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Client Services Officer jobs in VIC

• The average pay for Client Services Officer jobs in VIC is $54K per year.
• Entry-level positions start at $40K per year, while the most experienced workers can earn up to $70K per year.
5 companies are currently advertising Client Services Officer jobs in VIC including APM, Findex, WOODS & CO RECRUITMENT, NTI and Relationships Australia Victoria.
• Top skills include SELF MOTIVATED, MICROSOFT OFFICE, CONTACT CENTRE, CUSTOMER SERVICE TEAM and TEAM PLAYER.
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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.
Expiring in 3d
Casual/Holiday · Contract
Similar jobs pay ~$77k - $82k pro rata

Pay information not disclosed by advertiser

Key points we found

  • Provide high-quality customer service and administrative support.
  • Act as the first point of contact for clients and stakeholders.
  • Work collaboratively within a dynamic team environment.
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.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$66k

Pay information not disclosed by advertiser

Key points we found

  • Full-time Client Services Officer role covering maternity leave for 12 months.
  • Provide exceptional customer service and support to clients in the Latrobe Valley area.
  • Opportunity for personal and professional growth within a supportive team environment.
+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 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.