Paraplanner/Client Service Officer

Paraplanner Client Service Officer j...

Shape The Future Of Tax Prep As A Trusted Expert In Your Community WithIntuit TurboTax. Build Lasting Client Relationships & Become The Trusted Face Of Intuit TurboTax Locally. EarnAdditional Income. Amazing Work Benefits. Flexible Hours. Your Tax Career Resource. Cutting Edge Technology.

Service Officer

Posted today

Job Description

• Provides competent and error free service to customers of a large/medium/small sized branch both external and internal.
• Assists the Service Manager in planning, organizing, supervising, reviewing and directing the work of the section by allocating duties and providing appropriate instructions and guidance to the rest of the branch members in order to ensure work objectives are met timely, effectively and efficiently.
• Performs checker/authorization function on transactions requiring at least two authorized branch personnel.
• Ensures agreed service targets with the branch's internal and external clients as outlined in the branch's SLAs (Service Level Agreements) are consistently met.
• Identifies risk areas and processes for improvement and recommends with the intention of addressing the risk while providing quality service to the clients.
• Co-administers and suggests policy enhancements that will improve customer service delivery.
• Manages and continuously train human resources to deliver competent and efficient service to clients in line with bank's service objective, sales growth and profitability.
• Develops, manages, executes and monitors service strategies in accordance with Bank's policies and procedures.
• Should always project professionalism, office decorum and acceptable physical appearance in the daily discharge of functions.
• Practices the highest degree of customer service satisfaction.
• Performs Over the Counter function and process transactions in accordance with prescribed policies and procedures.

Branch Service Officer

Posted 1 day ago

Job Description

URGENT HIRING: BRANCH SERVICE OFFICER (BSO)

Location:

G/F Alvicol Bldg., Aguinaldo Highway, Sampaloc I,

Dasmariñas City, Cavite, 4114

Qualifications:

• Bachelor\'s degree in Banking & Finance, Accounting, Business Administration, or related fields
• With 3–5 years of experience in banking operations, including cash handling & teller supervision
• Strong background in bank compliance, AMLA, and internal controls
• Familiar with banking products (deposits, loans, payments, etc.)
• Capable of handling vault cash counts, reconciliations, and branch cash operations
• Proficient in MS Office (Excel, Word) and core banking systems
• Excellent in leadership, communication, and customer service
• Highly analytical, organized, and detail-oriented

Key Responsibilities:

• Supervise daily cash operations including teller functions, cash allocations, reconciliations, and verifications
• Ensure proper cash handling, including end-of-day vault transfers and over-the-counter transaction verification
• Validate client signatures, check authenticity of checks, and authorize transactions beyond teller limits
• Handle client inquiries and concerns, and prepare client communications (thank you letters, dormancy notices, etc.)
• Oversee the upload and approval of loan documents in ENADOC; coordinate with Central Processing Unit (CPU)
• Report suspicious and covered transactions to Accounting and Compliance departments
• Perform call backs of all teller transactions against supporting documents
• Maintain monthly inventory of accountable forms; request replenishment from Head Office as needed
• Facilitate collateral pull-outs, safe-keeping item handling, and mandatory deposit withdrawals
• Act as Branch Supervisor in the absence of the Branch Manager
• Coordinate with depository banks for cash deposits, withdrawals, and check handling
• Perform other operational and supervisory tasks as assigned

Job Type: Full-time

Experience:

• Customer service: 1 year (Required)

Language:

Customer Service Officer

Posted today

Job Description

Company Description

Chelson Gordon Consultancy (CG) is an international consultancy firm specialised in RTO services with a global impact across seven (7) countries. With over a decade of industry experience, our talented team provides top-notch consultancy services to ensure timely and effective solutions for our business partners.

About this position

We are looking for a friendly, reliable, and customer-focused Customer Service Officer. You\'ll be the first point of contact, helping customers resolve inquiries with professionalism, empathy, and efficiency. This is an excellent opportunity to work in an international role supporting a respected brand while gaining exposure to Australian business culture and standards.

Role Description

Respond to students\' inquiries via phone, email, or live chat in a timely and courteous manner

Provide accurate information about products and services.

Log and track issues, ensuring timely follow-up and resolution

Escalate complex issues to relevant internal teams when necessary

Maintain up-to-date knowledge of company offerings and policies

Deliver a consistent, high-quality customer experience in line with Australian expectations

Qualifications

Bachelor degree in any field.

Prior experience in customer service, call centre, or help desk roles preferred

Strong problem-solving skills and a positive, empathetic attitude

Basic computer skills, with familiarity in email, CRMs, and live chat tools

Able to work independently and as part of a remote team

Able to start working early morning shift (5:00 or 6:00 AM – 3:00 or 4:00 PM) is preferable.

Preferred Skills:

Experience serving Australian or international customers

Ability to multitask and prioritise in a fast-paced environment

branch service officer

Posted today

Job Description

The Branch Service Officer is primarily responsible for the cash management and operations of the Branch and serves as primary vault custodian.

Duties and Responsibilities:

• Cash Transactions Management
• Signing and Other Reportorial Functions
• Other Functions

Job Requirements:

• Graduate of any 4-year course, Business related course
• At least 2 years experience in Banking Operations in a supervisory capacity.

Knowledge, Skills, and Abilities Required:

• Proficient in written and oral English communication
• Commendable customer service attitude
• Strong people and leadership skills
• Teamplayer, organized and systematic

What\'s in store for you?

Aside from the Statutory Benefits, we also have top up benefits, such as:

• 14th and 15th month pay
• Medical Plan
• Above industry/ incremental Leave Credits
• Bereavement Assistance
• Employee Loan Programs
• Perfect Attendance Award for Non-Officers
• Service Award
• WealthBank Learning Institute - Training materials and tools to help you build job competency

If you want to take a leap in your career, this is the place for you

Click on the Apply Now button above if you believe you\'re the right person for this role.

Be part of us. Be a Wealthbanker

Senior Client Service Officer

Posted today

Job Description

POSITION DESCRIPTION

JOB TITLE: SeniorClient Service Officer – AU Mortgage

JOB TYPE: Full-time

LOCATION: Home - Based

What We Are Looking For

• 2–4 years\' experience in client handling within the Australian mortgage industry
• Proficiency in Core Banking Systems and major Australian lender broker portals
• Experience using in-house CRM platforms for client data and workflow management
• Working knowledge of Google Workspace, Microsoft Office, and Adobe Sign
• Familiarity with Microsoft Teams, Zoom, and Google Meet
• Strong understanding of mortgage structures (P&I, interest-only, redraw, offset, settlement processes)
• Ability to interpret contracts, bank policies, and financial documents
• Demonstrated experience handling escalations and complex client scenarios.
• Previous exposure to team leadership, mentoring, or supervisory responsibilities.

Key Responsibilities

• Conduct rate reviews and liaise with lenders to secure competitive rates for clients
• Prepare and process client variation requests (e.g., loan purpose changes, loan restructuring)
• Maintain proactive communication with clients, ensuring transparency at all stages

Support brokers with pricing, lender escalation, application tracking, valuations, and documentation

Manage construction drawdown requests, ensuring timely fund releases

• Maintain accurate, up-to-date records in XIN\'s system, including interest rate updates, promotions, and rebate details
• Prepare and circulate weekly pricing and promotion summaries to staff
• Ensure tasks meet agreed service level standards and comply with internal procedures
• Suggest process improvements and contribution to training materials, manuals, and departmental documentation
• Assist in onboarding and mentoring new staff when experienced in the role

Skills and Attributes

• Strong client service orientation with excellent communication skills
• High attention to detail and organizational skills
• Ability to work independently while supporting team objectives

Taguig, National Capital Region ₱ - ₱ Y Go Gridless Philippines Corporation

Posted today

Job Description

This role involves managing customer inquiries, coordinating service and maintenance, and providing technical support for solar PV systems.

After-Sales Service Officer (Solar Energy)

Key Responsibilities:

• Handle customer concerns and resolve technical issues promptly
• Schedule and oversee maintenance visits and service activities
• Provide support on system operations, troubleshooting, and performance
• Monitor service quality and gather customer feedback for improvement
• Work closely with Sales, Installation, and Engineering teams

Qualifications:

• Bachelor\'s degree in Electrical, Mechanical, or Renewable Energy Engineering
• 1–3 years of relevant experience in after-sales, technical support, or customer service
• Solid knowledge of solar PV systems and basic troubleshooting
• Strong communication and customer service skills
• Willingness to travel for site visits; must have a valid driver\'s license

Posted 1 day ago

Senior Client Service Officer (AU Mortgage)

Job Description

Job Title: After-Sales Service Officer (Engineer) – Solar Installation

Job Summary:

We are seeking a proactive and customer-focused After-Sales Service Engineer to manage customer inquiries, coordinate service and maintenance activities, and provide technical support for solar PV systems.

Key Responsibilities:

• Respond promptly and effectively to customer concerns, diagnosing and resolving technical issues related to solar PV systems.
• Schedule, coordinate, and supervise maintenance visits and service activities to maintain system reliability and performance.
• Deliver technical support related to system operation, troubleshooting, and performance optimization.
• Monitor service quality and gather customer feedback to identify opportunities for continuous improvement.
• Collaborate closely with Sales, Installation, and Engineering teams to address customer needs and resolve technical challenges.

Qualifications:

• Bachelor\'s degree in Electrical, Mechanical, or Renewable Energy Engineering.
• 1 to 3 years of relevant experience in after-sales service, technical support, or customer service, preferably within the solar energy sector.
• Solid knowledge of solar PV systems and basic troubleshooting skills.
• Strong communication skills paired with a customer-oriented approach.
• Willingness and ability to travel for site visits; possession of a valid driver\'s license is required.

Be The First To Know

About the latest Paraplanner client service officer Jobsin Santa Rosa

Set Email Alert:

Job title

Location

Customer Relations Personnel

Ayala Alabang, National Capital Region ₱69500 Y California Clothing Inc licensee of GUESS PH

Posted 1 day ago

Job Description

MAJOR RESPONSIBILITES:

• SALES
• Achieve daily sales quota and required KPIs.
• Deliver excellent customer service in adherence to the Guess Selling CultureWell-versed in the mechanics of promotional sales activity and persistent in introducing the promotion to all customers.
• Provide feedback to store head on fast moving and slow moving merchandise.Replenish and arrange merchandise in the sales floor at all times in adherence to store planogram and visual merchandising guidelines.

OPERATIONAL EXCELLENCE

• Conduct morning and evening count on a daily basis.
• Replenish and arrange merchandise in the sales floor at all times in adhere to store planogram and Visual Merchandising guidelines.
• Maintain cleanliness and orderliness in the sales floor at all times.
• Execute security measures in the selling area to prevent pilferage.

JOB QUALIFICATIONS:

• At least college level.
• Preferably with at least six (6) months selling experience. Experience in Retail industry is an advantage.
• Good oral communication skills.
• Physically fit with STAR QUALITY.

Job Type: Temporary

Contract length: 10 days

Pay: From Php695.00 per day

Language:

Expected Start Date: 09/01/2025

Customer Relations Consultant

Posted 1 day ago

Job Description

The client is Australia\'s leading specialist in jewellery and luxury watch insurance. We offer tailored coverage against loss, damage, and theft, giving our customers the confidence to enjoy their treasured items anytime, anywhere. With a strong B2B and B2C network across the country, we\'re redefining the insurance experience through innovation, trust, and exceptional service.

As we continue to grow, we\'re looking for passionate individuals to join our dynamic and welcoming team. If you\'re customer-focused, detail-oriented, and thrive in a fast-paced environment, we\'d love to hear from you.

About the Role

As a Customer Relations Consultant, you\'ll be the first point of contact for our valued clients, handling enquiries via phone and email, maintaining accurate records, and supporting our external payment systems. You\'ll play a key role in delivering exceptional service, identifying opportunities for new business, and contributing to customer retention.

Key Responsibilities

• Customer Service Excellence: Respond to a wide range of customer queries with professionalism and empathy.
• Administrative Support: Manage policy updates, customer requests, and monthly payment processes.
• Performance & Targets: Meet individual and team KPIs through efficient and accurate task execution.
• Brand Advocacy: Encourage satisfied customers to share their experiences through reviews and testimonials.
• Data Management: Maintain up-to-date and accurate CRM records.
• Training & Compliance: Participate in ongoing training and ensure compliance with industry standards.
• Customer Retention: Support the renewal journey by communicating product benefits and maintaining engagement across multiple channels.

What We\'re Looking For

• Proven experience in customer service or a similar role
• Excellent verbal and written English communication skills
• Strong organisational and multitasking abilities
• Proficiency in CRM systems and Microsoft Office Suite

customer relations officer

Posted today

Job Description

• Generate Leads for Z lab Products and Services – from sourcing and turning it into Sales
• Determining customer needs and buying potentials
• Conduct regular telemarketing: Send mail proposals, Client Visit, Product Presentation, and Selling to new and Existing Clients
• Working effectively to expand customer base.
• Provide management with activity and progress reports, customer needs, problems, interests, competitive activities and strategies, and potential for new products and services.
• Developing customer relations by educating the customers about a cosmetics company\'s services, products, and prices
• Building Strong Relationship with customers
• Handling Customer Complaints, making resolutions

Qualifications:

Maximum Education: Candidate must possess at least a Bachelor\'s / College Degree, Business Studies/Administration/Management, Medical Science, Marketing, or Equivalent.

Work Experience: With at least 3 years proven record of work experience as a medical representative or as a sales executive

What Locations Can I Find These Jobs In? #J-18808-Ljbffr

---