Client Service Officer jobs in Queensland

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CLIENT SERVICES OFFICER/JUNIOR PARAPLANNER

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...

CompanyBentley Recruitment
AddressBrisbane, QLD
CategoryAccounting & Finance
Salary$60,000 - $75,000 a year
Job typeFull time
Date Posted 3 weeks ago See detail

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...

Client Service Officer | Toowoomba | Up to $88k - Fantastic Opportunity

Jenner Recruitment Pty Ltd

Toowoomba, QLD

Financial Plan recommendation support including quotations, application forms, product switches and redemptions;. Implementation of client documents;. Prepare and finalise documentation of SOA's;. Handling client enquiries and con...

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...

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

Top Office

Ipswich, 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...

Senior Client Services Officer

Fuse Recruitment

Queensland

Permanent

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...

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...

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...

AO2 Client Service Officer (Payroll Processing) x 2

Mcarthur

Townsville, QLD

previous administrative or customer service experience involving administrative tasks. an aptitude for working with numbers and a keen eye for detail with high accuracy being essential. ability to work efficiently and meet set dai...

Client Services Officers (AO3 equivalent)

Hoban Melbourne

Northgate, QLD

$60,001 - $80,000 a year

Conveniently located in Northgate Qld, the team at QLeave operates out of well-appointed offices with free on-site parking. For this role, we will consider how well you: Communicate with internal and external stakeholders Demonstr...

Client Services Officer

Qleave

Northgate, QLD

$71,151 - $78,951 a year

provide accurate and timely advice to customers about QLeave's role and the services that we provide. communicate with customers and colleagues via phone, email and face-to-face in a clear and professional manner. interpret legisl...

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...

Associate/Client Service Officer

Mcgregor Wealth Management

Noosaville, QLD

We value above all our ability to serve our clients. Real Financial Planning. Open, honest and respectful communication. Committment to customised smart strategies that work. Teamwork built on integrity, skill, respect and empat...

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...

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...

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...

Client Service Officer

The Peak Partnership

Upper Mount Gravatt, QLD

One Friday a month early finish at 4pm. Employee Assistance Program free confidential professional counselling. Loyalty-based (continuous years of service) financial rewards. Automatic Life and TPD cover within our Employer Sup...

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...

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...

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...

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...

Client Service Officer

The Peak Partnership

Upper Mount Gravatt, QLD

One Friday a month early finish at 4pm. Employee Assistance Program free confidential professional counselling. Loyalty-based (continuous years of service) financial rewards. Automatic Life and TPD cover within our Employer Sup...

Client Services Officer

Sycon Wealth

Red Hill, QLD

$60,000 - $70,000 a year

Preparing documents:Assisting in the preparation of documents for client meetings, ensuring accuracy and completeness. Application management:Lodging, tracking, and managing applications to ensure timely completion. Appointment...

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...

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;....

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...

Client Services Officers (AO3 equivalent)

Hoban Recruitment

Northgate, QLD

$78,951 - $78,951 a year

Position status: Permanent. Position Type: Flexible full-time. Workplace Location: Brisbane - North. Closing date: 19th April 2024. Yearly salary: $71,151 - $78,951. Fortnightly salary: $2,727.20 - $3,026.20. Multiple permanent po...

Associate/Client Service Officer

Mcgregor Wealth Management

Noosaville, QLD

We value above all our ability to serve our clients. Real Financial Planning. Open, honest and respectful communication. Committment to customised smart strategies that work. Teamwork built on integrity, skill, respect and empat...

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...

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...