Client Services
3 weeks ago
The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house professionals and specialist advisers.
Some of what you'll do: Assist in preparing Statements of Advice and Records of Advice Liaise with product providers to gather information Prepare and lodge client applications Maintain accurate and compliant client files Handle client inquiries and interact with administration platforms and fund managers About You: Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred Min 1 years previous experience in a similar role within Financial Planning or Wealth Management desired.
Strong Microsoft Office skills (Xplan or similar system knowledge is desired)Excellent communication and teamwork abilities Desire to help clients achieve their financial goals Strong time management and multitasking skills Benefits: Mentorship from experienced advisers Opportunities for professional development Strong social culture and supportive work environment Competitive remuneration package based on skills and experience Send your CV to Sean at slillefosse@andersenpartership.com or apply via the portal.
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Client Services Officer
4 days ago
Perth, Western Australia Gallagher Benefit Services Pty Ltd Full time $60,000 - $90,000 per yearWe have an exciting opportunity to join Gallagher as a Client Services Officerworking closely with our Consultants to provide ongoing value and service to existing Corporate Benefit clients. We partner with our clients to support their employees with access to corporate superannuation & a wide range of employee benefit packages.This is a great opportunity...
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Client Services
1 week ago
Perth, Western Australia M2 CORPORATE Full time $60,000 - $90,000 per yearWe're Hiring: Experienced Administration AssistantJoin the award-winning team at M2 CorporateAt M2 Corporate, we're known for more than just great accounting—we're known for our people. Our reputation has been built on outstanding client service, smart advice, and strong relationships with clients, business partners, and industry peers.We're currently...
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Client Services
4 weeks ago
Perth, Western Australia The Andersen Partnership Full timeBase pay rangeA$75,000.00/yr - A$92,500.00/yrPositionClient Services Associate / Client Services Manager – PerthThe Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams.The roles offer exposure to all...
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Client Services
1 week ago
Perth, Western Australia The Andersen Partnership Full time $80,000 - $120,000 per year*** Hiring for Client Service Associates & Client Service Managers in PERTH ***Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager.The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house...
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Client Advisor
1 week ago
Perth, Western Australia ECHO Community Services Full time $60,000 - $90,000 per yearOur purpose is to enrich the lives of people living independently in their own homes through connection to services and community.About ECHO ECHO Community Services is a registered charity providing care to the elderly to help them live in their own home with dignity while still maintaining their independence.We provide in-home services 7 days per week for...
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Senior Client Services Officer
1 week ago
Perth, Western Australia Central Desert Native Title Services Ltd Full time $96,958 - $119,196 per yearCentral Desert Native Title Services Ltd (Central Desert) works in partnership with the Aboriginal people of the central desert region of Western Australia as they shape a self-determined future of independence, control and connection to Country, Culture and Community.We are seeking a proactive and experienced Senior Client Services Officer to support our...
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Client Service
1 week ago
Perth, Western Australia PrintForce Australia Pty Ltd Full time $40,000 - $60,000 per yearLooking for a change?Printforce, Australia's largest print and services supplier to the real estate industry is looking for a special person to join its dynamic and expanding team in East Perth.This is a fantastic opportunity to join a recognised market leader. If you are bright, energetic, hard working and enthusiastic about becoming a multi-skilled member...
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Client Services Manager
1 week ago
Perth, Western Australia Teski Cleaning Full time $90,000 - $120,000 per yearCompany DescriptionTeski is committed to delivering the highest cleaning service standards through professional expertise and two-way communication with stakeholders to achieve desired outcomes for clients. With a proven national track record, Teski provides specialised and general cleaning services backed by extensive industry knowledge. Our core values of...
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CLIENT SUPPORT OFFICER
3 weeks ago
Perth, Western Australia ECHO Community Services Full timeOverviewCLIENT SUPPORT OFFICER – Two month leave cover assignment at ECHO Community Services. Our Home Care team builds lasting relationships with clients to help them stay at home or engage with the community. ResponsibilitiesSupporting the Client Advisors with Commonwealth Home Support Program (CHSP) client assessments, environment assessments and simple...
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Client Service Manager
3 weeks ago
Perth, Western Australia Amana Living Full timeJob no: 497419 Work type: Full time Location: Perth CBD, Inner & Western Suburbs Categories: Home Care ProfessionalAre you passionate about delivering exceptional customer service and making a difference in the lives of older Australians? Join Amana Living as a Client Service Manager (CSM) and be the first point of contact for our clients, ensuring they...
