Client Services Officer
5 months ago
$70k - $80k + superannuation
- Gain experience in lending and fund management
- Huge opportunities for career growth and leadership
**Our Client**
My client is a growing, boutique Financial Services firm located in the heart of the CBD. This role is newly created and for someone who wants to come in and put their own stamp and become a key member in the Client Services Manager Department. It will support the senior leadership team and have great exposure nationally.
**The Role**
As a a successful Client Services Officer, your duties will include but not be limited to:
- Performing calculations and analysis required under the credit policy
- Performing searches required under the credit policy
- Updating and entering information into the finance/information system
- Support for/involvement in transaction settlement process and post settlement requirements
- Monitor client services mailbox and support with client requests - Payouts, statements, etc.
- **Type of role**:Permanent Full Time
- **Location**:Sydney CBD
- **Salary**:$70k - $80k + superannuation
- **Hours**:Monday to Friday 8:30am to 5:00pm
**You**
As a successful Client Services Officer, you will offer:
- **Relevant tertiary qualifications eg Bachelor of Commerce/Business/Economics**:
- **Relevant experience in financial/professional services highly preferable**:
- High level of numeracy
- Strong analytical skills
- Superior written and verbal communication skills
**How to Apply
-
Marketing Leader for Client Growth
1 week ago
Sydney, New South Wales, Australia Client Full timeAbout WavemakerWe are a media, content, and technology agency that positively provokes growth for our clients. With a presence in Australia and New Zealand, we have over 250 people working across six offices.
-
Client Service Officer
5 months ago
Sydney, Australia Osborne Richardson Australia Full time**Salary**: $40-$45 per hour **Location**: NSW - Regional, NSW - Sydney **Ref**: ClientSrvcOffcr **Description**: Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team. Pay Rate: $41.59 per hour Duration: ASAP - 29/03/24 Location: Newcastle NSW NSW Trustee & Guardian protects, promotes and...
-
Client Service Officer
6 months ago
Sydney, Australia Charterhouse Full time**Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...
-
Client Service Officer
1 week ago
Sydney, Australia Mercer Full timeWe are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...
-
Client Services Officer
5 months ago
Sydney, Australia Findex Full timeWe have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make...
-
Client Services Officer
5 months ago
Sydney, Australia Findex Full timeDo you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure...
-
Client Service Officer
5 months ago
Sydney, Australia Mane Consulting Full timePermanent - Sydney CBD, New South Wales - Posted 45 mins ago - Up to AU$75000.00 per annum USD / Year - Salary: Up to AU$75000.00 per annum Exciting opportunity alert! Our client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team. **Role**: - Welcome clients warmly and liaise between internal and external parties -...
-
Client Service Officer
1 week ago
Sydney, Australia Marsh Pty Ltd Full timeWe are seeking a talented individual to join our Client Service team at Mercer. This role will be based in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a 12-month, fixed-term contract.As the Client Service Officer, you will act as a critical link between our clients and...
-
Client Service Officer
5 months ago
Sydney, Australia NSW Government -Estate Management Full timeWe are currently looking to fill three temporary full-time vacancies within our Customer Foundation and Proactive Customer Management teams across Estate Management - We are also looking to establish a talent pool to fill future ongoing and temporary vacancies within Estate Managemetn over the next 18 months - Clerk Grade: 3/4. Base salary $75,992 to $83,211...
-
Client Services Officer
5 months ago
Sydney, Australia Molander Recruiting Full timeLarge, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...
-
Client Services Officer
2 months ago
Sydney, Australia Nexia Australia And New Zealand Full timeClient Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...
-
Client Services Officer
6 months ago
Sydney, Australia Curtis Partnership Full timeNorthern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...
-
Client Service Officer
6 months ago
Sydney, Australia Indigeco Full timeRole title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...
-
Client Services Officer
5 months ago
Sydney, Australia Employee Matters Pty Ltd Full timeSupport a busy, professional and inclusive team - no 2 days are the same! - Great office culture where there are regular fun in-house celebrations - Handy North Sydney location - near to train, shops and restaurants! **About Us** **Professional Wealth Services** is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their...
-
Client Service Officer
5 months ago
Sydney, Australia Verve Partners Full timeGovernment Department - Contract role - Competitive hourly rate Are you passionate about delivering exceptional customer service and managing financial matters with precision? We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service...
-
Client Service Officer
5 months ago
Sydney, Australia Perpetual Limited Full timeMore time off for the things that matter - Up to 6 weeks’ leave- - Join a high performing team based in Modern Sydney CBD offices- - Attractive salary package and career progression- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. - Jacaranda is...
-
Client Service Officer
2 months ago
Sydney, Australia HUB24 Group Full timeHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
-
Client Services Officer
6 months ago
Sydney, Australia Therapy Connect Full timeAt Therapy Connect we make access to allied health therapy faster and easier, from wherever our clients are across Australia, no matter how remote or regional, we support people across the country! Every day we do work that has incredible purpose and meaning. As a Client Services Officer, you will be instrumental in ensuring NDIS participants and our other...
-
Client Services Officer
6 months ago
Sydney, Australia iCare Full time**Kent St** icare is seeking a Client Services Officer to coordinate medical examinations for Dust Diseases Care clients with providers in an efficient manner - 24 Month Fixed Term Contract with a 35 hour working week - 17.5% annual leave loading and flex leave - Hybrid working environment, offering starting salary of $93,295 **About the Role** In this...
-
Client Services Officer
6 months ago
Sydney, Australia BSI Full timeGreat that you're thinking about a career with BSI! The Opportunity We have an exciting opportunity for a positive and driven person to join our team in Sydney or Melbourne as Client Services Officer for our Product Certification team. Job tasks and responsibilities: - Responsibility for establishing and maintaining relationships with internal and...