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Client Services Officer jobs in Melbourne VIC

• The average pay for Client Services Officer jobs in Melbourne VIC is $55K per year.
• Entry-level positions start at $40K per year, while the most experienced workers can earn up to $70K per year.
6 companies are currently advertising Client Services Officer jobs in Melbourne VIC including APM, WOODS & CO RECRUITMENT, Findex, NTI and Relationships Australia Victoria.
• Top skills include SELF MOTIVATED, MICROSOFT OFFICE, CONTACT CENTRE, CUSTOMER SERVICE TEAM and STRONG COMMUNICATION SKILLS.
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+60d ago
Full time · Permanent
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

Key points we found

  • Coordinate the onboarding of client accounts and manage client data.
  • Check and monitor asset transfers, liaising with Financial Institutions.
  • Communicate and collaborate with Advisers and Client Services team members.
Posted 28d ago
Full time · Permanent
Similar jobs pay ~$70k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Contact warm referred customers to build rapport and create a professional first impression.
  • Confirm customer details and understand the broad reason for their financial enquiry.
  • Book qualified customers into appointments with the appropriate advice team member.
Posted 29d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Support Financial Planning professionals in delivering client services.
  • Manage client enquiries and maintain accurate financial data.
  • Build and maintain strong relationships with clients.
Posted 53d ago
Full time · Permanent
Similar jobs pay ~$70k

70,000 Per Year + Super

Key points we found

  • Support a team of Advisers managing high-net-worth clients.
  • Manage client onboarding and compliance requirements.
  • Assist with portfolio administration and reporting.