Client Services Team Lead jobs in Pennington

Description : This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion...

Client Solutions Manager - Building Management Solutions Johnson Controls Melbourne, VIC Account and Relationship Management (Sales) Full-time Add expected salary to your profile for insights Job Description About the Company: Johnson Controls is the global leader for smart, healthy, and sustainable buildings. At Johnson Controls, we’ve been making buildings smarter since 1885, and our...

Cleaner- Team Leader Torquay Cleaning Torquay, South West Coast VIC Cleaning Services (Trades and Services) Casual/Vacation 34 – 36 per hour Experienced Domestic and Airbnb Team Leader Cleaner We’re on the hunt for a motivated, detail-driven cleaner to lead both domestic and short-stay Airbnb turnovers. If you thrive working independently and enjoy guiding a small team, this role is for...

Major Gifts Lead Melbourne City Mission South Melbourne, Melbourne VIC (Hybrid) Fundraising (Community Services and Development) Full time Add expected salary to your profile for insights Summary Join a leading and innovative community services organisation. Be part of an experienced, high-performing fundraising team. Competitive remuneration package with salary packaging...

Operations Lead - Stadia South East Leisure Dandenong, Melbourne VIC Management (Sport and Recreation) Full time 33.66 per hour + Super + SEL Perks About South East Leisure South East Leisure (SEL) is a facility and leisure management company based in the City of Greater Dandenong with a vision to enhance the health and wellbeing of our community by providing sustainable world class...

First Nations Lead, NEDC The Butterfly Foundation Melbourne VIC (Hybrid) Indigenous & Multicultural Services (Community Services & Development) Part time, Full time Add expected salary to your profile for insights Join a collaboration of people and organisations with an expertise in eating disorders. Be part of the team implementing the National Eating Disorders Strategy. Be surrounded by...

Customer Service Consultant SMAART Recruitment Tullamarine, Melbourne VIC (Hybrid) Customer Service to Call Centre (Call Centre and Customer Service) Full time 64,000 + Super (66,000 + Super after 6 months) Medium application volume We are thrilled to be recruiting for Customer Service Consultants for a leading building materials supplier in Australia! Based in Tullamarine with Free...

Service Technician (Auto Electrician or Mechanic) Bayside Group Notting Hill, Melbourne VIC Electricians (Trades and Services) Full time Low application volume Service Technician (Auto Electrician / Mechanical) Our client is a global manufacturer of technology products used all over the world, with own sales and service companies directly on location where their customers are based. A...

Business Services Accountant Preda Melbourne, VIC Taxation (Accounting) Full-time $60,000–$85,000 per year Preda is a Melbourne-based boutique taxation and business services accounting practice. We’re focused on helping our clients grow beyond what they think is possible to achieve their goals. For more than 15 years, we have partnered with individuals, families, and small- to medium-sized...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

Description : This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution...

Description : In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence business managers and peers to ensure enforcement of...

Description : This job is responsible for leading daily management and development of Institutional Retirement products. Key responsibilities include developing, maintaining and executing the strategic plan of a product, delivering innovative solutions that meet the needs of Workplace Benefits clients, identifying gaps and developing solution plans. Job expectations includes leveraging product...

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal...

Description : This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job...

Description : This job is responsible for partnering with field leadership and financial advisors to grow the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group teams to produce solutions for advisors and territories. Job expectations include driving responsible growth by guiding advisors...

Description : This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and...

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Wealth Management Specialty Operations teams execute manual processes and monitor automated processes to accurately move and/or protect assets and account information according to special product...