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Client Service Officer jobs in Rocklea, QLD

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CLIENT SERVICES OFFICER/JUNIOR PARAPLANNER NEW

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
AddressBrisbane, QLD
CategoryAccounting & Finance
Date Posted 17 hours ago See detail

Client Services Officer/Junior Paraplanner New 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...

17 hours ago seen See more...

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...

4 days ago seen See more...

Client Services Officer

Clover Pipelines

Rocklea, QLD

Assisting customers with general enquiries. Co-ordinating project deliveries and providing advice on current order status;. Providing exceptional customer service, product, pricing and technical assistance;. Meeting customer deadl...

a month ago seen See more...

Client Service Officer

Queensland Police Service

Oxley, QLD

Develop, plan, coordinate and deliver training programs including tailor-designed and module based. Prepare and produce content, information packages and training programs. Develop and maintain and update, training records in an e...

a month ago seen See more...

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....

a week ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

a month 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...

2 months ago seen See more...

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...

3 weeks ago seen

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...

3 weeks ago seen See more...

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...

3 weeks ago seen

Administration & Customer Service Officer New

Workfast Marketplace Pty Ltd

Salisbury, QLD

High volume of processing emails, answering inbound outbound calls, responding to mail and creating purchase orders. Assessing and solving problems and remedying underlying causes to reduce or remove recurrence. Respond to all com...

17 hours ago seen

Administration & Customer Service Officer New

Workfast

Salisbury, QLD

High volume of processing emails, answering inbound outbound calls, responding to mail and creating purchase orders. Assessing and solving problems and remedying underlying causes to reduce or remove recurrence. Respond to all com...

23 hours ago seen

Customer Service Officer

Troocoo

Acacia Ridge, QLD

Youmustbe available ASAP. Youmustbe available to work full-time (Mon - Fri). Youmustbe available for the contract duration. Previous experience within a call centre is essential. Exceptional communication skills and ability...

yesterday seen See more...

Customer Service Officer

Blended Employment

Acacia Ridge, QLD

Over 50 years in operation. Key Supplier of Packaging Consumables. Strong Australian business, going through a new phase of growth. Build strong client relationships, serving as their primary point of contact for inquiries, quotes...

yesterday seen

Client Service Officer - with Professional Year opportunities available

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...

a month ago seen See more...

Customer Service Officer New

Arg Workforce

Larapinta, QLD

Understanding customer needs and requirements. Assisting with closing sales and quarterly quotas.. General administrative duties.. Routing qualified opportunities to the appropriate sales executives for further development and c...

just now seen See more...

CARPARK CUSTOMER SERVICE OFFICER New

Brisbane City Council

Brisbane, QLD

Work for the largest local government in Australia. Join a high performing team with supportive leadership. Lead and role model excellent CUSTOMER SERVICE. have excellent CUSTOMER SERVICE and interpersonal skills to handle difficu...

just now seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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)...

a month 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 months 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 months ago seen See more...

A03 Customer Service Officer New

Tacticall Recruitment

West End, QLD

State Government Statutory Authority Multiple roles. Great West End Location 15th July 2024 Start. $46.27p/hr plus super, contract with view to extend. Providing exceptional Customer Service to both internal and external custo...

16 hours ago seen See more...

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,...

a month ago seen See more...

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...

2 months ago seen See more...

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...

7 days ago seen See more...

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