Client Service Officer jobs in Burleigh Heads, QLD

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CLIENT SERVICES OFFICER

Have recently completed, or working towards completing a degree in Financial Planning or Graduate Diploma in Financial Planning;. Work experience or previous experience in a Financial Planning office will be viewed very favourably...

CompanyRobina Financial Solutions
AddressBundall, QLD
CategoryAccounting & Finance
Date Posted just now See detail

Client Services Officer New

Robina Financial Solutions

Bundall, QLD

Have recently completed, or working towards completing a degree in Financial Planning or Graduate Diploma in Financial Planning;. Work experience or previous experience in a Financial Planning office will be viewed very favourably...

Client Services Officer

Whitefox Recruitment

Gold Coast, QLD

Manage and respond to all client communications via phone and email, ensuring timely and accurate information delivery. Support clients throughout the construction phase, addressing queries and providing updates on milestones and...

Client Services Officer New

Avia Homes Australia Pty Ltd

Southport, QLD

General office administration including answering and transferring all incoming calls. Supporting clients throughout the construction phase of their building journey via phone call and email communication.. Answering and resolvin...

Client Services Officer - Financial Planning

Retire Me Young

Coolangatta, QLD

Must have 2 yrs + working in a Financial Planning firm in a similar role. Must have experience with super and insurance implementation. Would suit a paraplanner. Must have very strong Microsoft Excel skills. Must be fast paced and...

Client Services Officer

Aspire42

Bundall, QLD

Desirable Gold Coast office location. Dynamic, fast growing business. Being a primary point of contact for customers. Providing Aspire42 customers an outstanding experience across all platforms. Time management to ensure continual...

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...

Client Services - Implementation Officer

Your Future Strategy

Surfers Paradise, QLD

is a full-service professional firm consisting of Financial & Strategic Advisers, Accountants and Mortgage Brokers. To be successful in this role you will need the following - At least 1 year experience as a Client Services Offi...

Client Services Officer

Loan Market

Arundel, QLD

Liaising with our Mortgage Brokers, Lenders and Clients throughout the application process. Guiding clients through the initial loan application process, while gathering and processing the appropriate documents. Provide support wi...

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...

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....

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...

Financial Planning Assistant / Client Service officer

Oasis Financial Planning

Mudgeeraba, QLD

$65,000 - $80,000 a year

Assist and support the Financial Plannerss in all daily administration duties of the full end-to-end Financial Planning process, including diary management, processing client correspondence and all around office support. Take inbo...

Client Services - Implementation Officer

Our Group Services Pty Ltd

Surfers Paradise, QLD

Your Future Strategy is a full-service professional firm consisting of Financial & Strategic Advisers, Accountants and Mortgage Brokers. To be successful in this role you will need the following - At least 1 year experience as a...

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...

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...

Admin/Client services New

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...

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...

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...

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...

Client & Customer Service Manager New

Omni Recruit

Broadbeach, QLD

Onboarding new clients. Managing online platforms. Tracking KPI's to ensure team are hitting targets. Working with Sales team and liaising all relevant information to clients. Budget planning and analysis. Building and maintai...

Client & Customer Service Manager New

Omni Recruit

Broadbeach, QLD

Onboarding new clients. Managing online platforms. Tracking KPI's to ensure team are hitting targets. Working with Sales team and liaising all relevant information to clients. Budget planning and analysis. Building and maintai...

Customer Service Officer

Ama Group

Gold Coast, QLD

Ensuring the environment is always customer friendly. Greeting customers on arrival. Keeping our customers informed about the repair process and anticipated completion dates for their vehicles. Contacting customer to ensure that t...

Customer Service Officer

St George Bank

Robina, QLD

Join a supportive team in our Robina branch. Permanent full time role - 38 hours per week. Customer service role working with the local community....

Customer Service Officers (LJP)

Uuel - Robina

Varsity Lakes, QLD

You are a resilient, professional high performing team member who has the customer at the heart of everything you do. The successful person will answer inbound calls and assist with general banking enquiries from existing customer...

Customer Service Officer

Phoenix Advisory Group Pty Ltd

Robina, QLD

Customer Support OfficerPhoenix Advisory Group is a boutique Financial Services firm specialising in financial planning, wealth creation, wealth protection, retirement planning and investment management. We harness innovative tool...

Customer Service Officers (CSO)

Uuel - Robina

Robina, QLD

We are seeking Customer Service Specialists to join our dynamic team at the Robina delivery center, collaborating with one of Australia's premier superannuation funds. Elevate your outstanding Customer Service skills to a new care...

Environmental Services Officer (Cleaner/Porter) - Expression of Interest

Gold Coast Hospital & Health Service

Southport, QLD

Collaborate with teams to ensure our facilities meet the highest standards of cleanliness and safety. Contribute to the delivery of quality patient care by assisting with cleaning, logistics coordination, and patient support. Mana...

Client & Customer Service Manager

Omini Recruit

Gold Coast, QLD

Onboarding new clients. Managing online platforms. Tracking KPI's to ensure team are hitting targets. Working with Sales team and liaising all relevant information to clients. Budget planning and analysis. Building and maintai...

Customer Service Officer / Customer Experience Advisor

The Busy Group

Southport, QLD

Competitive salary; Circa $58k + super. Office daily music. Casual dress everyday. Training and Professional development commitment. Career progression and internal transfer opportunities. BUSY Benefits program. Employee Assist...

Client Liaison Officer

Dedicated Staffing Solutions

Robina, QLD

Experience within the residential building industry is preferred. Demonstrated understanding of residential building. Strong focus on providing client service excellence. Ability to build strong relationships with our valued clien...