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Client Service Associate jobs in Broadbeach, QLD

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CLIENT SERVICES / OPERATIONS ASSOCIATE

Administering the onboarding of new client accounts and ensuring client information is accurately and compliantly recorded. Assist Advisors in preparing, submitting and maintaining relevant paperwork and compliance documents, in l...

CompanyIinvest Trading And Advisory
AddressBurleigh Heads, QLD
CategoryAccounting & Finance
Salary$28 - $32 an hour
Job typePart time
Date Posted a week ago See detail

Client Services / Operations Associate

Iinvest Trading And Advisory

Burleigh Heads, QLD

$28 - $32 an hour

Administering the onboarding of new client accounts and ensuring client information is accurately and compliantly recorded. Assist Advisors in preparing, submitting and maintaining relevant paperwork and compliance documents, in l...

a week ago seen See more...

Client Services Manager

Kollosche

Broadbeach, QLD

Preparing and managing Form 6's and contracts. Managing the administration and marketing of property campaigns. Liaising with suppliers and vendors. Managing prospect lists for lead agents. Executing the team business and marketin...

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Client Services Manager

Right At Home Gold Coast

Bundall, QLD

$75,000 - $80,000 a year

Flexible hours available. 2-3 years of relevant work experience required for this role. Working rights required for this role. Expected salary: $75,000 - $80,000 per year....

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Client Services Office

Donmont Capital Pty Ltd

Bundall, QLD

$55,000 - $70,000 a year

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

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CLIENT SERVICES COORDINATOR | BUNDALL | $80K + SUPER

Roc Consulting

Bundall, QLD

$65,000 - $90,000 a year

MODERN ACCOUNTING FIRM BASED IN BUNDALL. GENUINE OPPORTUNITIES TO PROGRESS. 100% CLOUD BASED AND GREAT OFFICE CULTURE. $80K + SUPER Lodging tax returns and BAS. ASIC Corporate compliance. SMSF administration. Client relationship m...

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Client Service Manager | $75-85k package

R2 Group Pty Ltd

Robina, QLD

$75,000 - $85,000 a year

Gold Coast work close to home. Mature Financial Planning business. Xplan Skills highly valued. Client Centric advice focussed. Variety, mentoring and growth position. Learn from the best! Implementation of SOA's / ROA's. Prepare...

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Senior Client Services Coordinator

Advanced Buildings

Carrara, QLD

Assist with job updates within active jobs- Including active make safe jobs. Contacting the client/insured after job is allocated. In collaboration with the construction team, follow up with quotes/variations where required. Ensur...

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Client Services Manager

Right At Home Gold Coast Northern Rivers

Bundall, QLD

Position Available: Client Services Manager. Company: Right at Home Gold Coast Northern Rivers. Location: Gold Coast North, including The Scenic Rim and surroundings. Employment Type: Full-time. Join a reputable international com...

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Client Services Manager

Right At Home

Bundall, QLD

Position Available: Client Services Manager. Company: Right at Home Gold Coast Northern Rivers. Location: Gold Coast North, including The Scenic Rim and surroundings. Employment Type: Full-time. Join a reputable international com...

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Client Service Manager

Loan Market

Broadbeach Waters, QLD

Provide invaluable support and assistance to our brokers. Essential experience in loan processing, servicing calculators, and online application systems. Preferable knowledge of MyCRM or similar aggregator CRM platforms. Possess a...

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Client Service Officer - Gold Coast - $80,000 plus super

Advance Recruitment Partners

Gold Coast, QLD

Minimum 2 yrs client relationship/admin experience for advice firm. Excellent written and verbal communication skills. Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions....

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Client Service Officer

Hub24 Group

Gold Coast, QLD

Contact Centre inbound and outbound call enquiries. Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients. Assist with client enquiries in line with t...

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Client Services Officer/ Administration Assistant

Crest Accountants

Burleigh Heads, QLD

Ability to learn quickly;. Organised with high attention to detail;. Experience in a similar position within a Professional Services environment an Accounting firm highly regarded;. Extremely organised with great attention to d...

3 weeks ago seen See more...

Client Service Coordinator

Voyager Recruitment

Bundall, QLD

$70,000 - $70,000 a year

Our Client is an Accounting and Financial Services firm located on the Gold Coast and were established three decades ago.. They boast an enviable Company culture built on trust, transparency and team work. Located Centrally on th...

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Client Service Coordinator

Voyager Recruitment

Bundall, QLD

$70,000 + Superannuation

Our Client is an Accounting and Financial Services firm located on the Gold Coast and were established three decades ago.. They boast an enviable Company culture built on trust, transparency and team work. Located Centrally on th...

3 weeks ago seen See more...

Client Service Manager

Loan Market

Broadbeach, QLD

Liaising with our Mortgage Brokers, Lenders, Conveyancers and Clients. Guiding clients through the loan application process, while gathering and processing the appropriate documents. Processing applications from broker handover to...

2 months ago seen See more...

Client Services Officer

Regroup Solutions

Southport, QLD

$60,000 - $70,000 a year

relatively early on in their accounting career or highly experienced in business administration;. an excellent communicator;. a lateral thinker;. has experience in professional services;. has long term plans to grow their career a...

3 weeks ago seen See more...

Client Services Officer

Regroup Solutions

Southport, QLD

$60,000 – $70,000 per year

relatively early on in their accounting career or highly experienced in business administration;. an excellent communicator;. a lateral thinker;. has experience in professional services;. has long term plans to grow their career a...

3 weeks ago seen See more...

Client Service Coordinator

Voyager Recruitment

Gold Coast, QLD

Our Client is an Accounting and Financial Services firm located on the Gold Coast and were established three decades ago. They boast an enviable Company culture built on trust, transparency and team work. Located Centrally on the...

3 weeks ago seen See more...

Client Services Team Leader

Transcord Community Transport Limited

Southport, QLD

Experience coordinating a team and facilitating a productive work environment. Experience working with organisations supporting NDIS and My Aged Care clients. Experience with MAC and DEX compliance reporting. Demonstrated experie...

3 weeks ago seen See more...

Client Services Officer

Oakview Financial

Southport, QLD

$52,000 – $65,000 per year

Honesty. Integrity. Reliability. Trustworthy. Consistency. Exceed expectations. Your primary role will be to work closely with the Financial Planner to provide excellent customer service and administrative support. Schedule appoin...

3 weeks ago seen See more...

Client Service Manager

Xyz Finance

Broadbeach Waters, QLD

Support and assistance to the brokers. Experience in loan processing, servicing calculators and apply online a must!. Knowledge of MyCRM (or similar aggregator CRM) optimal but not necessary. Professional telephone manner. Outstan...

3 weeks ago seen See more...

Client Services Officer

Veracity Wealth Planning

Oxenford, QLD

Highly organised with a strong attention to detail is essential. Excellent communication skills, both written & verbal. Strong time management skills and the ability to prioritise and manage multiple tasks. Proficient in Microsoft...

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CLIENT SERVICES COORDINATOR | NORTH LAKES | $70-75K SUPER

Atlam Group

Gold Coast, QLD

Permanent

CLIENT SERVICES COORDINATOR | NORTH LAKES | $70-75K SUPER MODERN FIRM BASED IN NORTH LAKES AVOID THE CBD TRAFFIC AND WORK CLOSER TO HOME WARM AND FRIENDLY CULTURE UP TO $75K SUPER PLEASE NOTE THAT ONLY CANDIDATES WITH AUSTRALIAN P...

4 weeks ago seen See more...

Client Services Manager

Atlam Group

Gold Coast, QLD

Permanent

CMBM (Clean, Maintain, Build, Manage) is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State.About the role:We are looking for a conscientious, p...

4 weeks ago seen See more...

Client Services Coordinator

Hays Recruitment

Gold Coast, QLD

Handling SMSF administration. Managing client relationships. Coordinating collations and client correspondence. Lodging tax returns and BAS. And other administrative duties. Excellent communication and presentation skills. 2+ year...

a month ago seen See more...

Client Services Officer

Walker Andersen

Gold Coast, QLD

TAP has partnered with a number of national and boutique wealth management firms dedicated to providing exceptional financial advice and services to their valued clients.With a commitment to excellence and a client-centric approac...

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Client Services Officer

Tap The Andersen Partnership

Gold Coast, QLD

TAP has partnered with a number of national and boutique wealth management firms dedicated to providing exceptional financial advice and services to their valued clients.With a commitment to excellence and a client-centric approac...

a month ago seen See more...

Client Services Scheduler

Conexson Internal

Gold Coast, QLD

Responsible for a set region in Gold Coast and part of a small regional team. Buddy up with your Regional Manager to grow your region. Ability to move into a Senior Scheduler role quickly with an increase in salary. Monthly bonus...

a month ago seen See more...

Client Services Care Assessment Officer's - Growing Business

Aged Care Reviews Pty Ltd

Southport, QLD

If you think you have seen this ad before, you are right! We are a rapidly Growing Business with constant exciting new opportunities. Join a growing team.. Multiple Casual Positions Available 20-30 hours per week. View to Permane...

a month ago seen See more...

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