Client Service Officer
3 weeks ago
Full Time Client Service Officer role job based in Hobart CBD working with a Financial Services Business
**Your new company**
Based in the Hobart CBD, this Financial Service business provide premium service to a wide range of clients with the aim to remain a business with a personal touch and also depth of experience and talent.
**Your new role**
As the Client Service Manager your core duties will be providing support to the Financial Planners. Reporting into the Director, you’ll be responsible for;
- Manage appointments/schedule, including co-ordination of all client review appointments
- Assist during client appointments as required (i.e. photocopying, word processing, coffee etc.)
- Update client portfolios in preparation for client reviews
- Assist with the preparation of Records of Advice
- Recording of client details, investments, review dates etc. into CRM
- Control of outstanding client correspondence including invoicing for fees and payment follow up
- Management of all paperwork required for transactions including insurance, investment, superannuation, SMSFs, in-specie transfers, accounting data, loans etc.; liaise with relevant parties as required
- Other adhoc duties
**What you'll need to succeed**
**What you'll get in return**
You’ll receive a competitive salary based on experience and receive on the job training with a well-known Financial Services business. You’ll enjoy being part of a team of hardworking, passionate, like-minded individuals that will support you as you continue to grow and develop your career.
**What you need to do now**
**LHS 297508**#2780535
-
Client Service Officer
4 weeks ago
Hobart, Australia HAYS Full timeFull Time Client Service Officer role based in Hobart CBD working with a growing Financial Planning Firm. **Your new company** Based in the Hobart, this Financial Planning Firm provide premium service to a wide range of clients with the aim to remain a business with a personal touch and also depth of experience and talent. Due to their outstanding customer...
-
Client Service Officer
3 weeks ago
Hobart, Australia HAYS Full timeFull Time Client Service Officer role based in Hobart CBD working with a growing Financial Planning Firm. **Your new company** Based in the Hobart, this Financial Planning Frim provide premium service to a wide range of clients with the aim to remain a business with a personal touch and also depth of experience and talent. Due to their outstanding customer...
-
Aps 4 - Client Service Officer
2 weeks ago
Hobart, Australia Federal Court of Australia Full time**Position Overview** Client service staff initiate, file and sort documents for which they also provide quality assurance and archiving functions. They assist in courtroom operations, facilitating flow through the courtroom and provide clients with information about issues such as how to address the Court and where they need to be at what time. Client...
-
Data Entry Officer
1 week ago
Hobart, Tasmania, Australia Service Tasmania Full timeAbout This OpportunityWe are seeking an experienced Health Information Officer to join our team in Health Information Services. As a key member of our team, you will play a vital role in supporting the continuation of client/patient care by providing a health information administration service.In this role, you will be responsible for analysing, collating,...
-
Client Service Coordinator
6 days ago
Hobart, Australia HAYS Full timeClient Service Coordinator role job based in Hobart working with a Financial Services Firm **Your new company** Based in the Hobart, this Financial Services firm offer both Accounting, Taxation and Financial Planning services to a wide range of clients with the aim to remain a business with a personal touch and also depth of experience and talent. They are...
-
Client Services Coordinator
1 week ago
Hobart, Australia Findex Full timeWe are looking for someone that loves variety, displays initiative, and has a people centric approach to join our Hobart office as a Client Services Coordinator on a permanent full-time basis. **Client Services Coordinator - Structure & Risk - Hobart** At Findex, we believe in Dynamic working. This is our new way of thinking about an agile and flexible...
-
HR Service Delivery Officer
1 week ago
Hobart, Tasmania, Australia Service Tasmania Full timeAbout the RoleThe HR Services Officer is responsible for providing administrative support to the Recruitment Services team at Service Tasmania. This includes preparing recruitment-related correspondence, processing instruments of appointment, and assisting with recruitment and vacancy filling requests.ResponsibilitiesCorrespondence Preparation: Prepare...
-
Aps 4 - Client Service Officer
2 weeks ago
Hobart, Australia Federal Court of Australia Full time**Purpose of position** This position is primarily responsible for the provision of services directly to the judiciary in specific locations and the public both locally (face to face) and/or nationally (as part of a dispersed national team). Staff working in Location Based Support will provide a pivotal role delivering local services directly to the...
-
Client Services Coordinator
7 days ago
Hobart, Tasmania, Australia Bell Potter Securities Full timeBell Potter Securities Limited is a well-established stockbroking and financial advisory firm within the Bell Financial Group. We have an excellent reputation for delivering high-quality professional advice to private, corporate, and institutional clients across Australia.We are seeking a Client Services Coordinator to join our team in Hobart on a full-time...
-
Client Services Officer Role
2 days ago
City of Hobart, Australia mlcoa Full timeJob SummaryWe are seeking an enthusiastic and driven Client Services Officer with prior experience as a nurse, allied health professional, claims manager, practice manager, or skilled customer service administrator who might be seeking a change.The successful candidate will be responsible for supporting customers through the provision of advice and arranging...
-
Aged Care Service Delivery Professional
1 day ago
Hobart, Tasmania, Australia Service Tasmania Full timeService Overview:The Aged Care Service Delivery team is committed to providing high-quality care and support services to older clients. We are seeking an experienced Aged Care Service Delivery Professional to join our team, contributing to the development and implementation of case management services that meet the diverse needs of our clients.Key...
-
Client Services Coordinator
2 weeks ago
Hobart, Australia Findex Full timeWe are looking for an experienced Client Services Coordinator to join the Client Services team in our Hobart office. Client Services Coordinator - Hobart - Surround yourself with people who inspire and challenge you - Work for a company that develops and promotes from within - Join a team who share a commitment to making a difference It’s exciting times...
-
Hobart, Tasmania, Australia Service Tasmania Full timeAbout the Job:We are seeking an experienced Case Manager to join our Assessment and Case Management Service team. The successful candidate will be responsible for delivering high-quality case management services to older clients, promoting their independence and well-being.Key Accountabilities:Conduct comprehensive assessments of older clients' needs and...
-
Aps3 Client Contact Support Officer
6 days ago
Hobart, Australia Department of Veterans' Affairs Full timeSalary Range: $65,937-$70,832 + Attractive Superannuation - Contact Officer: Liam Palmer (03) 6221 6728 Client Contact Support Officers assist members of the veteran community by answering enquiries via the telephone, face to face and electronic access channels. Officers make referrals if needed and undertake processing and system entry activities related...
-
Hobart, Tasmania, Australia Service Tasmania Full timeJob Description">The successful applicant will provide administrative, clerical and keyboard support to the Officer-in-Charge and police personnel attached to Prosecution Services. This role involves transcription of audio tapes and day-to-day coordination of File Disclosure activities.">Key Responsibilities:">Provide administrative support to the...
-
Dispute Resolution Officer
3 days ago
Hobart, Tasmania, Australia Service Tasmania Full timeThe Office of the Ombudsman is seeking a highly skilled Dispute Resolution Officer to join our team. As a senior member of the team, you will be responsible for resolving complex disputes and improving health services.Key Responsibilities:Resolve disputes between patients and healthcare providers.Develop and implement strategies to prevent future...
-
Client Services Manager
4 weeks ago
Hobart, Australia MyState Limited Full timeThe Client Services Manager is responsible for the daily operations of the Client Services Team. As a Client Services Manager you will be responsible for leading and managing a diverse team to meet every client’s needs across their investments. Your attitude and passion will ensure you put the client at the forefront of everything you and your team...
-
Client Services Director
2 days ago
Hobart, Tasmania, Australia TAE Private Wealth - Tas Full timeWe are seeking a Client Services Director to lead our team in providing exceptional client service and relationship management in Hobart.The ideal candidate will have strong leadership skills, excellent communication abilities, and a deep understanding of financial products and services.Key Responsibilities:Develop and implement strategies to improve client...
-
Client Services Coordinator
3 weeks ago
Hobart, Australia IntoWork Australia Full time**Location**: - Hobart, Tasmania**Category**: - Not for Profit and Charities **Work type**: - Permanent **Client Services Coordinator** FindStaff are currently seeking an experienced and enthusiastic Client Services Coordinator to join our sister company - Interact Australia in Hobart, TAS. - Not for profit - Generous Salary Packaging Options - Full...
-
Client Services Manager
2 days ago
Hobart, Tasmania, Australia TAE Private Wealth - Tas Full timeExciting Opportunity for Client Service Managers in Hobart, TasmaniaAre you ready to take your career to the next level? Join our dynamic Financial Advisory team in Hobart and make a significant impact on client service delivery and relationship management. This role is pivotal in ensuring exceptional client service and maintaining strong client...