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Client Services jobs in Banyo, QLD

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CLIENT SERVICES OFFICER

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

CompanyLawson Elliott Recruitment
AddressBrisbane, QLD
CategoryAccounting & Finance
Salary$65,000 - $85,000 a year
Job typeFull time
Date Posted 3 weeks ago See detail

Client Services Officer

Lawson Elliott Recruitment

Brisbane, QLD

$65,000 - $85,000 a year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide...

3 weeks ago seen See more...

Client service officer | CBD | $75-$85k+ Super

Advance Recruitment Partners

Brisbane, QLD

Work closely with a highly experienced team of advisers, paraplanners and support staff. Delivering exceptional Client service and relationship management to HNW client base. onboard new clients. Implementation of advice. Compl...

3 weeks ago seen See more...

Client Services Officer | Financial Planning

Atlamgroup

Brisbane, QLD

About the company:Our client is a well-established and leading Financial Planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business su...

3 weeks ago seen See more...

Client Services Assistant - Newstead

Ozcare

New Farm, QLD

$26 - $26 an hour

$26.03 per hour. Part time (4 days per week). Assist with the preparation of meals by performing tasks allocated by the Cook (where applicable). Efficiently clean Dining Room, Kitchen and serving areas after meals, or when requir...

3 weeks ago seen See more...

Client Services Officer/Junior Paraplanner

Bentley

Brisbane, QLD

$60,000 - $75,000 a year

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...

3 weeks ago seen See more...

Client Services Manager

Bentley

Brisbane, QLD

$80,000 - $95,000 a year

Receive personalised ongoing training, development and mentorship. Work as part of a supportive and collaborative team. Regular social events. Career progression opportunities available. Predominantly work with HNW, wholesale cli...

3 weeks ago seen See more...

Client Service Manager - up to $100K package

Talent Wealth Pty Ltd

Brisbane, QLD

Be first point of contact for new and existing clients via telephone and email. Develop strong client and team relationships built on trust and mutual respect. Preparation of all documentation for client review meetings. Adherence...

3 weeks ago seen See more...

Client Service Officer

Sherrin Partners

Brisbane, QLD

Flexible working arrangements. Salary sacrifice. Study remuneration packages. Quarterly social activities. Desirable Brisbane CBD location. Work for a company that drives progress and success. Work with industry leading advisers....

3 weeks ago seen See more...

Client Services Officer

Plutuss

Brisbane, QLD

$65,000 - $75,000 a year

Honesty, Integrity, and Transparency. Accountability and Excellence. Collaboration and Teamwork. Compassion and Respect. A passion for client service that rivals a puppy's enthusiasm for treats. Communication skills so smooth,...

3 weeks ago seen See more...

Client Services Officer

Risk & Security Management

Brisbane, QLD

Utilising our in-house file management database to enter client instructions and invoices. Liaising with field agents via telephone and email to confirm status updates and resolve issues. Answering incoming phone calls.. Providin...

3 weeks ago seen See more...

Client Services

Workspace365

Brisbane, QLD

Acting as a first point of contact for all tenants and their guests.. Creating and updating tenant information within our CRM. Building rapport and managing a relationships with businesses across a range of corporate backgrounds....

3 weeks ago seen See more...

Client Services Manager & Studio Coordinator

Huntd Recruit

Brisbane, QLD

$60,000 - $70,000 a year

Managing and Capturing New Bookings & Calendar Management. Researching Properties for resources, estimated time onsite and client preferences. Creation, checking and sending of all Invoices. Client Communication, Sales & Advocacy...

3 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...

a month ago seen See more...

Advisor (Client Services), Transport and Main Roads

Atlamgroup

Brisbane, QLD

As an Advisor (Client Services), you will play a crucial role in providing functional support, assisting with solution enhancements, and driving user engagement to maximize the value of these platforms. Monitor and track the progr...

3 weeks ago seen See more...

Client Services Representative / Warehouse Administration Assistant

Butler Freight Services

Port Of Brisbane, QLD

Supporting other team members in Customer Service with data entry, checking container information in various wharf / in house systems. Assist in updating customer bookings / delivery schedules / unpacks and data and order processi...

a month ago seen See more...

Client Services Officer - Career Progression to PY

My Wealth Solutions

Newstead, QLD

$60,000 - $75,000 a year

Prepare accurate documentation for upcoming Statement of Advice meetings. Managing the ongoing implementation of the strategies documented in Statements of Advice. Provide a high level of support to clients ensuring our customer s...

2 months ago seen See more...

Client Service Manager

Global Payments

Fortitude Valley, QLD

Your role involves leading, coaching, and driving the teams to meet key performance indicators (KPIs) through ongoing training, process improvements, and skill enhancement. You will also bring: Proven track record of leading clien...

2 months ago seen See more...

Intake Social Worker – Client Services

Caxton Legal Centre

Brisbane, QLD

membership of the Australian Association of Social Workers or eligible for membership. previous experience and success in a fast-paced client-focused role. outstanding interpersonal skills including an ability to communicate with...

3 weeks ago seen See more...

Client Services Officer/Junior Paraplanner

Bentley Recruitment

Brisbane, QLD

$60,000 - $75,000 a year

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...

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

Client Service Specialist | Financial Planning

The Turner Group

Brisbane, QLD

Permanent

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...

4 weeks ago seen See more...

Client Services Officer

Lawson Elliot

Brisbane, QLD

$65,000-85,000 per year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide pr...

4 weeks ago seen See more...

Client Services Lead | Financial Services

Sb Recruitment

Brisbane, QLD

Manage, mentor and guide the sales team towards achieving goals working to realistic company targets. Ensure the team builds, foster and maintain strong client relationships by delivering exceptional service via email or phone. Fo...

a month ago seen See more...

Client Services Coordinator

Troocoo

Brisbane, QLD

Ensure a quality customer experience by tailoring approach to each candidate and client. Provide information and guidance surrounding services offered. Optimize and maintain candidate engagement. Coordination of meetings for senio...

a month ago seen See more...

Client Services Officer (CSO)

Hudson Financial Planning

Milton, QLD

$65,000 - $80,000 a year

Benefit and learn from the experience of our professional team. Wide variety of clients across Australia that you will deal with on a day-to- day basis. Grow and develop with a company that is progressive and visionary. Onsite p...

3 weeks ago seen See more...

Client Services Manager | Financial Planning

Bentley

Brisbane, QLD

$75,000 - $75,000 a year

Ongoing management of the client database through Xplan. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs). Liaising with third party providers. Delivering a high quality...

a month 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...

a month ago seen See more...

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...

a month 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...

a month ago seen See more...

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...

a month ago seen See more...

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