Client Services Officer Job at Assure (Melbourne)

Client Services Officer

As part of the application process, you’ll need to complete a short assessment t...

Location

Australia , Cannington

Salary:

Not provided

Assure

Expiration Date

Until further notice

Requirements

Proven experience de-escalating tense or challenging customer interactions with professionalism and care
Familiarity with CRMs and customer databases
confident navigating multiple systems simultaneously
Background in a complex call centre or fast-paced retail environment
Strong problem-solving and critical thinking skills
Ability to work collaboratively across multi-site teams
Demonstrated success working with KPIs and performance targets

Job Responsibility

Process detailed information consistently and accurately
Ensure client assessments are scheduled in a timely manner
Work effectively with others to achieve shared goals
Actively seek to understand customer needs and deliver solutions that balance empathy with organisational outcomes
Absorb new information quickly and apply it effectively
Remain calm and functional in changing environments
Take direct action to meet and exceed performance targets
Bring excellent interpersonal skills, genuine empathy, and a collaborative spirit to every interaction

What we offer

Worklife balance, no weekends
Access to purchase additional leave
Discounted health insurance
Car leasing packages
Paid Parental Leave
Service recognitions
Ability to experience the various APM Group Health brands to broaden your skill set and career growth

Fulltime

Assistant Client Support Officer, Managed Services Client Service Desk

The Managed Services Client Service Desk Administrator is an administrative role...

Location

Malaysia , Cyberjaya

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

High School Certification or diploma or equivalent
Basic to moderate level years of experience
Basic to moderate level experience level in the Technology Industry and Call Centre environment
Ambitious self-starter with the ability to work under general direction
Ability to use sound judgment to escalate an issue to a higher level
Displays a methodical in approach to ticket resolution
Demonstrates ability to interact with a variety of stakeholders
Demonstrates required integrity to ensure excellent client service and retention
Good attention to detail and client focused
Strong and effective verbal and written communication skills

Job Responsibility

Provides an administrative support service to the Managed Services Client Service Desk team
Provides entry level administrative tasks as required by the team
Ensure the correct escalation procedure is followed on all critical calls and requests
May be responsible for receiving, validating, and logging client requests, capturing the detail of the request
Assists with analyzing and interpreting escalation requests to ensure the correct categorization and prioritization
Ensures all relevant documents related to the tickets / requests are maintained, including the client's information
Performs any other related task as required

Fulltime

Client Onboarding Banking Services Officer

For our office in Vilnius we are currently looking for a Client Onboarding Banki...

Location

Lithuania , Vilnius

Salary:

1760.00 - 2200.00 EUR / Month

Alter Domus

Expiration Date

Until further notice

Requirements

You hold a degree in a relevant field such as Law, Finance, or Economics, or possess equivalent experience in Financial or Banking Services
You possess a strong analytical mindset, enabling you to think critically and prioritize competing demands under time pressure
You show initiative, adaptability to change, and the ability to quickly align your priorities with clients' varying requirements and timelines
You are an excellent communicator, able to express yourself clearly and concisely in a friendly and professional manner, complemented by strategic and creative problem-solving skills
You have a high level of attention to detail, superior organizational skills, and take pride in delivering high-quality work
Prior experience in areas such as legal entity formation, corporate onboarding, and bank account opening is preferred

Job Responsibility

Ensure the accurate and timely completion of bank account opening forms across various 3rd party banking service providers, primarily in Luxembourg and other jurisdictions
Maintain up-to-date familiarity with the account opening requirements for each 3rd party banking service provider
Oversee various onboarding functions, including the review of client information and due diligence/KYC documents gathered for bank account openings
Develop and maintain relationships with various 3rd party banking service providers from the time of onboarding until the account is fully operational, acting in a professional, courteous, and prompt manner
Serve as the intermediary between the bank and the client, providing expert guidance on the onboarding and bank account opening process, as well as clarifying bank requirements and managing client expectations

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Client Services Representative – Mental Health Services

This role serves as the first point of contact for clients, guests, and staff en...

Location

United States , Saint Petersburg

Salary:

18.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

Medical, healthcare, or behavioral health office experience required
Strong customer service and communication skills
Experience working with upset, emotional, or high-needs individuals preferred
Comfortable in a high-volume front desk and phone environment
Ability to multitask and remain organized throughout the day
Experience with scheduling systems, EMR/EHR platforms, or medical office operations is a plus

Job Responsibility

Welcome and check in clients, guests, and staff in a friendly and detail oriented manner
Answer incoming calls and direct calls appropriately
Schedule, confirm, and follow up on appointments
Make outbound calls to clients regarding appointments and messages
Collect payments, issue receipts, and balance cash drawer
Update client information accurately in the system
Support clinical staff to maintain smooth client flow throughout the day
Assist with follow-up on pending client concerns or issues
Distribute and collect client satisfaction surveys
Complete data entry and documentation within Avatar system

What we offer

Mileage reimbursement for travel during the workday
Medical, vision, dental, life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

New

Client Services Administrator

As our new Client Services Administrator, you will be the backbone of our daily ...

Location

Australia , Prospect

Salary:

Not provided

Randstad

Expiration Date

July 23, 2026

Requirements

1 year experience
prior experience within the financial planning industry
Proficiency in Xplan is highly regarded
strong skills in Microsoft Word and Excel
solid understanding of financial planning processes, compliance, and lodgements
high attention to detail
self-motivated, organised, thrive in a fast-paced environment
great sense of humour

Job Responsibility

Preparing files, documents, and forms for client reviews, including review reports and fee disclosure forms
Following up on implementations from review meetings, submitting relevant forms, and ensuring strict record-keeping
Regularly updating and maintaining our Client Management System (Xplan) and ensuring all review file notes have everything uploaded
Conducting superannuation research for new clients, as well as printing and binding Statement of Advice (SOA) documents
Scanning, physical client file management, on-boarding tasks, and other administrative duties as required to keep the office running smoothly

Parttime

New

Client Services Assistant

We are a dynamic, professional services firm located in the heart of the Adelaid...

Location

Australia , Adelaide

Salary:

Not provided

Randstad

Expiration Date

July 19, 2026

Requirements

Essential: Minimum 2+ years of administrative experience working within an accounting or professional services firm
Essential: Proven experience using Xplan, the ATO portal, and the ASIC portal
Intermediate to advanced proficiency in Microsoft Word, Excel, and Outlook
High level of accuracy in word processing and database maintenance
A current Police Clearance and valid Driver's Licence (both essential)
Exceptional communication skills with a track record of building strong relationships with both internal staff and external clients
Strong organisational skills with the ability to manage competing tasks and meet tight deadlines

Job Responsibility

Accounting Support: Collate income tax returns and financial statements for individuals, companies, trusts, and superannuation funds
Print Work In Progress (WIP) reports, handle billing worksheets, and complete monthly fees (including write-offs and WIP transfers)
Compliance & Portals: Manage ASIC lodgements/downloads, process general ATO documents, and handle new client setups
Wealth Management Administration: Prepare standard correspondence, Statement of Advice (SOA) letters, and "with compliments" documentation for advisors
General Administration: Manage client appointments, coordinate flights and accommodation, monitor team emails, and provide professional reception cover/lunch relief as required
Office Support: Prepare meeting and function rooms, handle outgoing mail, and maintain accurate data entry across internal databases

Fulltime

Client Services Coordinator

Our client in the Mississauga area is looking for a full time Client Services Co...

Location

Canada , Mississauga

Salary:

50000.00 - 60000.00 CAD / Year

Randstad

Expiration Date

August 23, 2026

Requirements

University or College Education
or relevant customer service experience
Excellent written and verbal communication skills
Warm and friendly demeanor, service oriented with a positive attitude and a strong sense of initiative
Self starter, minimal supervision
Superior multitasking ability
Excellent computer skills: Office 365, Outlook

Job Responsibility

Order processing, invoicing, tracking, phone and email correspondence, and payment processing
Provide frontline support to clients in-person, by e-mail and by phone regarding issue resolution and general customer assistance
Contribute to branch operations by maintaining an organized, presentable, and functional office and showroom space
Collaborate with warehouse personnel to support daily logistics by participating in order picking, shipping, receiving, and other warehouse-related tasks
Perform additional duties as assigned to support business needs
Occasional travel may be required regarding customer requests

What we offer

Competitive salary
vacation
benefits
Monday to Friday schedule with no weekends
Great blue culture environment

Fulltime

Fund Services Officer

You will be responsible for a portfolio of clients and will work as part of a te...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor degree in Accounting, Audit or Economics
0-2 years of relevant experience in the fields of alternative investment fund administration, audit firms or domiciliation
Knowledge of fund industry, valuation, accounting
Necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference and the ability to account for these securities
Fluent in English and French
Team spirit
Capacity to build strong client relationships
Take initiative to act without waiting for direction (when appropriate)

Job Responsibility

Taking care of the day-to-day operations of the funds and following up with third parties, including investors and clients
Keeping the funds books and preparing the periodic funds valuations (Net Asset Value), year-end financial statements, CSSF/BCL reporting, and any other funds related reports
Assisting in the coordination of year-end audits
Assisting in the organisation of board meetings and shareholders’ meetings
Preparing periodic tax and VAT returns and maintaining relevant contact with the Luxembourg tax authorities and tax advisers
Acting as a contact person between shareholders, investment managers, and custodian banks for resolution of any issues that may arise

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements
Generous holidays
Additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
Opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

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Client Services Officer

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Looking for more opportunities?

Client Services Officer

Client Services Officer

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Client Services Representative – Mental Health Services

Client Services Administrator

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Client Services Coordinator

Fund Services Officer

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