Multiple Client Service Officer Roles

2 weeks ago


Melbourne, Victoria, Australia Five Recruitment Full time
Multiple Client Service Officer Roles Available

  • Eastern & South-Eastern Suburbs
- /Part Time & Full Time

Responsibilities in the roles will include, but not be limited to:

  • Client communication, including being involved in meetings, and follow up work.
  • Research and preparation of strategy and advice
To be considered for this opportunity, you will need to be able to demonstrate:

  • Experience within the financial planning industry, preferably with a minimum of 2-3 years' experience in a similar role.
  • A strong understanding of the financial planning process.
  • Experience with X plan and competency in the Microsoft suite of products.
  • Working knowledge of direct equities, managed investments, insurance and superannuation, and deep understanding of compliance frameworks and regulations.


Accreditation in RG146 will be very positively looked upon, as will strong attention to detail, a high work ethic and the ability to work well within a high performing team.


Mark Fradkin on

  • Melbourne, Victoria, Australia Insurance House Full time

    Building & Construction Other Melbourne Permanent / Full Time18/8/202- Provide administrative support to our team. Deliver great service to our clients Build a career in the construction and insurance space Multiple client service opportunities, including permanent and contract rolesInsurance House is one of the multiple businesses experiencing incredible...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring Exciting opportunities in many areas of accounting Fulltime / Parttime roles with worklife balanceMultiple - Reception / Client Services / Office Management and PA roles across Melbourne. Top-tier, Mid-tier, and boutique firms- Top-tier / Mid-tier and Boutique Firms across Melbourne are...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Top-tier / Mid-tier and Boutique Firms across Melbourne are hiring Exciting opportunities in many areas of accounting Fulltime / Parttime roles with worklife balanceMultiple - Reception / Client Services / Office Management and PA roles across Melbourne. Top-tier, Mid-tier, and boutique firms are hiring- Top-tier / Mid-tier and Boutique Firms across...


  • Melbourne, Victoria, Australia Insurance House Full time

    Admin / Secretarial / Office Support Administration Melbourne Temp30/10/202- Provide administrative support to our team. Deliver great service to our clients Monday to Friday, 4 week contract with possible extension Located in our East Melbourne Office Availability to start ASAPInsurance House is one of the multiple businesses experiencing incredible success...


  • Melbourne, Victoria, Australia Ensure Recruitment Full time

    Multiple Locations Salary Ranges from $75k $200kPackages Additional Corporate BenefitsWe have multiple positions for experienced Domestic Brokers, Support Brokers, and Commercial and Experienced Broking experts looking to advance their careers in new rolesThese roles are based across the Southeastern, Eastern & Western Suburbs and Albury please get in touch...


  • Melbourne, Victoria, Australia Insurance House Full time

    As one of Australia's leading insurance brokerages, we are constantly growing, evolving and progressing thanks to our well trained and highly motivated people who share our values of Care, Leadership, Imagination and Professionalism.Founded in 1983 in regional Victoria, Insurance House is a known and trusted brand in insurance. Dedicated to the delivery of...


  • Melbourne, Victoria, Australia Lotus People Full time

    $40ph + Super; 6-month temp role - likely to extend Manage multiple projects & timelines, follow up with clients via email and telephone Stunning new offices, central Melbourne location - 2 days wfh flexibility once trained The Company Lotus People has partnered with a renowned Fintech organisation many times and can attest to its incredible culture....


  • Melbourne, Victoria, Australia IAS RECRUITMENT Full time

    Career growth & development in Financial Planning- $80K (incl super) + bonus Hybrid working modelAbout the companyOur client is a renowned Australian company providing superior products and services that support many Australians daily. Currently experiencing growth, this is an exciting time to join this organisation, which is looking for an experienced...


  • Melbourne, Victoria, Australia IAS RECRUITMENT Full time

    Career growth & development in Financial Planning- $70K - $80K (incl super) + bonus Supportive team environmentAbout the companyOur client is a renowned Australian company providing superior products and services that support many Australians daily. Currently experiencing growth, this is an exciting time to join this organisation, which is looking for an...


  • Melbourne, Victoria, Australia Lotus People Full time

    $40ph + Super; 6-month temp role - likely to extend:Stunning new offices, central Melbourne location hybrid wfh modelThe CompanyLotus People has partnered with this global fintech organisation many times and can attest to the incredible culture that it is renowned for. You will be part of a collaborative, supportive team who take their jobs seriously, but...


  • Melbourne, Victoria, Australia APM Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a contact centre environment where you're encouraged to use your brain We don't focus on call volume and time KPIs, and we coach and encourage you to focus on delivering a quality experience for our clients. Join a team of customer service officers and look...


  • Melbourne, Victoria, Australia APM Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a call centre environment where you're encouraged to use your brain We don't focus on call volume and time KPIs, and we coach and encourage you to focus on delivering a quality experience for our clients.Join our team of client services officers and look...


  • Melbourne, Victoria, Australia APM Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a contact centre environment where you're encouraged to use your brain, we don't focus on call volume and time KPIs, and you're coached and encouraged to focus on delivering a quality experience for our clients.Join a team of customer service officers working...


  • Melbourne, Victoria, Australia Advanced Personnel Management Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a call centre environment where you're encouraged to use your brain We don't focus on call volume and time KPIs, and we coach and encourage you to focus on delivering a quality experience for our clients.Working as part of this team you'll:Handle a mix of...


  • Melbourne, Victoria, Australia Advanced Personnel Management Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a call centre environment where you're encouraged to use your brain We don't focus on call volume and time KPIs, and we coach and encourage you to focus on delivering a quality experience for our clients.Join our team of client services officers and look...


  • Melbourne, Victoria, Australia Advanced Personnel Management Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a call centre environment where you're encouraged to use your brain We don't focus on call volume and time KPIs, and we coach and encourage you to focus on delivering a quality experience for our clients.Join our team of client services officers and look...


  • Melbourne, Victoria, Australia Maurice Blackburn Lawyers Full time

    We welcome fearless thinkers.For over 100 years, Maurice Blackburn has stood up for those who need us most. With courage and compassion, we extend access to justice to countless Australians. We look beyond the immediate challenge to support people in moments that matter across their lives, and continually push for better solutions for our clients. We invest...


  • South Melbourne, Victoria, Australia APM Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a contact centre environment where you're encouraged to use your brain We don't focus on call volume and time KPIs, and we coach and encourage you to focus on delivering a quality experience for our clients.Join a team of customer service officers and look...


  • Melbourne, Victoria, Australia Australian Unity Full time

    What makes us, usEstablished in 1840, we're Australia's first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we've grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the...


  • Melbourne City Centre, Victoria, Australia Davidson Group Services Full time

    Seeking a new challenging role with the Australian Federal Government?Davidson are excited to be recruiting multiple Client Service Officers (APS3) opportunities commencing ASAP. With strong partnerships across Public Sector, we can match you with the most exclusive opportunities. These roles will be based in stunning modern offices located in the Melbourne...