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Client Service Officer jobs

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ASSOCIATE/CLIENT SERVICE OFFICER

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...

CompanyMcgregor Wealth Management
AddressNoosaville, QLD
CategoryAccounting & Finance
Job typeFull time
Date Posted 4 weeks ago See detail

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...

4 weeks ago seen See more...

Client Service Officer

Argent Wealth

Kensington, SA

$60,000 - $70,000 a year

Highly organised with a strong attention to detail is essential. Professional attitude. Excellent communication skills both written & verbal. Demonstrated administrative experience, not necessarily in the Financial Services indust...

4 weeks ago seen See more...

Client Service Officer / Client Service Manager

Kings Park Securities

Subiaco, WA

Maintaining valued relationships and assisting with queries from our high net worth client base.. Assisting the advisory team to continue to deliver our high service standards. Coordinating and preparing documentation required fo...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

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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...

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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...

4 weeks ago seen See more...

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...

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Client Services Officer

Macquarie University

Ryde, NSW

$93,017 - $102,676 a year

Undertake daily inspections of all aspects of their Precinct, to ensure teaching spaces are set up appropriately between sessions, report on any damage or maintenance that needs attention, and be a first response to any operationa...

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Sales & Client Services Officer | Full-time Non-Ongoing and Permanent

Suburban Land Agency

Canberra, ACT

$89,114 - $94,120 a year

Frontline client service experience in a sales environment,. Experience using a CRM (Salesforce) or equivalent,. Must possess a current Drivers licence,. Ability to work on a roster which includes weekends, and. Flexibility to wor...

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Sales & Client Services Officer | Full-time Non-Ongoing and Permanent

Atlamgroup

Canberra, ACT

$89,114 - $94,120 a year

Closes: 19 April 2024 Classification: Administrative Services Officer Class 5 Salary: $89,114 - $94,120 plus superannuation Position No: 57095, Several Directorate: Suburban Land Agency Advertised (Gazettal date): 05 April 2024 Co...

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Client Services Officer - Remote

Archer Group Enterprises

Sydney, NSW

Act as the primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner. Conduct active calling and email campaigns. Build and maintain strong relationships with clients, e...

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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...

4 weeks ago seen See more...

Client Service Officer

Lockton Companies

Sydney, NSW

Flexible, part-time role that can be performed anywhere in Australia. Work for the worlds largest privately owned insurance broker. Potential job share opportunity for two individuals. Managing inbound and outbound calls/email/ch...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

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Client Service Officer

Audika

Australia

Book and confirm appointments for clients with our online schedule tool. Work with clients to determine their entitlement to government funding assistance and health fund rebates. Follow up with existing clients to encourage rene...

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Client Services Officer

B & K Consulting

Sydney, NSW

$60,000 - $60,000 a year

Client review preparation - preparing client documents for review including generating records of advice and statement of advice. Assist in administration with the implementation of client portfolios into investment products a tim...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

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Client Service Officer

Federal Court Of Australia

Hobart, TAS

$71,560 - $78,001 a year

Provide information and advice relating to court services, procedures, processes and forms as well as external options to clients to assist them to resolve their enquiries and issues. Progress cases by providing administrative ser...

4 weeks ago seen See more...

Client Services Officer

Wmp Group

Burswood, WA

Provide ongoing support to our Client Services Manager Team. Manage Annual Review Offers and appointment bookings. Prepare client files for Annual Review Meetings. Use XPLAN database to manage and maintain client files. Ensure acc...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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;....

4 weeks ago seen See more...

Senior Client Service Officer - Bendigo

The Support People

Bendigo, VIC

Provide strong and clear leadership to the Client Services workforce. Form effective working relationships with NDIS Support Coordinators. Oversee calculation, preparation, and management of Service Agreements for clients. Build a...

4 weeks ago seen See more...

Client Service Officer (Multiple positions)

Easy Authoring

Canberra, ACT

$35 - $35 an hour

Contract role till the end of August 2024 with possible extension.. Hourly pay rate up to $35/hour + Super.. Onsite work location: Newcastle. Responsible for delivering high-quality, consistent, timely and long-term administrati...

4 weeks ago seen See more...

Client Services Officer

Sgs

Perth, WA

Communicate directly with clients to resolve any sample receipt or logistics issues as required. Communicate effectively with the relevant section heads of impending samples for production. Discuss result status and turnarounds wi...

4 weeks ago seen See more...

5x Client Service Officers | NSW State Government

Alexander Appointments

Newcastle, NSW

$35 per hour + Super | 9am-5pm Monday to Friday. NSW State Government | Newcastle Location. 29th April Start | Estimated 4-month assignment, with a potential to extend. Manage a busy caseload of complex and critical estates. Proac...

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5x Client Service Officers | NSW State Government

Atlamgroup

Newcastle, NSW

$35 per hour Super | 9am-5pm Monday to Friday NSW State Government | Newcastle Location 29th April Start | Estimated 4-month assignment, with a potential to extend About the Company Our large NSW State Government client protects...

4 weeks ago seen See more...

Client Service Officer

Adecco

Newcastle, NSW

$30 - $35 an hour

Strong interpersonal skills. Customer Service. Excellent Communication skills. Time management and ability to manage competing deadlines. Investigative, analytical, and problem-solving skills. Experience with dealing with a divers...

4 weeks ago seen See more...

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What are the top cities open Client Service Officer jobs?

There are open Client Service Officer jobs in several cities including Brisbane, Melbourne, Sydney, Canberra, Perth, Adelaide, Newcastle, Parramatta, Gold Coast, Perth, Golden Grove, Wodonga, Gwelup, Subiaco, Melton,

What companies are hiring for Client Service Officer jobs?

The top companies hiring now for Client Service Officer jobs are Advance Recruitment Partners, Alfred Health, ALS Limited, APG Workforce, APS, AtlamGroup, Audika, Australian Taxation Office, Beaumont People, Bentley Recruitment, Insignia Financial, Jenner Recruitment, MBC Recruitment, NSW Government, Profusion Group,

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