Client Service Officer

2 weeks ago


Mackay Regional, Australia Premierelv Full time
Careers start with care.

At William Buck, we know that talent and growthgo hand in hand. That careers are personal. That you should be valued for whatyou bring and respected for where you want to go.

Time to work where
you matter.


More than just accountants and advisors, weaspire to create a positive change in the lives of our clients and our people.

Every individual who works with us is recognised for who they are and givenevery opportunity to progress in a way that fulfils both their talents andaspiration.

William Buck people enjoy better careers because we care. It's thatsimple. It's why our clients succeed too.

Care for a career with a company that cares?

The opportunity:


We are seeking a Wealth Advisory Client Service Officer with approximately 2+ years' experience in a similar position, ideally within a professional services environment or boutique practice.

This role will appeal to applicants who thrive on providing timely and efficient support.

You will be responsible for:

  • Arranging client appointments
  • Preparation of Investment Reviews and Records of Advice (RoA's)
  • Client Portfolio administration / implementation
  • Liaising directly with clients and fund managers regarding portfolio issues, queries & updates.
  • Maintaining and managing X-Plan
  • Buying/selling investments directly or via broker or platform
  • Collection and preparation of supporting tax return documentation for internal and external accountants
  • Working closely with numerous advisors within the business

About you:

  • Completed a bachelor's degree or equivalent work experience
  • 2+ years' experience in similar role
  • Experience with XPlan financial planning software
  • Demonstrated ability to use initiative and manage a project through to completion
  • Demonstrated ability to meet deadlines and identify and deal with problems
  • Impeccable customer service
  • Advanced MS Office knowledge
  • Excellent grammar and communication skills
  • Strong understanding of the financial planning process

To join our team, please click on the link andapply today – we are waiting to meet with you
#J-18808-Ljbffr

  • Mackay Regional, Australia People2people Full time

    Competitive salary of up to $80k plus superFTEPart Time or Full Time Hours available - Flexibility to choose your days and hours of workWelcoming and friendly culture with a truly collaborative teamClose to public transport and car parkFun social events including team lunches, career development and monthly drinksRewarding and fulfilling role with career...

  • Client Services

    2 weeks ago


    Mackay Regional, Australia People2people Full time

    Are you a dynamic, customer-oriented individual seeking an exciting opportunity to use your talents in a professional environment?Our clients boutique accounting firm in South Yarra is currently seeking a dedicated Receptionist/Client Services Representative to become an integral part of the team on a part tAs the first point of contact for clients, you will...


  • Mackay Regional, Australia Right at Home Full time

    Are you experienced in customer services, have a compassionate nature and are looking to work in an environment where you will make a real difference?The Client Services Scheduler is responsible for coordinating the rostering of care for our Aged and Disability clients. This includes the scheduling of carers and maintaining related systems and processes. In...


  • Mackay, Queensland, Australia Demant Polska Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and...

  • Client Outcomes Lead

    2 weeks ago


    Mackay Regional, Australia Hearth Australia Full time

    About the role:The Outcomes Lead will support the Client Outcomes Manager in the oversight and operational requirements of the client services team. The role is responsible for leading the day to day running of their direct reports and other client services roles where required, ensuring smooth service delivery and providing supervision & support. The...


  • Mackay Regional, Australia Dentsu Aegis Network Ltd. Full time

    The purpose of this role is to manage media strategists and/or lead on day-to-day deliverables on a single account or several accounts – guiding business objectives, insight generation, cultural narrative, media briefs, creative media solutions, strategic POVs and go-to market activations.Also in charge of delivering thought leadership and award worthy...


  • Mackay Regional, Australia Motor Neurone Disease Association of Victoria Full time

    Role: Support Services Administration OfficerWork type: Part-time (.6FTE)Location: Split between 265 Canterbury Rd, Canterbury and 16 Pilgrim Way, Ringwood, VictoriaSalary: $73,000 pro rata with salary packaging available.Application closing date: 9am on Monday, 4th MarchThe Support Services Administrative Officer will collaborate with MND Victoria's four...


  • Mackay Regional, Australia Dentsu Aegis Network Ltd. Full time

    The purpose of this role is to manage media strategists and/or lead on day-to-day deliverables on a single account or several accounts – guiding business objectives, insight generation, cultural narrative, media briefs, creative media solutions, strategic POVs and go-to market activations. Also in charge of delivering thought leadership and award worthy...

  • Client Advisor

    2 weeks ago


    Mackay Regional, Australia LVMH Group Full time

    Multiple recipients? Separate the addresses with a comma. Message Client Advisor | Full Time | MelbourneCompany: Tiffany & Co Country / Region : Australia City : Victoria Business group: Watches & Jewellery Contract type: Permanent Job Function: Retail Experience required: Minimum 3 years Reference No.: 58968 Date of publication: PositionThe Blue Box.Since...


  • Mackay Regional, Australia Fitrec Full time

    Membership Service Officer - Genesis BerwickVictoria, AustraliaAre you someone who consistently exceeds expectations? Do you thrive in challenging situations? Are you willing to go the extra mile to reach your objectives?Exciting career advancement opportunities within a dynamic organizationAre you someone who consistently exceeds expectations? Do you thrive...


  • Mackay, Australia Audika Full time

    Who is Audika?#LI-TF1#LI-ON#audika_Australia Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130...


  • Mackay Regional, Australia Woodforde Group Full time

    Your OrganisationBased in the South Eastern Suburbs of Melbourne, you will be joining a leading global organisation to assist their Customer Service TeamThis company are part of a large global group with locations spanning across 50 countries and over 15,000 employees. Specialising within the manufacturing and security solutions space, they have a down to...


  • Mackay Regional, Australia Fitrec Full time

    Member Services Officer - Genesis Fitness Club MicklehamVictoria, AustraliaThe role involves prospecting, touring, closing and getting referrals for future sales. You will actively seek new business for the club, representing the facility and Genesis in a positive and professional manner.Join the number 1 Genesis Health + Fitness Club in Australia.Brand new...

  • Customer Service

    2 weeks ago


    Mackay Regional, Australia Willed Law Pty Full time

    Customer Service & General Office SupportWilled is an exciting start up making end-of-life planning simple, affordable, and accessible for all Australians.At Willed, we know how devastating a poorly planned death can be. Using human-centred technology backed by exceptional customer service, guidance and care, we deliver a range of market-leading Estate...


  • Mackay Regional, Australia DHL Germany Full time

    About us When you work with us you'll find that we deliver results; without compromising on respect.We value each other's differences while recognising individual strength.We are the world's leading contract logistics company.We create competitive advantages for our customers through customised warehousing and transportation services.We combine our global...


  • Mackay Regional, Australia Gorilla Jobs Pty Ltd Full time

    Our client who is truly unique in their approach to disability services is seeking a Psychologist to join their team at their Werribee South centre. You will be providing high-quality services to neurodivergent clients and their families, empowering them to build a positive outlook for their lives and future. This is a rewarding opportunity for someone who...


  • Mackay Regional, Australia DHL Germany Full time

    About us When you work with us you'll find that we deliver results; without compromising on respect.We value each other's differences while recognising individual strength.We are the world's leading contract logistics company.We create competitive advantages for our customers through customised warehousing and transportation services.We combine our global...


  • Mackay Regional, Australia DHL Germany Full time

    About usWhen you work with us you'll find that we deliver results; without compromising on respect. We value each other's differences while recognising individual strength.We are the world's leading contract logistics company. We create competitive advantages for our customers through customised warehousing and transportation services. We combine our global...


  • Mackay Regional, Australia Metcash Trading Limited Full time

    If you are a people person and looking for a new challenge within a team that values respect, care, and teamwork, then we would love to hear from you.We are searching for a passionate Customer Service Officer dedicated to delivering outstanding customer support and enjoys being part of an energetic, close-knit team. The ideal candidate will have experience...


  • Mackay Regional, Australia Royal Flying Doctor Service of Australia Full time

    Education Program Support Officer (casual)Date published Date published 24 May 2024 Location Location Richmond & Regional Victoria Share this content on your favourite social media platform: Join Australia's most iconic and reputable charity- Work in the Education Program engaging with primary aged children- Casual position touring schools across VIS, ACT &...