Client Services Officer
vor 10 Stunden
Fiducian 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 competitive package, a professional and friendly team environment, and opportunities for professional growth. About the Role: As a Client Services Officer, your main responsibility will be to provide exceptional administrative support to designated Advisers. Your role will involve efficiently managing various business and administrative functions to ensure smooth operations, as well as acting as a reliable point of contact for our valued clients when the Adviser is unavailable. Strong written and verbal communication skills are vital for success in this role. Your responsibilities will include but will not be limited to: Efficiently manage and coordinate appointments and schedules, including the coordination of client review appointments. Receive and handle telephone calls and correspondence, both electronic and postal, ensuring appropriate distribution and timely action. Assist in directed marketing activities, such as coordinating seminars, distributing client newsletters, and managing email campaigns. Provide assistance during client appointments as needed, including tasks such as photocopying, word processing, and ensuring client comfort. Update client portfolios in preparation for client reviews, ensuring accurate and up-to-date information. Assist with basic calculations related to financial planning activities. Support the preparation of Records of Advice and other correspondence for clients. Manage all paperwork required for various transactions, such as insurance, investments, superannuation, SMSFs, in‑specie transfers, accounting data, and loans. Liaise with relevant parties as needed. Maintain client details, investments, review dates, and other relevant information in our financial planning CRM system (FORCe). Assist with meeting compliance standards and ensure organised management of client files. Provide assistance to other sections of the organisation as required, particularly during the absence of other team members. To be successful you will possess: Strong written and verbal communication skills. Previous experience in a similar administrative or client services role. Ability to efficiently manage appointments, schedules, and correspondence. Proficient in using office productivity tools (e.g., MS Office). Knowledge of financial planning concepts and regulations. Ability to work well within a team and independently. Excellent organisational and time management skills. Attention to detail and accuracy. We highly value ongoing training and development, and we are committed to providing opportunities for professional growth to enhance your skills and knowledge. How to Apply If you are ready to take on these responsibilities and contribute to our team, please click on "QUICK APPLY" to submit your CV and a cover letter explaining why you are the ideal candidate to join our team. This position is available for an immediate start. Only candidates eligible to work in Australia will be considered. Only shortlisted candidates that meet the position criteria and requirements will be contacted. #J-18808-Ljbffr
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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 10 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 Officer
vor 10 Stunden
City of Melbourne, Österreich seek.com.au VollzeitWe 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...
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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 2 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...
