Client Services Coordinator
vor 3 Wochen
Human Resources – People & Culture | The Gild Group Are you passionate about delivering exceptional client experiences and streamlining processes? Join Gild Wealth as a Senior Client Services Officer & New Client Coordinator , where you’ll play a key role in onboarding new clients and supporting our advisers to deliver outstanding service. About 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 clients and the professional services industry. We are client centric; we are innovative, we celebrate success. The Role and Opportunity What You’ll Do Coordinate the onboarding of new clients to ensure a seamless, positive experience. Implement advice for new and existing clients accurately and on time. Prepare review reports, client service agreements, fee forms, and associated documentation. Maintain client data in Xplan and other systems with precision. Liaise between advisers, technical support, and administration teams to keep workflows smooth. Assist with client meetings and follow-up actions. Identify opportunities to improve processes and enhance efficiency. What We’re Looking For Minimum 5 years’ experience in client administration within financial planning. Strong technical knowledge of SMSFs, trusts, investment platforms, managed portfolios, and insurance. Excellent Xplan skills and proficiency in Microsoft Office. Proven ability to implement advice and coordinate administration tasks. Exceptional attention to detail, problem‑solving skills, and ability to manage priorities. A proactive team player who thrives in a dynamic environment. Strong communication skills and commitment to client service excellence. Location This role is based in Moorabbin and offers built-in flexibility to support a healthy work‑life balance. During the first six months, you’ll be required to work on‑site to ensure a smooth onboarding and training experience. Our offices are based in Melbourne, Sydney, Brisbane, Gold Coast, Sunshine Coast, Townsville, Philippines and India. Why Join The Gild Group? Competitive remuneration based on experience. Genuine work‑life balance with hybrid flexibility. A supportive, people‑first culture that values innovation and growth. Exposure to diverse clients in Australia’s fastest‑growing industries. Opportunities for professional development and career progression within a fast‑growing diversified firm. Ready to Apply? We make hiring decisions based on your skills, experience, and passion. If you’re interested in this exciting role, please apply. #J-18808-Ljbffr
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Client Services Coordinator
Vor 3 Tagen
City of Melbourne, Österreich Nexia Perth VollzeitClient Services Coordinator – Nexia Perth Join to apply for the Client Services Coordinator role at Nexia Perth. Nexia Perth has an exciting opportunity for a full-time Client Services Coordinator role reporting to a team of accountants within our Business Advisory division. This role would suit a current undergraduate wanting experience in an accounting...
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Client Services Coordinator
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City of Melbourne, Österreich Lowe Living Vollzeit5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Lowe Living Job Advertisement - Client Services Coordinator Job Responsibilities A long‑term career opportunity for a Client Services Coordinator providing support throughout the client journey, from the point of...
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City of Melbourne, Österreich Prixcar Services VollzeitJoin to apply for the Client Account Coordinator - Automotive role at PrixCar Services PrixCar Services is an automotive logistics company specialising in Vehicle Transport, Vehicle Processing and Storage, Fleet Conversions and Dealer Vehicle Storage. Over the last 35 years we have grown to offer a wide range of specialised services, with more than 25 depots...
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City of Melbourne, Österreich Hello.De Ag VollzeitAddress 5 / 9 Dawson St, Coburg North VIC About this opportunity As the Client Services Coordinator, you will play a crucial role in ensuring our clients receive the care they need by efficiently rostering our team of caregivers. Key Responsibilities Develop and maintain employee rosters for clients and workers, ensuring that all shifts are filled....
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Client Services Coordinator
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Council of the City of Sydney, Österreich Toll Group Vollzeit**We do this to better understand how visitors use our site and to offer you a more personal experience. Please see our for more information.**Client Services Coordinator page is loaded## Client Services Coordinatorlocations: Sydneytime type: Full timeposted on: Posted Todayjob requisition id: R **About Toll Group**At Toll, we do more than just logistics -...
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Client Services Coordinator
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City of Melbourne, Österreich hello.de AG VollzeitAddress 5/9 Dawson St, Coburg North VIC 3058, Australia Job Description About this opportunity As the Client Services Coordinator, you will play a crucial role in ensuring our clients receive the care they need by efficiently rostering our team of caregivers. You will be responsible for managing a weekly roster while maintaining and adjusting it daily to...
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Client Services Coordinator
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City of Melbourne, Österreich Dovida Australia VollzeitAbout this opportunity As the Client Services Coordinator, you will play a crucial role in ensuring our clients receive the care they need by efficiently rostering our team of caregivers. You will be responsible for managing a weekly roster while maintaining and adjusting it daily to meet the evolving needs of our clients and caregivers. This role requires...
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Senior Client Services
vor 3 Wochen
City of Melbourne, Österreich The Gild Group VollzeitA leading professional services firm in Melbourne is seeking a Senior Client Services Officer & New Client Coordinator to onboard new clients and assist advisers in delivering exceptional service. The role requires at least 5 years of client administration experience, strong knowledge of financial products, and proficiency in Xplan. The position offers...
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NDIS Support Coordinator — Remote
vor 1 Tag
City of Brisbane, Österreich NDIS Support Coordinator. Permanent VollzeitA national social purpose organization is seeking an NDIS Support Coordinator to assist participants in implementing their support services. The role involves building relationships with clients and ensuring effective support delivery while monitoring NDIS plans. Ideal candidates will have experience in support coordination, excellent communication skills,...
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Client Services Coordinator
vor 3 Wochen
City of Melbourne, Österreich Toll Group VollzeitAt Toll, we do more than just logistics - we move the businesses that move the world. Our 16,000 team members can help solve any logistics, transport, or supply chain challenge – big or small. We have been supporting our customers for more than 130 years. Today, we support more than 20,000 customers worldwide with 500 sites in 27 markets, and a forwarding...
