Client Services Officer

Chandler Macleod is seeking a highly skilled and motivated Client Services Officer to join our client’s dynamic team. In this role, you will be responsible for preparing client documentation, specifically ROA (Record of Advice) and SOA (Statement of Advice) documents. Key Responsibilities: - Prepare accurate and comprehensive ROA and SOA documents in...

Are you a highly organised and customer-focused professional with experience in client services? **Your new company** My client is a leading provider of within tax, audit, and business advisory. They pride ourselves on delivering exceptional client experiences and providing expert solutions to meet their needs. As a well-established firm, we value...

A leading firm is seeking an experienced Client Services Officer to join their Portfolio Management Team. **Your new company** This company specialises in broking and portfolio management services. They take pride in commitment to wealth creation and offering valuable insights into the investment sector and provide holistic solutions. The organisation...

A leading firm of accountants and advisors are seeking an experienced Client Services Officer to join them. **Your new company** This company is an award winning accounting and advisory firm. They work across a broad range of services and reach outstanding results personally and professionally. They offer a workplace full of opportunities to further your...

Attractive Salary & Incentives - Additional Leave Benefits - Career Development Opportunities **About Us** *** Danny Met Sally is a National Premium Disability Service Provider with a difference. We are the fastest growing disability service provider in Australia, - let us tell you why. The philosophy that drives our organisational purpose is to support...

Staff at the Strategic Support Hub report to the Team Leaders Strategic Support Hub and may be located at dispersed locations nationally working with other SSH staff. This position may be required to work in any of the 3 streams of work managed by the Strategic Support Hub (enquiries, document management, and registrar support) with regular role rotation and...

New opportunity for experienced Client Service Administrator in an award-winning firm **Your new company** Your new company are a reputable professional services firm centrally located in the Inner Southern suburbs. They provide a range of services tailored to each client and their specific needs. They are now seeking a Client Service Administrator to join...

Administrative role with plenty of growth opportunities! - Welcoming team with a great culture - Great CBD location We are seeking a confident and experienced Client Services Assistant to join our team. Part time role (0.7 - 0.8 FTE) requiring energy and enthusiasm to perform a variety of office-related tasks. Plenty of growth opportunities are available....

Entry-level administrative role with plenty of growth opportunities! - Welcoming team with great culture - Great CBD location Entry-level role requiring energy and enthusiasm to perform a variety of office-related tasks. Plenty of growth opportunities are available. Friendly team with a great culture. Nexia Edwards Marshall is a firm known for its quality...

Professional services environment - Welcoming team with a great culture - Great CBD location Nexia Edwards Marshall is a firm known for its quality work. We appreciate that our people are our greatest asset which is reflected in our culture and diverse working environment. We are a member firm of Nexia International, a highly active international network...