Job offers: Financial services customer adviser

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Stirling Andersen

Client Service Officer - Financial Planning - Ref No.ER-120216CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Sponsored
Stirling Andersen

Client Support Manager - Financial Planning

Stirling Andersen :: Brisbane, Queensland :: 7 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Sponsored
Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-CSO16/0216

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Fund Administrator

RecruitLoop :: Melbourne, Victoria :: 4 days ago

The Company: From their early beginnings in the Financial Services industry in 2001, our valued client, OneVue, is an ASX-listed financial services company ... dealing with queries from the inte al adviser service team Ø Process all new applications ... Importantly, you have a passion and excel in customer service delivering accurate and timely ...

Product Manager - Commercial Leasing

Selection Partners :: Melbourne, Victoria :: 4 days ago

... helping define and drive an entire industry of dynamic mobile-related services, this global organisation and its people are inspired by technology, ... to lead their Consumer Lending. You will develop strong ties with key customer stakeholders, and become a trusted adviser on financial services. You will own and manage the key customer operating rhythm ...

Stirling Andersen

Client Support Manager - Financial Planning

Stirling Andersen :: Brisbane, Queensland :: 7 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Client Services Consultant

Recruitment Alternative :: Sydney, New South Wales :: 7 days ago

... Employer A highly successful Boutique Financial Planning, with a small Accounting arm ... over time and fledged into a financial adviser position with their existing client ... will include but not limited to: - Customer Service - Assist the two Financial ... - Exposure to working within Financial Services/ Wealth Management/Advisory practices. ...

Client Solutions Representative

Hallis Recruitment Melbourne :: Melbourne, Victoria :: 29 days ago

... Limited is a leading provider of Fund Services, investment and superannuation ... management industry. The Investor and Adviser Services team within Fund Services ... About You - 5 years + experience in the financial services industry - Experience in ... skills and problem solving ability - Customer service focus, with a passion for ...

Colonial First State

Team Leader, Contact Centre (6 Month Contract)

Colonial First State :: Sydney, New South Wales :: over 30 days ago

... as well as domestic insurance and financial advice business support div isions. ... the day to day operations of client, adviser, employer and third party interactions. ... our value proposition of a superior customer experience, delivered with industry ... one of nine teams within Contact Centre Services, responsible for incoming interactions ...

Investor & Adviser Services Representative - Ref No.2242353

Succession Recruitment :: Sydney, New South Wales :: over 30 days ago

... business from an operational and client services perspective, maintaining a high quality of ... assist Advisers with resolving client/Adviser operational issues both over the phone and ... that are focused on delivering a positive customer experience and have been working for the past 1-2 years within a Financial Services contact centre. Candidates must ...

Stirling Andersen

Private Wealth Adviser - Ref No.AD11109

Stirling Andersen :: Sydney, New South Wales :: over 30 days ago

We are partnering with an established Financial Services organisation seeking an experienced private wealth adviser. We are looking for an experienced Private Wealth Adviser who will apply a consultative approach to identifying ... - ESSENTIAL - Commitment to Financial Planning and customer centric approach - Strong communication, influencing and ...

Stirling Andersen

Client Support Manager - Financial Planning - Ref No.ER-010315CSM

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-010315CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Service Officer - Financial Planning - Ref No.ER-120216CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-CSO16/0216

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - In the process of obtaining/or ...

Stirling Andersen

Receptionist/Client Service Officer - Financial Planning - Ref No.ER-RECCSO1502

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... of contact liaising between clients and adviser's ensuring exceptional service. - ... on existing and new products and services offered in order to identify leads and ... to ensure a smooth and positive customer experience - Identifying and assisting ... interest for assisting clients achieve financial goals - Exceptional Client Service ...

Student Adviser / Customer Service Consultant - Ref No.2227907090216

SMAART Recruitment :: Melbourne, Victoria :: over 30 days ago

Currently seeking a customer service focused Student Adviser to join my clients Australian owned Registered Training Organisation (RTO), specialising in registered training for the financial services industry. This dynamic team in South Melbourne is looking for someone almost immediately. Full training will be provided for the right candidate. As ...

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