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Client Service Officer jobs in Queensland

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CLIENT SERVICE OFFICER

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...

CompanyCoral Coast Financial Services
AddressInnisfail, QLD
CategoryAccounting & Finance
Date Posted just now See detail

Client Service Officer New

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 New

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 Service Officer New

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 New

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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Administration / Client Service Officer New

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 Services Officer New

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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Station Client Service Officer New

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)

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...

2 days ago seen See more...

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 – 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 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...

7 days 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...

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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...

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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...

2 weeks ago seen See more...

Client Services Officer (Financial Planning)

Adrians Private Wealth

Toowoomba, QLD

Prepare new client files and update existing files before and after meetings.. Following up clients on the signing/completion of advice and implementation documents including RoAs, SoAs, Fee Disclosure Statements, Execution Order...

2 weeks ago seen See more...

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...

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Client Services Officer

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...

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AO3 Client Service Officer - Mackay

Hays Recruitment

Mackay, QLD

The ability to work effectively either independently and/or in a team environment, organise and prioritise work commitments, meet deadlines, share information, and support colleagues. Sound organisational and problem-solving skill...

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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...

2 weeks ago seen See more...

Client Services Officer

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

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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...

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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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

2 days ago seen See more...

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What should I search to find Client Service Officer jobs in Queensland?

People who searched for Client Service Officer jobs in Queensland also searched for Court Services Officer, Customer Service Agent, Technical Services Manager, Electrical Service Technician, Executive Office Manager, Customer Service Consultant, Student Services Officer, Laboratory Services Manager, Customer Service Delivery, Projects Officer, Service Manager, Assistant Service Manager, Customer Service Attendant, Services Project Manager, Import Customer Service, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in Queensland

Management Accountant, Finance Manager, Pmo Project Manager, Finance Officer, Accounts Payable Officer, Senior Health, Court Services Officer, Director, Customer Service Advisor, Accounts Officer, Bookkeeper / Office Manager, Senior Management, Senior Asset Manager, Assistant Business Manager, Head Of Product,

What companies are hiring for Client Service Officer jobs in Queensland?

The top companies hiring now for Client Service Officer jobs are Advance Recruitment Partners, APS, Audika, Bentley, Bentley Recruitment, Bountiful Wealth, CBC Staff Selection, Demant, Entain, Federal Court of Australia, Fuse Recruitment, HAYS, Hays Recruitment, Infocus Wealth Management, Insignia Financial,

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