth, WA

Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients wi...

a week ago seen See more...

Client Service Officer - Path to Associate Advisors

Patrick John Walford

Brisbane, QLD

Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...

a week ago seen See more...

Client Services Officer

Qc Accountants Pty Ltd

Southport, QLD

Client Onboarding and Support: Guide clients through their journey with us, from onboarding to the delivery of their work. Service Standard Maintenance: Uphold the firms service standards when working with clients and team members...

a week ago seen See more...

Client Service Officer/Assistant

Profusion Group

Sydney, NSW

Support the team with regular admin tasks i.e. doc prep, data entry, reporting. Prepare and complete necessary paperwork to execute recommendations from the Statement of Advice (SoAs), including application forms, redemption/rollo...

a week ago seen

Client Service Officer - UHNW Clients

Candor Recruitment

Hobart, TAS

Timely and accurate implementation of all advice documents. Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Implementing investment transactions,...

a week ago seen See more...

Client Services Officer

Abnaustralia.com.au

Adelaide, SA

Client engagement support (e.g. onboarding and offboarding clients, scheduling, etc.). CRM and other systems administration. Tax and Accounting service support (e.g. preparation of compliance calendars, assistance with BAS/IAS lod...

a week ago seen See more...

Client Service Officer | Sunshine Coast | $88k

Jenner Recruitment

Queensland

Implementation of advice. Client and advisor liaison. Management of ongoing tasks through Xplan. Completion of ROA on occasion. Proactively chasing up documentation from clients, advisors and outside third parties. Undertake Clien...

a week ago seen

Client Services Officer

Abn Australia

Adelaide, SA

Client engagement support (e.g. onboarding and offboarding clients, scheduling, etc.). CRM and other systems administration. Tax and Accounting service support (e.g. preparation of compliance calendars, assistance with BAS/IAS lod...

a week ago seen See more...

Client Service Officer

Gallagher Au

Mulgrave, VIC

Maintaining and developing business opportunities with existing clients. On renewal, reviewing cover to identify opportunities to cross sell associated Gallagher products. Handle claims on behalf of clients liaising with Claims an...

a week ago seen See more...

Client Service Officer | SES SYD & NSYD Districts

Department Of Communities And Justice

Maroubra, NSW

Multiple Ongoing Opportunities across the Sydney, South Eastern Sydney, Northern Sydney District. A talent pool may be created for future ongoing and temporary roles, that is valid for a period of up to 18 months.. Base Salary ran...

a week 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...

a week 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...

a week ago seen See more...

Wellbeing Services Senior Officer - Warruwi, NT

West Arnhem Regional Council

Darwin, NT

Diploma in Business or Community Services and/or equivalentrelevant experience,. Good interpersonal skills,. Well developed written and verbal communication skills,. Success in leading and motivating staff,,. Experience in confli...

5 days ago seen See more...

Senior Protective Services Officer

Queensland Police Service

Maroochydore, QLD

Senior Protective Services Officers undertake duties at a range of State Government buildings, courthouses, and schools. You will provide security services to Queensland Government infrastructure facilities to ensure the safety an...

6 days ago seen See more...

Senior Support Service Officer

Central Adelaide Local Health Network

Northfield, SA

Central Adelaide Local Health Network, Northfield. Salary WHA-5$1,132.50 -$1,144.10 per week. Full-time temporary up to 30/11/24. Must be willing to work a 7 day, rotating roster, especially nightshift...

6 days ago seen See more...

Senior Customer Service Officer / Automotive Service Advisor with a twist

Midas Darra

Darra, QLD

Superior Customer Service skills and the ability to multi-task. A sound mechanical aptitude. Confidence and ability to discuss vehicle repairs, service and parts on a variety of modern vehicles. A current drivers licence. Ability...

6 days ago seen See more...

see more

Fastest job search tips

Search on Google

"Keyword" + au.123work.net

For example: Senior Client Service Officer jobs au.123work.net

Home
Create Cover Letter
Create CV
Account
More