Client Services jobs in Brisbane Airport, QLD

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CLIENT SERVICES MANAGER

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...

CompanyYour Vision Financial Solutions
AddressAscot, QLD
CategoryAccounting & Finance
Date Posted 7 days ago See detail

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...

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...

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...

Client Service Officer

Page Group Australia

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...

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...

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...

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...

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...

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...

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,...

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...

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 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...

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...

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...

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...

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...

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...

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...

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 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...

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...

AO3 Client Service Administrator

U&U Recruitment Partners

Brisbane, QLD

$46 - $46 an hour

Acting as the first point of contact for transcript requests and inquiries, providing prompt and courteous service;. Managing the ordering and distribution of court transcripts with high attention to detail;. Ensuring compliance w...