Client Service Officer jobs in Herston, QLD

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LENDING CLIENT SERVICES OFFICER

Foster a warm and welcoming environment to ensure the clients experience is positive, comfortable and aligns with William Bucks values. Maintain constant communication with clients, Lending Manager and referrers throughout the...

CompanyWilliam Buck
AddressBrisbane, QLD
CategoryAccounting & Finance
Date Posted 2 days ago See detail

Lending Client Services Officer

William Buck

Brisbane, QLD

Foster a warm and welcoming environment to ensure the clients experience is positive, comfortable and aligns with William Bucks values. Maintain constant communication with clients, Lending Manager and referrers throughout the...

Client Services Officer/Junior Paraplanner New

Bentley

Brisbane, QLD

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...

Client Services Officer - Part time

Cw Recruitment & Consulting

Brisbane, QLD

Perform general administration. Receive and review all client source documents and liaise with clients regarding any missing information and general enquiries. Proactively manage client relations and communications with the firm....

Client Services Officer/Appointment Setter

Fp Partners Pty Ltd

Brisbane, QLD

Your primary role will be to work closely with the leadership team to provide excellent customer service and administrative support. Schedule appointments and reviews on behalf of the leadership team. Liaising with clientsto requ...

Client Services Officer / Administrator

Mw Recruitment

Brisbane, QLD

Prepare proposals for clients and fee preparation. Preparation of relevant communication to clients. Updating of Xero Practice Management (XPM) software for client charges. Onboarding of new clients and attending to ad-hoc client...

Senior Client Service Officer

Queensland Government

South Brisbane, QLD

Permanent

Communicate, liaise and network with MASS personnel, government and non-government agency personnel. Maintain manual and computerised information systems and databases, including the ability to abstract, interpret and disseminate...

Client Services Officer

Ri Advice Alderley

Newmarket, QLD

Be the first point of contact when clients call up;. Help us deliver excellent client outcomes by preparing and implementing holistic financial advice recommendations;. Service clients by responding to queries via email, phone, a...

Client Services Officer

Troocoo

Brisbane, QLD

Supporting the Financial Planners in day-to-day financial planning administration. Liaison and follow up of clients and third parties. Conduct research on a range of topics including superannuation and insurance. Create comparison...

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...

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...

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...

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...

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,...

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...

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)...

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

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...

Client service Officer - Career Progression to PY

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...

Administration assistant/Client service officer

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...

Client Service Officer (Casual)

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...

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

Top Office Group Pty Ltd

Fortitude Valley, QLD

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...

Acting Administration Services Officer - School Progress and Performance New

Brisbane Catholic School

Brisbane, QLD

$75,706-85,552 per year

BCE Office - Woolloongabba | Hybrid flexible work from home options. Full time Fixed Term: 4 months | commencing July 2024. Salary commencing at $75,706 up to $85,552 pa + Super. BCE Office - Woolloongabba | Hybrid flexible work f...

Client Service Manager /Office Administrator

Tpd Claim Support Pty Ltd

Aspley, QLD

Develop and maintain strong relationships with clients. Act as the primary point of contact for clients. Address and resolve client inquiries and complaints. Regularly communicate with clients to provide updates and gather feedbac...

Senior Corporate Services Officer New

U&U Recruitment Partners

Brisbane, QLD

Managing reception;. Coordinating travel and accommodation;. Assisting with the organising of workshops, seminars and meetings;. Creating purchase orders, following up invoices and managing monthly expenses;. Monitoring the admini...

Customer Service Officer - Immediate Start

Cadence Talent

Brisbane, QLD

Serve as the initial point of contact for customer inquiries, ensuring a positive experience for everyone. Address general questions and complaints in accordance with our policies. Respond to calls and emails from both external cu...

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...

Senior Investment Officer / Client Services Officer

Hays Recruitment

Brisbane, QLD

Supervise the investment operations within approved policies, procedures and guidelines. Ensure funds held in the trust are managed. Participate in cross-training initiatives in relation to the program. Maintain information system...

Client Service Officer, Disability Services

Spinal Life Australia

Woolloongabba, QLD

Ensure individualised quality service is provided and maintained to our clients receiving personal care and support services;. Management of relationships with internal and external stakeholders that ensures individual service del...

Gender Services Administration Officer

Queensland Health

Herston, QLD

Provide excellent customer focus in a friendly and helpful manner, with the ability to communicate clearly and confidently in a written and oral capacity with all patients, their families and staff. Communicate with respect, under...

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...

Client Service Officer

Page Group Australia

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...