Client Services Officer
vor 12 Stunden
We are a self‑licensed financial advice business based in Mornington, searching for a permanent part‑time (minimum 25 hours per week) or full‑time Client Services Officer to join our team. You’ll play a key role in creating a welcoming, professional environment that reinforces their commitment to excellent customer care. Working in a small team your role will be to provide administration support to one of our Financial Planners. The position is office based, hours spread across Monday to Friday, with flexibility provided for start and finish times. Position Overview: Welcoming clients – telephone and in person Maintain and update client databases and files to ensure compliance and accuracy Prepare forms and reports for clients Handle client implementation processes, including preparation of necessary paperwork Support the Financial Planner with administration tasks, such as diary management, documents for client review meetings and coordinate and schedule client meetings Position Requirements: Previous experience within the financial services sector (preferred but not essential as training shall be provided) Studying a Finance degree or similar would be look on favourably Proficiency with XPlan will be highly regarded, strong Microsoft Office skills is a requirement The ability to work effectively in a team Strong attention to detail and proven accuracy in your work Outstanding customer services capabilities and a proactive, solutions‑focused approach The ability to prioritise tasks, multitask and adapt to shifting priorities We will offer ongoing training and professional development in the financial planning field, a supportive and collaborative team environment and an opportunity to develop your career. #J-18808-Ljbffr
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Client Services Officer
vor 13 Stunden
City of Melbourne, Österreich Fiducian Financial Services VollzeitFiducian Financial Services – Mulgrave VIC Are you a skilled Client Services Officer looking to develop your career within the financial services industry? We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Mulgrave office and offers a...
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Client Services Response Officer
vor 1 Woche
City of Melbourne, Österreich Hearth Support Services VollzeitAre you looking for a meaningful job? Do you have a passion for helping others and making a positive impact to someone’s life? Due to substantial growth, we are looking for Client Services Response Officer / s (CRO) to join Hearth Support Services and contribute in our pledge to be a driving force in changing the Disability sector to improve quality of...
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Senior Insurance Client Services Officer
vor 2 Wochen
City of Melbourne, Österreich Curo Financial Services VollzeitSenior Insurance Client Services Officer We are a growing specialist insurance advice firm based in North Sydney, helping clients protect their families, businesses and lifestyles. Due to strong growth and increasing client demand, we’re looking for a senior, hands-on operations/admin professional to help us maintain high standards of service, efficiency...
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Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Mercer VollzeitJoin to apply for the Client Service Officer role at Mercer We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between...
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Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Marsh & McLennan Companies VollzeitCompany:Mercer Description: We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between our clients and financial...
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Client Service Officer
vor 4 Wochen
City of Melbourne, Österreich Ambition Group VollzeitClient Service Officer We’re looking for a proactive Client Service Officer to support both domestic and international custody clients on a contract basis. This role is central to ensuring smooth day-to-day operations across trade support, settlements, and corporate actions, while maintaining high service standards and acting as a key escalation point. Key...
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Client Services Officer
Vor 7 Tagen
City of Melbourne, Österreich Michael Page Australia VollzeitOverview Are you Passionate about Crypto? Are you interested in launching your career in the world of brokerage? About Our Client This role is with a professional organisation in the financial services sector. As a small-sized company, they pride themselves on delivering tailored solutions and maintaining strong relationships with their clients. Their...
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Client Services Officer
vor 13 Stunden
City of Melbourne, Österreich The Gild Group VollzeitAbout Us The Gild Group is one of Australia's fastest growing fully integrated multidisciplinary professional services firms with a comprehensive suite of best-in-class services across wealth, accounting, finance, legal, insurance, venture capital, incentives & grants and marketing. We are committed to creating lasting positive impact for our employees, our...
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Client Services Office
vor 4 Wochen
City of Melbourne, Österreich Sherpa Financial Group, Australia VollzeitSherpa Financial Group, based in Australia, is dedicated to guiding clients through the complexities of the financial landscape, ensuring they achieve their financial goals while providing unwavering support throughout their journey. The organisation specialises in a wide range of financial services, including strategic financial planning, superannuation and...
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Client Services Officer
Vor 3 Tagen
City of Melbourne, Österreich Findex Group Limited VollzeitClient Services Officer We are looking for a motivated and people-focused Client Services Officer to join our Perth office. This role combines providing excellent client service support for the Accounting & Tax team and being the first point of contact at front reception. What will your typical week look like? Handle incoming phone calls, emails, and...
