Wir haben weitere aktuelle Stellen in diesem Bereich, die Sie unten finden können
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Client Services Specialist
vor 1 Monat
Melbourne, Österreich Marsh VollzeitMarsh is seeking candidates for the following position based in Melbourne office:Client Services SpecialistThe Energy and Power team is a dynamic global team (700 colleagues across Marsh globally) that advises companies and industry in relation to the energy, power, and renewable energy sectors. The role will report directly into the Speciality Operations...
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Client Services Specialist
vor 4 Wochen
Melbourne, Österreich Marsh VollzeitMarsh is seeking candidates for the following position based in Melbourne office:Client Services SpecialistThe Energy and Power team is a dynamic global team (700 colleagues across Marsh globally) that advises companies and industry in relation to the energy, power, and renewable energy sectors. The role will report directly into the Speciality Operations...
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Client Support Services
vor 3 Wochen
East Melbourne, Österreich neurocare Clinics Australia VollzeitPosition Summary:A vacancy exists with our Melbourne team for a highly skilled, motivated and enthusiastic Client Support & Administration Officer with appropriate knowledge and skills in mental health to join our friendly and supportive team within teams at our Hawthorn and East Melbourne Clinics.neurocare is a multi-national organisation and has become a...
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Client Executive
vor 2 Monaten
Melbourne, Österreich Marsh VollzeitMarsh is seeking candidates for the following position based in Melbourne CBDClient Executive (Insurance Broker)What can you expect?The Client Executive in Honanâs Real Estate division is responsible for contributing to the business growth objectives of Honan Insurance Group through the development of new business and retention of existing business,...
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Client Executive
Vor 2 Tagen
Melbourne, Österreich Marsh VollzeitAre you looking to join a brand that is known as a challenger within its industry and a pioneer of innovation? Do you have an interest in Construction and Building? As part of the dynamic Honan Insurance Group, we are seeking a self-motivated, goal oriented and experienced Client Executive to join our specialty Construction and Builders Warranty (BRIC) team,...
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Client Relationship Manager
Vor 7 Tagen
Melbourne, Österreich Marsh VollzeitMarsh is seeking candidates for the following position, based in the Melbourne office:Client Relationship ManagerWhat can you expect? An exciting opportunity has become available for a Client Relationship Manager or Principal to join Marsh in Melbourne. Working within the Affinity team, you will be responsible for the growth, profitability and client...
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Client Manager
vor 3 Monaten
Melbourne, Österreich Marsh VollzeitMarsh is seeking candidates for the following position based in our Melbourne office.Client ManagerWe have an excellent opportunity for an experienced Client Manager with a strong background in account management in General Insurance, to join our Corporate team.What is in it for you?Marsh strongly believes in âFeeling comfortable bringing your whole...
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Client Executive
vor 1 Monat
Melbourne, Österreich Marsh VollzeitJoin our team at Marsh as a Client Executive â Strata  and contribute to our business growth objectives.What to Expect:In this role, you will be responsible for developing new business and retaining existing business within the Strata team. You will manage a portfolio of accounts, provide high-quality customer service, and coordinate and develop a...
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Client Associate
vor 4 Wochen
Melbourne, Österreich Advertising Industry Careers VollzeitWe are on the lookout for talented humans who are looking to make their mark in the digital, media and advertising world!dentsu is a network designed for what’s next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands; Carat, Dentsu Creative,...
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Client Relationship Manager
vor 2 Monaten
Melbourne, Österreich Cognizant VollzeitPosition Title: Client Relationship Manager Location: Melbourne, Australia Reports To: Client Partner About Cognizant Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process services, dedicated to helping the world's leading companies build and run stronger businesses. Cognizant combines a...
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Account Executive
vor 1 Monat
Melbourne, Österreich WTW VollzeitWTW is seeking a full time Account Executive to join our fast paced and vibrant Commercial team in our Melbourne office. The successful candidate will be responsible for and have experience in all aspects of client servicing to maintain and grow an existing book of SME and Commercial business, along with a portfolio of high-net-worth Private Clients. Key to...
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Innovation Designer
vor 1 Monat
Melbourne, Österreich IBM VollzeitIntroduction Ranked by Forbes as one of the world's best employers in 2022, IBM promotes growth and innovation to lead as we enter the era of hybrid cloud and AI - helping clients transform their business. As an Innovation Designer, you will be a member of a technical sales agile team to co-develop innovative business solutions with our clients. You...
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Service Executive
vor 1 Monat
Melbourne, Österreich Marsh VollzeitMarsh is seeking candidates for the following position based in Melbourne CBDService Executive (Insurance Broker)What can you expect?The Service Executive in Honanâs Real Estate division is responsible for the servicing of a portfolio of accounts which is allocated by the Account Manager, ensuring high quality customer service. In this role, youâll...
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Sales Executive
Vor 6 Tagen
Melbourne, Österreich CSC (Corporation Service Company) VollzeitTitle: Sales ExecutiveLocation: Melbourne, AustraliaWorking Hours: Monday to Friday - 9am - 5.30pmHybrid – 2-3 days in the officeSummary:Want to be part of a global organization that values teamwork and collaboration? These are just two of the core values at CSC where our staff work together to develop and build new business opportunities, establish...
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Investment Performance Analysis, Officer
vor 1 Monat
Melbourne, Österreich State Street VollzeitWho we are looking for:We are looking for an exceptional individual to become an Investment Analytics (IA) client lead covering investment performance, attribution, risk, and mandate compliance working in our regional IA team.Why this role is important to us:The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset...
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Melbourne, Österreich State Street VollzeitWho we are looking forThe ideal candidate will have a deep techno-functional background working with major fund management and/or banking software applications, preferably within a front office environment. They will also have a deep understanding of fund management and/or front-office terminology and operations, proven leadership & managerial experience of...
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Guest Service Officer
vor 1 Woche
MELBOURNE, Österreich Hyatt VollzeitDescription: About Hyatt At Hyatt we care for people so they can be their best. Care comes from an authentic place of empathy and human connection. We do this by truly seeing people and getting to know them as unique individuals, to enable us to design and deliver personal experiences . With over 590 properties around the world, our brands...
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Senior Relationship Manager Business Development
vor 3 Wochen
Melbourne, Österreich BNY VollzeitAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...
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Office Manager
vor 3 Wochen
Melbourne, Österreich Advertising Industry Careers VollzeitWe are QMS, a leading outdoor media company in Australia, specialising in providing engaging, impactful, and innovative advertising solutions across our premium outdoor media network.Our portfolio of exceptional digital and traditional large format billboards, exclusive street furniture and airport offerings, provide advertisers with tailored and flexible...
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Professional Services Consultant
vor 3 Wochen
Melbourne, Österreich Proofpoint VollzeitIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Corporate Overview Proofpoint is a leading cybersecurity company protecting organizations’ greatest assets and biggest risks: vulnerabilities in people. With an integrated suite of cloud-based...
Client Service Officer
vor 2 Monaten
Melbourne, Australia
Careers start with care.
At William Buck, we know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.
Time to work where you matter.
More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognized for who they are and given every opportunity to progress in a way that fulfills both their talents and aspirations. William Buck people enjoy better careers because we care. It's that simple. It's why our clients succeed too.
Care for a career with a company that cares?
The opportunity:
We are seeking a Wealth Advisory Client Service Officer with approximately 2+ years' experience in a similar position, ideally within a professional services environment or boutique practice. This role will appeal to applicants who thrive on providing timely and efficient support.
You will be responsible for:
- Arranging client appointments
- Preparation of Investment Reviews and Records of Advice (RoA's)
- Client Portfolio administration / implementation
- Liaising directly with clients and fund managers regarding portfolio issues, queries & updates.
- Maintaining and managing X-Plan
- Buying/selling investments directly or via broker or platform
- Collection and preparation of supporting tax return documentation for internal and external accountants
- Working closely with numerous advisors within the business
About you:
- Completed a bachelor's degree or equivalent work experience
- 2+ years' experience in similar role
- Experience with XPlan financial planning software
- Demonstrated ability to use initiative and manage a project through to completion
- Demonstrated ability to meet deadlines and identify and deal with problems
- Impeccable customer service
- Advanced MS Office knowledge
- Excellent grammar and communication skills
- Strong understanding of the financial planning process
To join our team, please click on the link and apply today - we are waiting to meet with you #J-18808-Ljbffr
