Client Services Associate jobs in Brisbane, QLD

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CLIENT SERVICES OFFICER

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...

CompanyZanetti Recruitment & Consulting
AddressBrisbane, QLD
CategoryAccounting & Finance
Date Posted a month ago See detail

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...

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...

Health, Aged Care and Human Service | Associate or Senior Associate

Minterellison

Brisbane, QLD

Experience in health, Aged Care and disability (or adjacent social services sectors);. Strong background in statutory interpretation and administrative law;. Strong technical and drafting skills and the ability to deliver quality,...

Customer Service Associate - Full Time

Avis Budget Group

Brisbane, QLD

Across our world-famous brands - Avis, Budget, Zipcar, and Apex - we're leading the way for the global mobility industry. This position is directly responsible for the cleaning of the interior and exterior of our vehicles to ens...

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...

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)...

Expression of Interest - Client Service Manager, Wealth Management

Morgan Stanley

Brisbane, QLD

Facilitation of all administrative client queries. Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems. Arrange and assist with maintenance of client account and records, i...

Client Services Coordinator

U&U Recruitment Partners

Brisbane, QLD

Provide reception duties to their client base;. Managing meeting room bookings including setting up rooms and assisting with meeting requests;. Management of social media accounts;. Answering phones, emails, and all correspondence...

Salary Packaging Assistant - Client Services

Walshs

Brisbane, QLD

Set up new Salary Packaging accounts with Remserv and Smart Salary for Walshs clients. Review Salary Packaging accounts and ensure clients are set up to maximise their FBT benefits. Liaise with third party authority holders on be...

Client Services Coordinator

U&U Recruitment Partners

Brisbane, QLD

Provide reception duties to their client base;. Managing meeting room bookings including setting up rooms and assisting with meeting requests;. Management of social media accounts;. Answering phones, emails, and all correspondence...

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...

Client Services Manager

Essence Quality Care

Brisbane, QLD

Manage a portfolio of high-complexity clients, ensuring the delivery of personalised and effective support services. Develop and maintain strong relationships with clients, families, caregivers, and other stakeholders to understan...

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...

Client Services Coordinator- Work From Home 3-4 Days Per Week

Hot Toast

Brisbane, QLD

Assist the Client Managers and CEO with various general administrative tasks. Manage office email correspondence, phone communication, and schedule meetings. Facilitate new client setup across various platforms including XPM, Karb...

Business Services Associate Director, Partner Opportunity

Mw Recruitment

Brisbane, QLD

Dynamically run City Mid Tier firm. Strong investment in technology. Take over $1.2 Million in client fees and make your own. Existing fee base with growth opportunities. Modern practice with a focus on advisory. Option to buy i...

Health, Aged Care and Human Service | Associate or Senior Associate

Minterellison

Brisbane, QLD

Experience in health, Aged Care and disability (or adjacent social services sectors);. Strong background in statutory interpretation and administrative law;. Strong technical and drafting skills and the ability to deliver quality,...

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...

Customer Service Associate - Full Time

Avis Budget Group

Newstead, QLD

Across our world-famous brands - Avis, Budget, Zipcar, and Apex - we're leading the way for the global mobility industry. This position is directly responsible for the cleaning of the interior and exterior of our vehicles to ensur...

Associate Director – Contract Services

Turner & Townsend

Brisbane, QLD

Permanent

Natural leader in both technical and management capacity, strong experience in expert testimony across a diverse portfolio of project type. Natural approach to business development and excellent commercial acumen. The ability to l...

Associate Director - Contract Services

Turner & Townsend

Brisbane, QLD

Permanent

Natural leader in both technical and management capacity, strong experience in expert testimony across a diverse portfolio of project type. Natural approach to business development and excellent commercial acumen. The ability to l...

Senior Client Partner - MSP, Financial Services

Hays Recruitment

Brisbane, QLD

Manage all aspects of recruitment service delivery for the engagement of temporary workforce. Work with hiring managers to understand their current and future talent needs and present appropriate solutions. Educate key stakeholder...

Client Delivery Manager - Cleaning Services (QUEENSLAND)

M.a. Services Group

Brisbane, QLD

Ensure all business and commercial targets are met. Experience managing contracts and delivering services in accordance with contractual requirements. Identify and develop new business opportunities throughout various market segme...

Associate Adviser | Financial Services | Brisbane CBD

Prosperity Advisers

Brisbane, QLD

Highly Competitive Salary Package. Extensive Employee Benefits, including Fitness Passport. Regular planned social events. Novated Leasing. Staff Lending. 5+ years experience in the financial planning industry. Completed a Bachelo...

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,...

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...

Client Services Manager

Your Vision Financial Solutions

Ascot, QLD

You have Drive, Determination and you're an Efficiency Ninja. You love dealing with clients, being the first point of contact and getting to know them. You go above and beyond for our clients and our team. What drives you even mor...

Associate Director, Digital Enabling Services

Queensland University Of Technology

Kelvin Grove, QLD

An attractive salary package will be negotiated. Fixed-term, full-time. Kelvin Grove (hybrid option available). Reference number: 24467. Term:Fixed term, full-time basis for five (5) years Remuneration:An attractive remuneration...

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...

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...

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...