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Client Service Officer jobs in Woolloongabba, 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 - 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 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/ 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...

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

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...

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...

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...

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...

2 months 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...

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...

3 weeks ago seen See more...

Service Officers New

Australian Financial Security Authority

Brisbane, QLD

provide evidence in the education/qualifications section of your application, if applicable,. complete a short mandatory questionnaire,. attach your resume and a one-page pitch telling us how your education, skills, knowledge, and...

6 hours ago seen

APS 3 Service Officers (Multiple location) New

Dfp Recruitment

Brisbane, QLD

$68,293 - $73,706 + 15.4% Super. Adelaide, Brisbane, Perth . Ongoing/Non-going, Full Time. Closing 30th June 2024. Respond promptly to client enquiries through our service delivery channels and ensure the provision of accurate and...

6 hours 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...

17 hours ago seen See more...

Assistant Client Service Lead New

Shine Lawyers

Brisbane, QLD

Manage and develop a team of Client Service officers permanent and casual workforce. Develop programs and materials to support performance goals set. Cultivate strong relationshipsacross our Legal and Marketing teams, to obtain...

17 hours ago seen See more...

AO3 Customer Service Officer New

Dfp Recruitment

Brisbane, QLD

Provide information, advice, and service to customers on related matters, including legislation, service, policies, procedures, and products. Interpret and assist with matter relating to the delivery of services. Maintain knowledg...

18 hours ago seen See more...

Senior Executive Services Officer New

Queensland Corrective Services

Brisbane, QLD

As Senior Executive Services Officer, you will work closely with the manager on ensuring efficient and effective correspondence system and processes across the organisation, with a particular focus on building capability. You will...

21 hours ago seen

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...

3 weeks ago seen See more...

Customer Service Officer - Hybrid arrangement after training!

Select Aust Sydney

Brisbane, QLD

Working in a fast paced environment you will be assisting customers with their general queries, escalating more complex cases and resolving complaints. The office is conveniently located in Queen St close to multiple public transp...

yesterday 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...

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