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Senior Client Service Officer jobs in Queensland

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SENIOR CLIENT SERVICES OFFICER

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

CompanyFuse Recruitment
AddressQueensland
CategoryAccounting & Finance
SalaryPermanent
Date Posted a month ago See detail

Senior Client Services Officer

Fuse Recruitment

Queensland

Permanent

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

a month 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...

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...

a month ago seen See more...

Senior Client Services Officer

Fuse Recruitment

Brisbane, QLD

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

2 months ago seen See more...

Senior Client Services Officer

Queensland Government

Toowoomba, QLD

What you will do- Using your high level knowledge and expertise you will assist in the allocation, management and reporting of transactional activities through a virtual environment.- You will be responsible for ensuring that Cust...

2 months ago seen See more...

Senior Client Services Officer

Fuse Recruitment

Brisbane, QLD

AUD 70000 - 90000 per annum, + super

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

2 months ago seen See more...

Senior Client Service Officer | Brisbane | $95k

Jenner Recruitment Pty Ltd

Brisbane, QLD

Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients wi...

2 months ago seen See more...

Senior Client Services Officer

Wasply

Brisbane, QLD

$80,000 - $90,000 a year

Provide exceptional support, playing a crucial role in team efficiency and ensuring the highest satisfaction among prestigious clients. Accurately manage lodgements and correspondence with the Australian Tax Office and Securities...

2 months ago seen See more...

Senior Client Service Officer | Southside | $90k

Jenner Recruitment

Brisbane, QLD

$70,000 - $90,000 a year

Implementation of advice. Client and advisor liaison. Management of ongoing tasks through Xplan. Completion of ROA on occasion. Proactively chasing up documentation from clients, advisors and outside third parties. Undertake Clien...

2 months ago seen See more...

Client Services Officer (CSO) New

Donmont Capital Pty Ltd

Bundall, QLD

Scheduling appointments with clients for financial advisers. Key contact for clients during the implementation process. Review and assistance in collation of review documents and reports. Liaise with product providers (fund manage...

2 hours ago seen See more...

Client Services Officer (CSO) - Life Insurance New

Mad About Life - Risk Advice

Paradise Point, QLD

Delivering exceptional customer service via phone, digital meetings, and email. Assisting the advice team with risk research, pre-assessments, and quoting. Managing the implementation & application process for all retail insurance...

2 hours ago seen See more...

Client Services Officer – Financial Planning New

Nest Egg Solutions

Maroochydore, QLD

Exceptional customer service. Implementation of Advice with fund manager or superannuation providers. Attention to detail and time management skills. A good working knowledge of Word, excel etc. Must be well spoken (both written a...

6 hours ago seen See more...

Junior Client Services Officer New

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)...

7 hours ago seen See more...

AO3 Housing Officer - Client Service/Admin (Government - $44.49-$46.27/hour) New

Top Office Group Pty Ltd

Queensland

Assessing property applications and grants, conducting client interviews and making referrals to support service agencies as required. Maintaining property waitlists, allocations and vacancies, ensuring departmental compliance as...

5 hours ago seen See more...

Client Services Manager | Administration Officer | Accounting Firm New

Mw Recruitment

Indooroopilly, QLD

Leadership Opportunity: Be the go to for clients, staff overseas and the partner you work for. Client Interaction: Be the primary contact for our valued clients ensuring top-notch exceptional communication.. Continuous Learning:...

8 hours ago seen See more...

Senior Payroll Officer | Transactional Services | Brisbane - 12 month Fixed Term Contract New

Abano Healthcare Group

Brisbane, QLD

Minimum 4 years of payroll experience. Experience with Dayforce system preferred. Strong attention to detail. End-to-end understanding of payroll operations and compliance requirements. Proficiency in payroll software systems. Rec...

8 hours ago seen See more...

Client Service Officer

Queensland Government

Rockhampton, QLD

Permanent

Experience in or the ability to rapidly acquire the skills and knowledge to utilise payroll and rostering solutions and maintain rostering and HR master data in an accurate and efficient manner. Demonstrated word processing and da...

5 days ago seen See more...

Client Services Officer / Administrator

Pkf Hr Services Pty Ltd

Surfers Paradise, QLD

Proactively building and maintaining strong working relationships with clients and staff. Collating and lodging documents with relevant authorities including the ATO, ABR and ASIC. ASIC company secretarial support. Processing refu...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client Services Officer (Financial Planning)

Adrians Private Wealth

Toowoomba, QLD

Prepare new client files and update existing files before and after meetings.. Following up clients on the signing/completion of advice and implementation documents including RoAs, SoAs, Fee Disclosure Statements, Execution Order...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client Services Officer

Robina Financial Solutions

Bundall, QLD

Have recently completed, or working towards completing a degree in Financial Planning or Graduate Diploma in Financial Planning;. Work experience or previous experience in a Financial Planning office will be viewed very favourably...

2 weeks ago seen See more...

AO3 Client Service Officer - Mackay

Hays Recruitment

Mackay, QLD

The ability to work effectively either independently and/or in a team environment, organise and prioritise work commitments, meet deadlines, share information, and support colleagues. Sound organisational and problem-solving skill...

2 weeks ago seen See more...

Client Service Officer | Sunshine Coast | $88k

Jenner Recruitment

Queensland

Implementation of advice. Client and advisor liaison. Management of ongoing tasks through Xplan. Completion of ROA on occasion. Proactively chasing up documentation from clients, advisors and outside third parties. Undertake Clien...

2 weeks ago seen See more...

Client Services Officer

Avia Homes Australia Pty Ltd

Southport, QLD

General office administration including answering and transferring all incoming calls. Supporting clients throughout the construction phase of their building journey via phone call and email communication.. Answering and resolvin...

2 weeks 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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Client Services Officer

Whitefox Recruitment

Gold Coast, QLD

Manage and respond to all client communications via phone and email, ensuring timely and accurate information delivery. Support clients throughout the construction phase, addressing queries and providing updates on milestones and...

2 weeks ago seen See more...

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