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Client Service Executive jobs in Queensland

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CLIENT SERVICE MANAGER

Managing the implementation of advice and completing post-implementation checks;. Preparing documentation for client meetings;. Providing ongoing day to day administration for, and developing and maintaining strong relationships w...

CompanyExcel Wealth
AddressMaroochydore, QLD
CategoryAccounting & Finance
Date Posted a month ago See detail

Client Service Manager

Excel Wealth

Maroochydore, QLD

Managing the implementation of advice and completing post-implementation checks;. Preparing documentation for client meetings;. Providing ongoing day to day administration for, and developing and maintaining strong relationships w...

a month ago seen See more...

Client Services Officer

Fiducian Financial Services

Maroochydore, QLD

Efficiently manage and coordinate appointments and schedules, including the coordination of client review appointments. Receive and handle telephone calls and correspondence, both electronic and postal, ensuring appropriate distr...

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Client Services Assistant / Domestic Cleaner - Townsville

Ozcare

Townsville, QLD

$26.03 per hour. Part time. Assist with the preparation of meals by performing tasks allocated by the Cook (where applicable). Efficiently clean Dining Room, Kitchen and serving areas after meals, or when required. Perform tasks a...

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Client Services Officer

Zanetti Recruitment & Consulting

Brisbane, QLD

Processing of day-to-day administrative tasks in XPLAN. Scheduling and following up on client appointments. Hands-on role assisting the team with the implementation of advice. Working with Financial Planners to prepare plans and s...

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Administration / Client Service Officer

Journey Financial Group

Kirwan, QLD

Processing and implementing client business. Diary management. Liaising with clients / product providers. Providing support to the Financial Advice Team. Administration experience and/or employment within the Financial Planning in...

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Client Service Officer

8 Collective Advisory

Queensland

Working with accountants closely to identify needs of clients and match with appropriate solutions. Handling client admin enquiries. Accurate record-keeping. Client Onboarding Management. ATO portal and reporting. ASIC company sec...

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Client Service Officer - with Professional Year opportunities available

Continuum Financial Planners

Upper Mount Gravatt, QLD

Client Services: Prepare materials for client meetings, arrange appointments, and ensure timely management of all client communications and requests Strategy Implementation: Assist in implementing recommended financial strategies...

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Client Service Officer

Coral Coast Financial Services

Innisfail, QLD

Review meeting preparation and advice and supporting document production. Implementation of advice including investment, superannuation and insurance. Serve as the primary point of contact for clients, addressing enquiries, and pr...

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Client Service Officer

Insurance House Group

Brisbane, QLD

Processing new business, renewals, amendments, certificates of currency and endorsements (that's insurance talk for reviewing new applications and making changes to existing policies). Respond to enquiries/requests from the broke...

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Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

Fundd

Bundaberg, QLD

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

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Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

Fundd

Queensland

$52,000-65,000 per year

Candidates will be required to complete an aptitude test as part of the selection process. This is a permanent position available as either part-time or full-time, depending on the applicant's preference. Salary range: $52,000 - $...

a month ago seen See more...

Client Services Manager

Johnnyh

Varsity Lakes, QLD

Liaise with clients, Support Coordinators and all community stakeholders. New client onboarding and client relationship management including client profiles, Service Agreements, Schedule of Supports and Risk Assessments. Business...

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Client Services Coordinator

U&U Recruitment Partners

Eight Mile Plains, QLD

Provide reception duties to their client base;. Managing meeting room bookings including setting up rooms and assisting with meeting requests;. Management of social media accounts;. Answering phones, emails, and all correspondence...

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Station Client Service Officer

Queensland Police Service

Beenleigh, QLD

Applicants are advised that the current working hours are between 7am and 10pm in at least a two-shift rotational roster (including weekends). Shift, weekend and public holiday penalty rates apply. You will assist the Officer in C...

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Senior Client Services Officer

Queensland University Of Technology

Kelvin Grove, QLD

$89,120 to $96,497. Ongoing, full-time. Both Gardens Point and Kelvin Grove campuses. Reference number: 24430. Term:Ongoing, full-time basis Remuneration:$105,466 to $114,196 pa (HEW6) (inclusive of $89,120 to $96,497 salary pa,...

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Casual Client Service Officers

Shine Lawyers

Brisbane, QLD

Responding to inbound calls and other communications. . Cultivating strong relationships and trust through empathy and understanding, interpreting client needs and connecting them with the right legal team members. . Answering q...

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Senior Client Services Officer (Full-Time) - headspace Inala

Accoras

Inala, QLD

data entry, wait-list management, appointment and calendar bookings, managing client flow and journey throughout programs. Medicare billing, batching and electronic claims. responding to referrals, enquiries and requests for infor...

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Client Services Officer (CSO) - Life Insurance

Mad About Life - Risk Advice

Paradise Point, QLD

Delivering exceptional customer service via phone, digital meetings, and email. Assisting the advice team with risk research, pre-assessments, and quoting. Managing the implementation & application process for all retail insurance...

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Client Services Officer (CSO)

Donmont Capital Pty Ltd

Bundall, QLD

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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AO3 Housing Officer - Client Service/Admin (Government - $44.49-$46.27/hour)

Top Office Group Pty Ltd

Queensland

Assessing property applications and grants, conducting client interviews and making referrals to support service agencies as required. Maintaining property waitlists, allocations and vacancies, ensuring departmental compliance as...

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Client Services Officer – Financial Planning

Nest Egg Solutions

Maroochydore, QLD

Exceptional customer service. Implementation of Advice with fund manager or superannuation providers. Attention to detail and time management skills. A good working knowledge of Word, excel etc. Must be well spoken (both written a...

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Junior Client Services Officer

Bentley

Brisbane, QLD

Quarterly social events. EOFY and Christmas events. Flexible working hours. WFH can be offered. Career progression and training available. Study support and study programs offered. Manage and process all documents (implementation)...

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Client Services Manager | Administration Officer | Accounting Firm

Mw Recruitment

Indooroopilly, QLD

Leadership Opportunity: Be the go to for clients, staff overseas and the partner you work for. Client Interaction: Be the primary contact for our valued clients ensuring top-notch exceptional communication.. Continuous Learning:...

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CLIENT SERVICES/PA | BONDI | $75-85K + SUPER + BONUSES

Roc Consulting

Gold Coast, QLD

$65,000-95,000 per year

RELAXED ACCOUNTING FIRM BASED IN BONDI. CLOSE TO PUBLIC TRANSPORT. STABLE CLIENT BASE. $75-85K + SUPER. Lodging tax returns and BAS. Liasing with the ATO. Client relationship management. Corporate secretarial duties. Collations an...

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Client Services- Debt recovery

Atlam Group

Gold Coast, QLD

Permanent

The ideal candidate will possess a minimum of three years of experience in debt negotiation and recovery, with a strong commitment to delivering exceptional legal services to their clients. The ideal candidate will possess a minim...

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Client Service Officer

Queensland Government

Rockhampton, QLD

Permanent

Experience in or the ability to rapidly acquire the skills and knowledge to utilise payroll and rostering solutions and maintain rostering and HR master data in an accurate and efficient manner. Demonstrated word processing and da...

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Client Services - Community

Ech

Parkside, QLD

$18,549 per year

Full-time (76 fortnightly hours). Administrative role that makes a difference. Join an established Not For Profit with strong values and a great culture....

2 months ago seen See more...

Expression of Interest - Client Service Manager, Wealth Management

Morgan Stanley

Brisbane, QLD

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

2 months ago seen See more...

Client Services Officer / Administrator

Pkf Hr Services Pty Ltd

Surfers Paradise, QLD

Proactively building and maintaining strong working relationships with clients and staff. Collating and lodging documents with relevant authorities including the ATO, ABR and ASIC. ASIC company secretarial support. Processing refu...

2 months ago seen See more...

Client Service Officer

Michael Page

Eagle Farm, QLD

Provide effective customer service, and assist with telephone calls. Assist with complaints and compliance processes. Assist with mail outs, as required. Providing up to date and consistent Information to clients on relevant stand...

2 months ago seen See more...

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Top Jobs in Queensland

Financial Accountant, Service Officer, Accounts Officer, Senior Compliance Officer, Customer Service Supervisor, Director Of Finance, Head Of Customer Service, Senior Project Accountant, Accountant Bookkeeper, Client Service Consultant, Group Account Director, Senior Fund Accountant, Sales Operations Manager, Senior Category Manager, Client Services Consultant,

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