... are seeking a Wealth Advisory Client Service Officer with approximately 2+ years’ ... Records of Advice (RoA’s) Client Portfolio administration / implementation Liaising ... directly with clients and fund managers regarding portfolio ...
11 days ago
... . About the Role The Client Liaison Officer [CLO] is a member ... of Client Services and is ... responsible for a portfolio of client files. Key accountabilities include: ... impact on the clients and assisting clients in accessing these ...
28 days ago
Description: Client Service Officer – Casual Access to ... Client Service Officers are the first point of contact for clients ... Office Experience working with client databases Previous customer service ... regarding this position, please contact Shilpa Alla on 1300 ...
24 days ago
... in touch with the contact person listed on the ... ROLE The Client Support Officer provides a first point of contact for people ... Support Team, the Client Support Officer will respond to face ... client needs at first contact and provide tailored responses to client ...
11 days ago
... Client Support Officer - The Orange Door The Client Support Officer provides a first point of contact ... Hub Support Team, the Client Support Officer will respond to face-to ... address client needs at first contact and provide tailored responses to client ...
11 days ago
Description: If you are a naturally people focused person, this is the role for you! Manage existing client relationships and learn the ins and outs of insurance.
4 days ago
Description: Well established financial planning business with a high net worth sophisticated client base. A strong focus on team moral- great culture!
8 days ago
$80,000
a year
Description: Do you have Administration experience? Have you worked in an Accounting firm? Showcase your Client Services skills and be part of a collaborative team
9 days ago
$33
an hour
Description: A rewarding front desk role where you get to support families and clinicians to deliver excellent client experiences.
10 days ago
Description: We are looking for customer service superstar to be a Clinic Co-Ordinator! If you are interested in helping our clients improve their hearing and q...
14 days ago
Description: As the first point of call, the Customer Enquiry and Contracts Officer plays a pivotal role in ensuring an optimal customer experience
25 days ago
Description: This role is to support Financial in preparing and implementing advice and being the first point of contact for our clients
10 days ago
... professional to join our Melbourne Client Success team. We provide comprehensive ... & specifications for clients. • Checking & uploading artwork. • Daily contact with clients, answering phone or ...
an hour ago
Description: Take your career to new heights in a full-time, on-site role & become part of a team that’s redefining success in the FX & CFD trading industry!
7 days ago
Description: Take your career to new heights in a full-time, on-site role & become part of a team that’s redefining success in the FX & CFD trading industry!
7 days ago
$85,000
a year
Description: Join a team that truly cares for their staff! A position that offers an opportunity for career development. Love where you work and who you work with.
9 days ago
Description: Opportunity to join an established Financial Planning business, operating in Melbourne for over 30 years
10 days ago
Description: Great variety, working in a highly professional & supportive environment. Very low staff turnover and a great fun, but professional vibe.
10 days ago
$90,000
a year
Description: Work from home 2 days per week. Suitable for a career CSM, who may want to take on a leadership position. Car parking available
10 days ago
Description: Great opportunity if you have strong admin & great customer service skills, join our team and make a difference!
14 days ago