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5 jobs found for client services

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    • melbourne, victoria
    • permanent
    • full-time
    Company Overview This highly successful boutique financial planning firm is seeking an experienced customer service and administration professional to join their friendly team based in the CBD. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, update and maintain records via XPLAN and assist with reviews and reporting. This is a truly unique opportunity for you to take the next step in your career. Key ResponsibilitiesHandle client enquiries providing superior service via phone and emailMaintain and update client records through XPLANSchedule client meetings and manage portfolios to ensure all information is up to datePreparation of investment review reportsManage and improve task threads and templatesAssist with statements/records of adviceLiaise with internal and external stakeholders building strong working relationshipsPrepare up to date market material and communicate with clientsAssist with distribution of client mail outsGeneral administrative duties as required Key RequirementsOne years’ plus experience working in financial services High level of attention to detail and accuracyIntermediate MS office skillsPrevious experience using XPLAN will be highly regardedWell presented with excellent written and verbal communication skills To Apply Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    Company Overview This highly successful boutique financial planning firm is seeking an experienced customer service and administration professional to join their friendly team based in the CBD. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, update and maintain records via XPLAN and assist with reviews and reporting. This is a truly unique opportunity for you to take the next step in your career. Key ResponsibilitiesHandle client enquiries providing superior service via phone and emailMaintain and update client records through XPLANSchedule client meetings and manage portfolios to ensure all information is up to datePreparation of investment review reportsManage and improve task threads and templatesAssist with statements/records of adviceLiaise with internal and external stakeholders building strong working relationshipsPrepare up to date market material and communicate with clientsAssist with distribution of client mail outsGeneral administrative duties as required Key RequirementsOne years’ plus experience working in financial services High level of attention to detail and accuracyIntermediate MS office skillsPrevious experience using XPLAN will be highly regardedWell presented with excellent written and verbal communication skills To Apply Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    • adelaide, south australia
    • permanent
    • AU$60,000 - AU$70,000, per year, plus super
    • full-time
    Client Services OfficerAbout the companyOur client is a well-established and successful Financial Planning firm located on Greenhill Rd. Their ability to provide a values based approach to financial advice for more than 15 years has enabled them to prosper through all of the changes that have occurred in recent years. We are now looking for a client services officer to join the team and be a part of their growing business.About the roleJoining a small, friendly team, your primary objective is to ensure a smooth client experience throughout the financial planning process. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is preferred, as is the ability to work autonomously. Skills and experienceIf you have acquired relevant skills through any of the following businesses then you should consider applying for the role:Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the financial planning process that you will be responsible for, in addition to a friendly, confident and team-focussed mindset. PLEASE NOTE: This role is open to candidates looking for a flexible approach to their work hours, such as 0.80 FTE or school hours. CultureThis is a business that truly lives its values and prides itself on making both their staff and their clients feel valued. Typical hours of work are 8.30am to 5pm Monday to Friday with flexibility available as mentioned above.BenefitsA negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidateHow to applyClick the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    Client Services OfficerAbout the companyOur client is a well-established and successful Financial Planning firm located on Greenhill Rd. Their ability to provide a values based approach to financial advice for more than 15 years has enabled them to prosper through all of the changes that have occurred in recent years. We are now looking for a client services officer to join the team and be a part of their growing business.About the roleJoining a small, friendly team, your primary objective is to ensure a smooth client experience throughout the financial planning process. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is preferred, as is the ability to work autonomously. Skills and experienceIf you have acquired relevant skills through any of the following businesses then you should consider applying for the role:Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the financial planning process that you will be responsible for, in addition to a friendly, confident and team-focussed mindset. PLEASE NOTE: This role is open to candidates looking for a flexible approach to their work hours, such as 0.80 FTE or school hours. CultureThis is a business that truly lives its values and prides itself on making both their staff and their clients feel valued. Typical hours of work are 8.30am to 5pm Monday to Friday with flexibility available as mentioned above.BenefitsA negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidateHow to applyClick the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    • scoresby, victoria
    • contract
    • AU$32.00 per hour
    • full-time
    Our client is the country's largest automotive financier with over 30 years’ experience in the Australian market. They are well known across the Australian market and globally, looking after their customers financial needs and supporting them with insurance, warranty solutions, fleet management and commercial hire. Day to day to the role will see you:Being the first point of contact for customers regarding any finance and insurance queriesEngaging with customers on a range of finance & insurance queries via phone and emailMaking customers feel empowered to make sound financial decisions Going above and beyond to help and support all customers and guests Supporting different departments to ensure customer satisfaction About you: Previous expirience in customer serviceStrong written and verbal communication skillsQuick learner, with the ability to navigate multiple systems Expirience working with targets and KPI'sTeam playerActive listener, with the ability to determine needs and provide satisfactory solutions What's in it for you:Work in state of the art facilities with a cafe, gym and free onsite parkingBe part of an organisation with a unique culture and exceptional business practices Potential for on going growth and development If you are passionate about providing exceptional customer service, this is an opportunity to be a part of a global brand. Please show your interest by APPLYING NOW!At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    Our client is the country's largest automotive financier with over 30 years’ experience in the Australian market. They are well known across the Australian market and globally, looking after their customers financial needs and supporting them with insurance, warranty solutions, fleet management and commercial hire. Day to day to the role will see you:Being the first point of contact for customers regarding any finance and insurance queriesEngaging with customers on a range of finance & insurance queries via phone and emailMaking customers feel empowered to make sound financial decisions Going above and beyond to help and support all customers and guests Supporting different departments to ensure customer satisfaction About you: Previous expirience in customer serviceStrong written and verbal communication skillsQuick learner, with the ability to navigate multiple systems Expirience working with targets and KPI'sTeam playerActive listener, with the ability to determine needs and provide satisfactory solutions What's in it for you:Work in state of the art facilities with a cafe, gym and free onsite parkingBe part of an organisation with a unique culture and exceptional business practices Potential for on going growth and development If you are passionate about providing exceptional customer service, this is an opportunity to be a part of a global brand. Please show your interest by APPLYING NOW!At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    • tanunda, south australia
    • permanent
    • AU$60,000 - AU$80,000, per year, plus super
    • full-time
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate How to apply Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate How to apply Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    • tanunda, south australia
    • permanent
    • AU$60,000 - AU$80,000, per year, plus super
    • full-time
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate How to apply Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate How to apply Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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