Client Services Coordinator
1 month ago
We're seeking a highly motivated and organized individual to join our Client Services team as a Client Services Officer. As a key member of our team, you'll play a vital role in ensuring efficient workflow management, providing administrative support, and delivering high-quality client service.
Key Responsibilities- Prepare accurate client review reports for Financial Advisers.
- Liaise with fund managers and maintain client portfolios through financial planning software.
- Book appointments, manage documents, and perform data entry tasks.
- Deliver exceptional client service and outputs in written and verbal form.
- Comprehensive training and a dedicated buddy to support your growth.
- A clear career development pathway and ongoing training support.
- Opportunities to advance your career and develop new skills.
- You have experience delivering exceptional Client Services and a genuine interest in Financial Planning.
- You possess excellent client and stakeholder relationship management skills.
- You have top-notch attention to detail and organizational skills.
- You're a genuine team player with the ability to empower others to learn and develop.
- We're a passionate team with a wealth of knowledge in Client Services and financial planning.
- We're supportive, positive, and collaborative, with a passion for delivering quality service.
- We're connected with stakeholders in the business, both locally and nationally.
We're a dynamic business that values a client-first approach and empowers our people to operate from wherever they're most engaged, productive, and collaborative.
We're committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds, and experiences.
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Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeCompany OverviewCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Our two leading brands, Creative Activation and Clemenger Field Marketing, provide unmatched sales enhancement for our clients through diverse retail strategies.Clemenger Field Marketing is dedicated to achieving exceptional outcomes by nurturing outstanding...
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Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeAbout the CompanyCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Through our leading brands, Creative Activation and Clemenger Field Marketing, we deliver exceptional sales performance for our clients by leveraging diverse retail strategies.Clemenger Field Marketing is dedicated to achieving outstanding results by...
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Client Services Coordinator
3 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values health, wellbeing, and fun in the workplace. We are a Certified B-Corp and a Great Place to Work 2024, committed to creating a positive impact for our community.About the RoleWe are seeking a Client Services Coordinator to join our Accounting team. As a dedicated point of contact and...
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Client Services Coordinator
2 weeks ago
Melbourne, Victoria, Australia Engage Personnel Full timeClient Services Coordinator OpportunityWe are seeking a Client Services Coordinator to provide administrative support and client services to our Partners, Managers, and Accountants.The successful candidate will be a strong team player with excellent communication skills, a can-do attitude, and the ability to juggle competing priorities.Client correspondence...
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Client Service Coordinator
1 week ago
Melbourne, Victoria, Australia BlueRock Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our Accounting team at BlueRock. As a key point of contact, you will be responsible for managing diaries, coordinating corporate compliance, and supporting business development activities.Key responsibilities include:Diary management for 3-4 Directors,...
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Client Services Coordinator
5 days ago
Melbourne, Victoria, Australia Equity Trustees Full timeJob Title: Client Services CoordinatorAbout the Role:Coordinate client-approved wealth strategies and investment recommendations.Provide exceptional administrative support to clients and financial advisors.Assist with maintaining accurate client data in XPLAN, collect third-party authority information, and prepare for client reviews.Manage the annual advice...
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Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're proud to be a Certified B-Corp and a Great Place to Work 2024.About the RoleWe're seeking a Client Services Coordinator to join our Accounting team. As a key point of contact, you'll support our clients...
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Client Services Coordinator
3 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values health, wellbeing, and fun in the workplace. As a Certified B-Corp and Great Place to Work 2024, we strive to create an inclusive and diverse environment for our team members.We're committed to delivering advisory solutions and innovative tax accounting services to our clients. Our...
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Client Services Coordinator
3 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're a certified B-Corp and a Great Place to Work 2024, committed to making a positive impact in our community.About the RoleWe're seeking a highly organized and detail-oriented Client Services Coordinator to...
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Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeAbout BlueRockBlueRock is a rapidly expanding advisory firm that values inclusivity, diversity, and a culture centered on health, wellbeing, and fun. We're proud to be a Certified B-Corp and a Great Place to Work 2024.About the RoleWe're seeking a Client Services Coordinator to join our Accounting team. As a key point of contact, you'll support our clients...
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Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeCompany OverviewCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Through our prominent brands, Creative Activation and Clemenger Field Marketing, we provide unmatched sales enhancement for our partners via diverse retail strategies.Clemenger Field Marketing is dedicated to achieving exceptional outcomes by nurturing...
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Client Services Coordinator
2 months ago
Melbourne, Victoria, Australia Clemenger Group Ltd Retail Services Full timeCompany OverviewCGL – Retail Services operates as the retail marketing arm of the Clemenger Group. Through our leading brands, Creative Activation and Clemenger Field Marketing, we provide unmatched sales enhancement for our partners via diverse retail strategies.Clemenger Field Marketing is dedicated to achieving exceptional outcomes by nurturing...
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Client Services Coordinator
4 weeks ago
Melbourne, Victoria, Australia Engage Personnel Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our dynamic team at Engage Personnel. As a key member of our accounting practice, you will play a vital role in supporting our clients and ensuring the smooth operation of our services.Key ResponsibilitiesLiaise with clients, the Australian Taxation...
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Client Services Coordinator
1 week ago
Melbourne, Victoria, Australia Relationships Australia Victoria Full timeThe Client Services Coordinator plays a pivotal role in providing a welcoming first point of contact for clients and referrers at our Melbourne centre. Reporting to the Centre Manager, this position involves supervising the administrative team, including performance planning reviews and workplan development.The ideal candidate will have a certificate,...
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Client Service Coordinator
6 days ago
Melbourne, Victoria, Australia TIMG AU Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our Melbourne Team. As a key member of our Bureau team, you will be responsible for ensuring the efficient and accurate completion of tasks.Key ResponsibilitiesEnsure understanding of client instructions and complete tasks accordingly.Perform photocopying,...
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Client Service Coordinator
4 days ago
Melbourne, Victoria, Australia Gallagher Full timeCompany Overview Gallagher Bassett is a leading provider of insurance claims management services. Our team is dedicated to delivering exceptional client support and career growth opportunities. Compensation Package The salary for this Client Associate role is estimated at AU$60,000 - AU$80,000 per annum, depending on experience. In addition to a competitive...
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Client Services Coordinator
2 weeks ago
Melbourne, Victoria, Australia Australian Unity Full timeAbout the Role:Australian Unity is seeking a motivated and compassionate Client Relationship Manager to join our team. In this critical role, you will be responsible for supporting clients with complex needs, ensuring their financial and legal affairs are managed effectively.Key Responsibilities:Develop and maintain strong relationships with clients and...
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Client Coordinator
3 weeks ago
Melbourne, Victoria, Australia Prestige InHome Care Full timeAbout Prestige InHome CareWe are a family dedicated to making lives better by keeping people in the comfort of their homes for the past 20 years.About the RoleWe are seeking a Client Coordinator to ensure the most efficient and high-quality service for our extraordinary clients. As a Client Coordinator, you will play a crucial role in supporting and...
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Client Coordinator
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Melbourne, Victoria, Australia Prestige InHome Care Full timeAbout Prestige InHome CareWe are a family-owned and operated care provider dedicated to delivering high-quality services to our clients. With over 20 years of experience, we have built a reputation for excellence and a commitment to making a difference in people's lives.About the RoleWe are seeking a skilled and compassionate Client Coordinator to join our...
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Client Coordinator
4 weeks ago
Melbourne, Victoria, Australia Prestige InHome Care Full timeAbout Prestige InHome CarePrestige InHome Care is a family-owned and operated care provider dedicated to delivering high-quality services to our clients. With over 20 years of experience, we have established a reputation for excellence in the aged care industry.Job Title: Client CoordinatorWe are seeking a highly motivated and organized Client Coordinator to...
