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Client Service Lead jobs in Queensland

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CLIENT SERVICE OFFICER - PATH TO ASSOCIATE ADVISORS

Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...

CompanyPatrick John Walford
AddressBrisbane, QLD
CategoryAccounting & Finance
Date Posted a week ago See detail

Client Service Officer - Path to Associate Advisors

Patrick John Walford

Brisbane, QLD

Attend new client appointments to observe and prepare comprehensive file notes. Maintain and manage client data in Xplans. Liaise with internal and external Paraplanners and support staff to generate advice documents and manage...

a week ago seen See more...

Client Services Officer

Qc Accountants Pty Ltd

Southport, QLD

Client Onboarding and Support: Guide clients through their journey with us, from onboarding to the delivery of their work. Service Standard Maintenance: Uphold the firms service standards when working with clients and team members...

a week ago seen See more...

Client Service Officer | Sunshine Coast | $88k

Jenner Recruitment

Queensland

Implementation of advice. Client and advisor liaison. Management of ongoing tasks through Xplan. Completion of ROA on occasion. Proactively chasing up documentation from clients, advisors and outside third parties. Undertake Clien...

a week ago seen

Real Estate Remote Services Lead

Shell

Brisbane, QLD

Conduct regular assurance reviews with service providers for quality and integrity and implement service quality tracking and set service standard benchmarks for the team to deliver, including quality assurance checks across each...

a week ago seen See more...

Client Service Planner - Innisfail

St Johns Community Care

Innisfail, QLD

$34,100 tax-free: salary sacrifice benefits + compulsory tax-free threshold. Paid Certificate III in Business or Certificate III in Individual Support. Full-time positions and encouragement to take paid leave. Internal promotions...

a week ago seen See more...

Admin/Client services

Clear Sky Financial

Mermaid Beach, QLD

Data Entry. Admin Support for our Advice Team. Speaking to Super Funds and Insurance Companies. Assisting Clients with Enquiries. Experience with Microsoft Office - preferably excel. Typing and Computer Skills. Good Communication...

2 weeks ago seen See more...

Client Service Manager / Paraplanner

Candor Recruitment

Maroochydore, QLD

Timely and accurate implementation of all advice documents. Data entry into XPLAN ensuring client records are up to date. Manage planner's diary, book appointments and preparing for meetings. Develop and maintain relationships wit...

2 weeks ago seen See more...

Client Services Manager

Your Vision Financial Solutions

Ascot, QLD

You have Drive, Determination and you're an Efficiency Ninja. You love dealing with clients, being the first point of contact and getting to know them. You go above and beyond for our clients and our team. What drives you even mor...

2 weeks ago seen See more...

Client Service Manager

Candor Recruitment

Varsity Lakes, QLD

Timely and accurate implementation of all advice documents. Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews. Manage the administrative function within the office.. Processing new client pac...

2 weeks ago seen See more...

Client Services Officer - Career Progression to PY

My Wealth Solutions

Bundall, QLD

Prepare accurate documentation for upcoming Statement of Advice meetings. Managing the ongoing implementation of the strategies documented in Statements of Advice. Provide a high level of support to clients ensuring our customer s...

2 weeks ago seen

Client Service Officer - Implementation - Up to $70,000 + Super

Voyager Recruitment

Brisbane, QLD

Career progression available with paid education should you wish to further advance. Up to $70,000 + Super and annual bonuses paid out at Christmas. Enviable company culture, break out room featuring a pool table and dart board. T...

2 weeks ago seen

Client Service Coordinator - ASIC and Corp Sec

Voyager Recruitment

Bundall, 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 th...

2 weeks ago seen

Lead Walker - Dog / Cat - Pet Care Services Supervisor

Windy City Paws Inc.

Gold Coast, QLD

So are we!Windy City Pawsis Chicagos top-rated dog walker and cat sitter for busy professionals. Our clients experience the convenience of our advanced services, featuring GPS verification for added reassurance and seamless onlin...

7 days ago seen See more...

Customer Service Team Lead

Michael Hill Jeweller

Cannon Hill, QLD

Effectively represent and embody the ethos and values of the Michael Hill group. Coach, develop, and delegate tasks among the team to enhance skills and performance. Explore online sales opportunities to drive revenue and elevate...

a week ago seen See more...

Lead Client Accountable Executive

Oracle

Brisbane, QLD

Career Level - IC4As a world leader in cloud solutions, Oracle uses tomorrows technology to tackle todays problems. True innovation starts with diverse perspectives and various abilities and backgrounds.When everyones voice is...

a week ago seen See more...

Client Services Administrator/Receptionist

Bentley Recruitment

Brisbane, QLD

$65,000-75,000 per year

THE OPPORTUNITYBased in Brisbane CBD is a reputable accounting & advisory firm that has a long-standing history in the industry. If you enjoy communicating with clients, building relationships, and undertaking a diverse administra...

3 weeks ago seen See more...

GP/ED Locum with the leading Indigenous Health service in QLD

Wavelength International

Yarrabah, QLD

Duration: Number of blocks available within these dates Conditions: Our client is a rural and remote Indigenous Community hospital looking for a GP/ED Senior Medical Officer to work in their busy emergency department. The doctor w...

2 weeks ago seen See more...

Client Insights Lead

Gallagher Au

Brisbane, QLD

Work with a variety of internal and external stakeholders to help uncover insights and develop analytical data stories. Develop and execute database queries. Validate the accuracy of data outputs. Responsible for the analysis, des...

2 weeks ago seen See more...

Client Service Officer/ Administration

Apex Financial Advice

Woolloongabba, QLD

Previous experience is preferred. A passion for finance and working in the industry is essential. Time management skills and being able to work autonomously. Strong attention to detail. Exceptional communication and interpersonal...

3 weeks ago seen See more...

Client Service Planner

St Johns Community Care

Innisfail, QLD

$34,100 tax-free: salary sacrifice benefits + compulsory tax-free threshold. Paid Certificate III in Business or Certificate III in Individual Support. Full-time positions and encouragement to take paid leave. Internal promotions...

3 weeks ago seen See more...

Client Services Officer

Clover Pipelines

Rocklea, QLD

Assisting customers with general enquiries. Co-ordinating project deliveries and providing advice on current order status;. Providing exceptional customer service, product, pricing and technical assistance;. Meeting customer deadl...

3 weeks ago seen See more...

Receptionst/Accounting Client Services/Administration

Cma Accounting And Taxation Services

Marcoola, QLD

Strong customer service and client-centric skills. Excellent written and verbal communication skills and the ability to liaise with people across all levels of the organisation. A determination that achieves set outcomes and a foc...

3 weeks ago seen See more...

Client Services Officer (Student Services)

James Cook University

Cairns, QLD

Full-time: 36.25 hours per week. Continuing appointment. Based at the Cairns Nguma-bada campus. HEWL 5: $72,059 - $81,732 per annum plus up to 17% superannuation. A generous superannuation scheme with up to 17% employer contribut...

3 weeks ago seen See more...

Client Service Officer

Queensland Police Service

Townsville, QLD

** Mutiple Positions Available **Your Key Accountabilities will include: Be an agile communicator and apply critical thinking to ensure each call is directed to the correct resolution type and assigned the correct priority code....

3 weeks ago seen See more...

Client Services Coordinator

Advanced Buildings

North Lakes, QLD

Advise on processes for potential improvement opportunities. Attendance and participation in all mandatory inhouse and industry specific training. Occupational Health and Safety matters are actioned and managed accordingly. Compi...

3 weeks ago seen See more...

Client Service Officer

Queensland Police Service

Oxley, QLD

Develop, plan, coordinate and deliver training programs including tailor-designed and module based. Prepare and produce content, information packages and training programs. Develop and maintain and update, training records in an e...

3 weeks ago seen See more...

Client Services Coordinator - Logan Region

Southern Cross Care Qld

Edens Landing, QLD

Competitive salary package + benefit of NFP salary sacrifice options. Opportunity to join a supportive organisation with great staff culture. Ongoing individualised training and mentoring program. Employee Assistance Program for e...

3 weeks ago seen See more...

Client Services Coordinator

Advanced Buildings

Brisbane, QLD

Advise on processes for potential improvement opportunities. Attendance and participation in all mandatory inhouse and industry specific training. Occupational Health and Safety matters are actioned and managed accordingly. Compi...

4 weeks ago seen See more...

Client Services & Contracts Administrator

Hallmark Finance

Broadbeach Waters, QLD

Maintaining Developer/Aggregator relations. Assisting with property stock acquisition and management. Collating and updating sales material for property sales. Vetting and issuing property sales contracts. Providing regular update...

4 weeks ago seen See more...

Cleaning Services Leading Hand

Holy Cross Services Ltd.

East Brisbane, QLD

Lead a small team of 1 to 10 employees. Undertake general cleaning of areas of the hospital, including offices, floors, corridors, stairwells and toilets, as directed by Cleaning Services Supervisors.. Routine and reactive cleani...

4 weeks ago seen See more...

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