Client Service Officer jobs in Zillmere, 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...

Company	Bentley
Address	Brisbane, QLD
Category	Accounting & Finance
Date Posted	7 hours ago See detail

Client Services Officer/Junior Paraplanner New New

Bentley

Brisbane, QLD

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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...

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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...

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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....

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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...

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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...

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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

2 months ago seen See more...

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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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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...

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Student Services Officer New

Northside Christian College

Everton Park, QLD

General office admin commensurate with a busy Secondary school. Data entry and maintaining of records, ensuring the integrity of student and subject information. Assisting with senior school processes and QCAA procedures including...

5 hours ago seen

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

IT Service Desk Officer

Metagenics

Northgate, QLD

Provide timely Service Desk support to Metagenics employees, including email, office, operating systems, supporting hardware and peripherals during regular business hours between 8:00am and 5:00pm. Maintain User Accounts in Active...

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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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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...

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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...

6 days ago seen See more...

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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...

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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...

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Customer Services Officer New

Queensland Racing Integrity Commission

Eagle Farm, QLD

On the job training and continued development will be provided to the successful applicant. Flexible working options to support work life balance (e.g., remote working, flexible working days/hours). Opportunities for networking, p...

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Customer Service Officer (Contact Centre) New

Tacticall Recruitment

Newstead, QLD

Monday to Friday only. WFH hybrid option on offer. $70,075p.a. plus super and great benefits. Full Time 12 month fixed term contract. A fantastic team environment. An attractive starting salary of $70,075p.a plus super. Leave...

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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...

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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...

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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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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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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...

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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...

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Quality, Compliance and Safe Service Management Officer (Policy & Procedures Development) New

St Vincent's Health Australia

Brisbane, QLD

Working with the Team Leader in the development, implementation, maintenance and review of business Policies & Procedures to ensure their compliance with internal standards & legislation.. Support the Team Leader in the identifica...

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Quality, Compliance and Safe Service Management Officer (P&P) New

St Vincent's Health Australia

Bowen Hills, QLD

Working with the Team Leader in the development, implementation, maintenance and review of business Policies & Procedures to ensure their compliance with internal standards & legislation. Support the Team Leader in the identificat...

13 hours ago seen See more...