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CLIENT SERVICES ASSOCIATE
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
| Company | Applied Wealth |
|---|---|
| Address | North Sydney, NSW |
| Category | Accounting & Finance |
| Date Posted | 3 weeks ago See detail |
Client Services Associate
Applied Wealth
North Sydney, NSW
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
3 weeks ago seen See more...
- View all - jobs in North Sydney, NSW
Client Services Manager
Armada Accountants & Advisors
Osborne Park, WA
Act as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service. Administration support to the Financial Planning team. Maintaining client data base. Preparation of client r...
3 weeks ago seen See more...
Client Services Manager
Spotless
Perth, WA
Engage directly with clients to understand their needs and provide exceptional service. Accountable for the Downer budget for the relevant state(s) including contract variations and scope management in alignment with expectations....
3 weeks ago seen See more...
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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...
- View all - jobs in Adelaide, SA
Client Services Manager - Adelaide Metro
Cara Inc
Adelaide, SA
Competitive remuneration package plus salary packaging benefits (up to $15,899 tax free and $2,650 tax free on meals and entertainment). Vehicle allowance of up $8,000. Rewarding and friendly work environment. Career opportunities...
3 weeks ago seen See more...
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Administration / Client Services (IVANHOE)
Ascot Wealth Management
Ivanhoe, VIC
To allow for school drop off and pick-ups where applicable. Working 3, 4 or 5 day working week, the choice is yours. Have experience with Xplan, Wealth Solver & Risk Researcher. Support the team with administrative requirements t...
3 weeks ago seen See more...
- View all - jobs in Ivanhoe, VIC
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...
3 weeks ago seen See more...
- View all - jobs in Southport, QLD
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...
3 weeks 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,...
3 weeks ago seen See more...
- View all - jobs in Hobart, TAS
Client Services Manager - Port Augusta
Cara Inc
Port Augusta, SA
Competitive remuneration package plus salary packaging benefits (up to $15,899 tax free and $2,650 tax free on meals and entertainment). Vehicle allowance of up $8,000. Rewarding and friendly work environment. Career opportunities...
3 weeks ago seen See more...
- View all - jobs in Port Augusta, SA
Client Services Manager
Barry Plant
Wantirna, VIC
Organising trades to prep properties for market. Manage schedules and appointments. Liaise with solicitors/conveyancers for contracts and amendments. Set up new listings and marketing requirements within the system. Proof marketin...
3 weeks ago seen See more...
- View all Barry Plant jobs - jobs in Wantirna, VIC
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...
3 weeks ago seen See more...
- View all - jobs in Adelaide, SA
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...
3 weeks 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...
3 weeks ago seen See more...
- View all - jobs in Adelaide, SA
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...
3 weeks ago seen See more...
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Client Services Consultant
Perpetual
Sydney, NSW
Work from anywhere in Australia for up to one month each year. An annual allowance to empower you to prioritise your personal wellbeing. Access to LinkedIn learning, study support and commitment to supporting professional develop...
3 weeks ago seen See more...
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Client Services Specialist
Marsh Insurance
Sydney, NSW
Interesting and diverse client portfolio. Leading training and development program. Professional environment where your career path really matters and is supported in our global organization. Successful, established corporate team...
3 weeks ago seen See more...
- View all Marsh Insurance jobs - jobs in Sydney, NSW
Client Services Support Engineer
Hsbc
Sydney, NSW
Maintain high availability and stability of production services, investigate system errors and resolve within a timely manor. Report and communicate/ escalate recurring support incidents to regional and local quality teams meeti...
3 weeks ago seen See more...
- View all - jobs in Sydney, NSW
Client Services / Sales / Database Coordinator
Proteus Enterprises
Adelaide, SA
Have a great attitude. Are flexible and hard working. Love helping people. Understand and can use CRMs and technology. Have great Administration and Telephone skills. Want to build a career. Love the sales process....
3 weeks ago seen See more...
- View all - jobs in Adelaide, SA
APS3 Client Service Centre Officer
Hays Recruitment
Canberra, ACT
City Location. Full time opportunity. Contact Alexander Morosin. Processing applications and preparing permission documents. Handling external and internal inquiries about regulatory services, including calls, internet inquiries,...
3 weeks ago seen See more...
- View all Hays Recruitment jobs - jobs in Canberra, ACT
Manager Client Support and Housing Services
State Government Of Victoria
Victoria
$130,673-174,869 per year
With a high level of understanding of the local context, strategically review and implement departmental initiatives and approaches that impact service delivery and service system issues and support those initiatives to meet depar...
3 weeks ago seen See more...
- View all - jobs in Victoria
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...
- View all - jobs in Parramatta, NSW
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...
3 weeks ago seen See more...
- View all - jobs in Maroubra, NSW
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...
- View all - jobs in Merimbula, NSW
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...
3 weeks ago seen See more...
- View all Hays Recruitment jobs - jobs in Newcastle, NSW
Client Services Manager | Commercial Cleaning
Smart Cleaning Solutions
Melbourne, VIC
Manage a portfolio of Commercial Cleaning accounts, ensuring all client needs are met and expectations exceeded. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues promptly and effectivel...
3 weeks ago seen See more...
Client Services Centre Officers
Compas
Canberra, ACT
Deliver timely and accurate processing of applications for regulatory application services in compliance with standard operating procedures. Provide consistent and accurate advice to industry in accordance with legislation and Pro...
3 weeks ago seen See more...
- View all Compas jobs - jobs in Canberra, ACT
Client Services Coordinator | Rostering Coordinator
Interact Australia
Elizabeth, SA
Competitive remuneration and conditions, including penalty rates, kilometers reimbursement while on shift and a broken shift allowance. Not-for-profit salary packaging for $15,800 per year for general bills and expenses, plus an a...
3 weeks ago seen See more...
- View all Interact Australia jobs - jobs in Elizabeth, SA
Client Services Coordinator | Rostering Coordinator
Interact Australia
Christies Beach, SA
Competitive remuneration and conditions, including penalty rates, kilometers reimbursement while on shift and a broken shift allowance. Not-for-profit salary packaging for $15,800 per year for general bills and expenses, plus an a...
3 weeks ago seen See more...
Client Services Officer
Assure Programs
Canning Vale, WA
Take inbound calls and confidentially capture caller data into our systems. Listen to the client and provide information on Assures counselling, wellbeing, coaching and development programs. Schedule appointments between the clie...
3 weeks ago seen See more...
- View all Assure Programs jobs - jobs in Canning Vale, WA
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