Client Services Specialist jobs in Brisbane, QLD
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CLIENT SERVICE SPECIALIST | FINANCIAL PLANNING
Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...
| Company | The Turner Group Recruitment Consultants |
|---|---|
| Address | Brisbane, QLD |
| Category | Accounting & Finance |
| Job type | Full time |
| Date Posted | 2 months ago See detail |
Client Service Specialist | Financial Planning
The Turner Group Recruitment Consultants
Brisbane, QLD
Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...
2 months ago seen See more...
Customer Service Experience Specialist (Sales Support) - Reputable Brand
Katz Recruitment
Brisbane, QLD
Great Culture, Supportive Team & Impressive Leadership. Established Organisation with an Amazing Culture. Reputable brand and organisation. Handling customer queries and concerns over the phone. Processing and receipting orders o...
yesterday seen
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...
7 days 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...
7 days ago seen See more...
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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...
7 days ago seen See more...
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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...
a week ago seen
Client Services Administrator/Receptionist
Bentley Recruitment
Brisbane, QLD
$65,000-75,000 per year
THE OPPORTUNITYBased in Brisbane CBD is a reputable accounting & advisory firm that has a long-standing history in the industry. If you enjoy communicating with clients, building relationships, and undertaking a diverse administra...
2 weeks ago seen See more...
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Customer Service Specialist
Logihire Pty Ltd
Brisbane, QLD
Provide exceptional Customer Service via phone, email, and in-person interactions. Manage and resolve customer inquiries and complaints in a timely and professional manner. Coordinate freight forwarding and logistics activities, e...
3 weeks ago seen See more...
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Client Services Coordinator
Advanced Buildings
Brisbane, QLD
Advise on processes for potential improvement opportunities. Attendance and participation in all mandatory inhouse and industry specific training. Occupational Health and Safety matters are actioned and managed accordingly. Compi...
3 weeks ago seen See more...
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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...
3 weeks ago seen See more...
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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...
3 weeks ago seen See more...
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Customer Service Specialist
No Borders Law Group
Brisbane, QLD
Competitive salary package (depending on experience). Professional Development Morning Tea events and training programs. Well-equipped office and a positive team environment. RDO reward/bonus opportunities. Career progression oppo...
3 weeks ago seen See more...
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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...
3 weeks ago seen See more...
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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...
7 days ago seen See more...
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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)...
4 weeks ago seen See more...
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Client Support Specialist - Legal Searching
Coadys Personnel Consultants
Brisbane, QLD
Our client is a successful, fast growing and progressive Legal Technology firm who boast numerous awards as one of Australia's top employers. This is an exceptional opportunity for someone with legal industry experience and/or qua...
3 weeks ago seen See more...
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Senior Operations Specialist - Operations, Management & Facility Services
Jacobs
Brisbane, QLD
Provide technical support to client operations and maintenance teams, coordinating with third-party providers as required. Develop and implement O&M documentation, commissioning inspection test plans (ITPs), checklists, and handov...
3 weeks ago seen See more...
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Customer Service Specialist - Outbound
Suncorp
Brisbane, QLD
Permanent
Work from our Brisbane or Melbourne office & from the comfort of your own home! Deliver seamless customer experiences through providing education and efficient outcomes. Demonstrate the ability to listen, build trust and exceed cu...
4 weeks ago seen See more...
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Senior Technical Services Specialist - Fleet Management Systems
Hitachi Construction Machinery
Brisbane, QLD
Permanent
Permanent Full Time Position in a leading OEM with long term job security. Competitive salary package + company vehicle + company biannual bonuses. Be involved in the development of cutting edge solutions. Rewarding employee benef...
4 weeks ago seen See more...
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...
a month ago seen See more...
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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...
a month ago seen See more...
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...
a month ago seen See more...
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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...
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...
a month ago seen See more...
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...
a month ago seen See more...
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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...
a month ago seen See more...
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...
a month ago seen See more...
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Customer Service Specialist - Childers
Commonwealth Bank Of Australia
Brisbane, QLD
We are a customer and community focused network of branch colleagues. Together we can create brilliant customer experiences that matter. 20 hours per week. Monday - Friday: 9.15am - 1.15pm. Have in-depth conversations with every c...
a month ago seen See more...
Customer Service Specialist
Gsb
Brisbane, QLD
-Protecting customers through strict adherenceand compliance to policies and regulations Reward and Benefits At GreatSouthern Bank, we're committed to building a strong, inclusive and diverseworkplace, where people feel a sense of...
a month ago seen See more...
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Client Services- Debt recovery
Randstad
Brisbane, QLD
Permanent
Provide comprehensive support to attorneys in all phases of litigation and recovery matters. Conduct thorough legal research and analysis related to debt negotiation and recovery strategies. Draft and review a variety of legal doc...
2 months ago seen See more...
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