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Client Service Officer jobs in Fortitude Valley, QLD

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EXPERIENCED CLIENT SERVICE OFFICER/MANAGER OR PARAPLANNER | $95K PACKAGE

Liaising with clients to collect required information, provideprogress updatesand respond to general queries. Liaising with product providers and other third parties. Arranging client appointments. Preparing files for client me...

CompanyAdvance Recruitment Partners
AddressBrisbane, QLD
CategoryAccounting & Finance
Date Posted 8 hours ago See detail

Experienced Client Service Officer/Manager or Paraplanner | $95k package New

Advance Recruitment Partners

Brisbane, QLD

Liaising with clients to collect required information, provideprogress updatesand respond to general queries. Liaising with product providers and other third parties. Arranging client appointments. Preparing files for client me...

8 hours ago seen See more...

Client service Officer - Career Progression to PY New

My Wealth Solutions

Newstead, QLD

Create client Wealth review documents compiling the clients current situation, projections, portfolio analysis and how they are tracking towards their goals. Provide clients with a Wealth Reviewdocument following their review app...

16 hours ago seen See more...

Client Service Officer (Casual) New

Retirewell Financial Planning

Brisbane, QLD

General office admin duties including shared phone roster. Maintaining client records in our XPlan database. Assistance with preparing for client reviews and processing action items / signed documents.. Making phone calls to foll...

24 hours ago seen See more...

Administration assistant/Client service officer New

Sternlight Financial Advice

Paddington, QLD

Desired experience of 1-2 years in industry or similar business administration. Experience in a financial planning practice is advantageous Proficiency in Microsoft Suite; familiarity with AdvisorLogic and insurance application p...

16 hours ago seen See more...

Client Service Officer

Chandler Macleod Group

Brisbane, QLD

$39 - $39 an hour

Act as the first point of contact when responding to transcript requests and enquiries. Undertake the ordering and distribution of court transcripts, with high attention to detail. Comply with administrative and operational proces...

3 weeks ago seen See more...

Client Services Officer

Lawson Elliott Recruitment

Brisbane, QLD

$65,000 - $85,000 a year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

3 weeks ago seen See more...

Client service officer | CBD | $75-$85k+ Super

Advance Recruitment Partners

Brisbane, QLD

Work closely with a highly experienced team of advisers, paraplanners and support staff. Delivering exceptional Client service and relationship management to HNW client base. onboard new clients. Implementation of advice. Compl...

3 weeks ago seen See more...

Client Services Officer | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

3 weeks ago seen See more...

Client Services Officer/Junior Paraplanner

Bentley

Brisbane, QLD

$60,000 - $75,000 a year

Comprehensive advice firm - be exposed to all areas of financial advice. Social office environment with a family feel. Work with senior financial advisers that are practiced at mentoring staff. Be trained in paraplanning and trans...

3 weeks ago seen See more...

Client Service Officer

Sherrin Partners

Brisbane, QLD

Flexible working arrangements. Salary sacrifice. Study remuneration packages. Quarterly social activities. Desirable Brisbane CBD location. Work for a company that drives progress and success. Work with industry leading advisers....

3 weeks ago seen See more...

Client Services Officer

Plutuss

Brisbane, QLD

$65,000 - $75,000 a year

Honesty, Integrity, and Transparency. Accountability and Excellence. Collaboration and Teamwork. Compassion and Respect. A passion for client service that rivals a puppy's enthusiasm for treats. Communication skills so smooth,...

3 weeks ago seen See more...

Client Services Officer (CSO)

Hudson Financial Planning

Milton, QLD

$65,000 - $80,000 a year

Benefit and learn from the experience of our professional team. Wide variety of clients across Australia that you will deal with on a day-to- day basis. Grow and develop with a company that is progressive and visionary. Onsite p...

3 weeks ago seen See more...

Client Services Officer

Risk & Security Management

Brisbane, QLD

Utilising our in-house file management database to enter client instructions and invoices. Liaising with field agents via telephone and email to confirm status updates and resolve issues. Answering incoming phone calls.. Providin...

3 weeks ago seen See more...

Client Services Officer/Junior Paraplanner

Bentley Recruitment

Brisbane, QLD

$60,000 - $75,000 a year

Comprehensive advice firm - be exposed to all areas of financial advice. Social office environment with a family feel. Work with senior financial advisers that are practiced at mentoring staff. Be trained in paraplanning and trans...

3 weeks ago seen See more...

Client Services Officer

Lawson Elliot

Brisbane, QLD

$65,000-85,000 per year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide pr...

3 weeks ago seen See more...

Client Services Coordinator New

U&U Recruitment Partners

Brisbane, 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...

just now seen See more...

Salary Packaging Assistant - Client Services New

Walshs

Brisbane, QLD

Set up new Salary Packaging accounts with Remserv and Smart Salary for Walshs clients. Review Salary Packaging accounts and ensure clients are set up to maximise their FBT benefits. Liaise with third party authority holders on be...

just now seen See more...

Client Services Officer in Leading Wealth Management Firm

Visis Private Wealth

Brisbane, QLD

$50,000 - $65,000 a year

Data entry and management of client data in X-Plan. Maintenance of all client files. Management of inbound and outbound client correspondence. Admin duties including scanning, mail, and filing. General administrative support to ad...

4 weeks ago seen See more...

Senior Client Services Officer

Infinity Financial Consultants

Bowen Hills, QLD

Support financial planners and clients with ad-hoc client requests;. Prepare and complete paperwork for implementation of advice;. Track implementation of advice and ensure appropriate processing;. Pro-actively follow up applicati...

4 weeks ago seen See more...

Client Services Officer | Financial Planning

Bentley

Brisbane, QLD

$70,000 - $80,000 a year

Proactively support financial advisers. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs) and associate documents. Be a first point of contact for clients. Develop and nu...

4 weeks ago seen See more...

Client Services Officer (Administration)

Gallagher Benefit Services

Brisbane, QLD

Manage client workflow and queries, responding in a timely manner to deliver value and service. Establish and maintain strong client and key stakeholder partnerships. Assist advisers with data collection and information gathering...

4 weeks ago seen See more...

Client Service Officer

Atlamgroup

Brisbane, QLD

Join an innovative and successful financial services firm located on the inner south side of Brisbane in an exciting growth phase. They focus on building relationships with their clients to identify their needs and offer finance s...

a month ago seen See more...

Administration / Client Service Officer

Kbh Solutions

Brisbane, QLD

Administration support. Supporting Directors and Management as required. Preparation of presentations and reporting. Back up reception. Invoicing/accounts support. Supporting marketing. General office support. Great team player. G...

a month ago seen See more...

Senior Client Services Officer

Atlamgroup

Brisbane, QLD

Our client are not just another financial services firm, theyre a team of enthusiastic professionals who are passionate about delivering exceptional service while building meaningful client relationships. They specialise in accou...

a month ago seen See more...

Client Service Officer | Ipswich or Brisbane | Up to $95k package

Jenner Recruitment

Brisbane, QLD

Implementation of advice. Fact finding and validation of clients. Answering phone calls. Third party agreements. Fund Manager follow up. Diary management and meeting co-ordination;. Processing and administration of applications;....

a month ago seen See more...

Client Service Officer, Queensland Police Service

Atlamgroup

Brisbane, QLD

Submit your application here, and you could be considered for future AO3 roles within Weapons Licensing Group, QPS. Additional Information: Submission of this EOI is not a guarantee that you will be offered employment with Queensl...

a month ago seen See more...

Senior Client Services Officer

Fuse Recruitment

Brisbane, QLD

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

a month ago seen See more...

Senior Client Services Officer

Fuse Recruitment

Brisbane, QLD

AUD 70000 - 90000 per annum, + super

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

a month ago seen See more...

Senior Client Service Officer | Brisbane | $95k

Jenner Recruitment Pty Ltd

Brisbane, QLD

Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients wi...

a month ago seen See more...

Client Services Officer

Atlamgroup

Brisbane, QLD

The OrganisationOur client, a reputable, fast growing investment manager and fund services organisation specialising in providing best-in-class local and global investment management solutions. The RoleThe Client Services Asso...

a month ago seen See more...

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