Client Services Officer Financial Services

Client Services OfficerThe opportunityJoining Bridges as a Client Services Officer means diving into a multifaceted role that involves crafting information, assembling meeting packs, updating records, and overseeing the execution of financial advice prescribed by our advisors to our valued clients. Beyond these responsibilities, you'll take charge of...

About the opportunityReporting to our Advice Practice Operations Manager, this 9-month fixed term contract role is primarily responsible for providing high-quality client contact and professional administrative support in our Advice Practice. This includes first-level support for all client enquiries, managing inbound and outbound calls, scheduling client...

Troocoo are currently working with a client focused, well established State Government Department based in Brisbane CBD. Due to an increase in workload, they are currently looking for multiple Client Services Officers to join their team.The Client Services Officer is responsible for managing the daily administrative functions of the financial planning side...

Company Overview:TAP has partnered with a leading wealth management firm dedicated to providing exceptional financial advice and services to their valued clients. With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients' financial goals. Due to an internal promotion, we are...

Bayside location with WFH & CBD location also available Opportunity to be a part of the business as it grows Established and vibrant team with strong support The Company & CultureOur client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across...

Client Services Officer:Brisbane CBD QLD$65k-$85k packageFull time Client Services Officer Mid-Tier Firm- $65k-$85k packageA fantastic opportunity has presented itself for an experienced Client Services Officer to join a well established mid-tier firm. With long-standing clients ranging from family businesses to multi-national & listed companies, the firm...

Client Service Officer- Location: Brisbane Queensland- Work Type: Full Time- Salary: AU$ AU$70000 per annum + Super + Career Progression- Reference: 24293- Are you an experienced Client Services Officer or have finance/administration experience and are looking for your next career opportunity?Join a financial service firm located in the inner suburbs of...

Client Service Officer- Location: Brisbane Queensland- Work Type: Full Time- Salary: AU$ AU$70000 per annum + Super + Career Progression- Reference: 24293- Are you an experienced Client Services Officer or have finance/administration experience and are looking for your next career opportunity?Join a financial service firm located in the inner suburbs of...

An exciting opportunity has arisen for a Client Services Officer to join a dynamic team based in Brisbane. This role offers the chance to provide exceptional administrative and workflow support within a premium wealth management firm. The successful candidate will have the opportunity to enhance client relationships through outstanding engagement and...

CMBM (Clean, Maintain, Build, Manage) is a well-established Queensland owned and operated Facility Services and Cleaning business, enjoying continued growth throughout the State.We are looking for a conscientious, performance-driven Client Services Manager to oversee Cleaning operations Schools.Part time position - 30 hours a week.Reporting to the Operations...

Our ClientOur client is a leading, well established national Financial Services organisation specializing in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.The RoleThis is a developing role, that will emerge into a Financial Advisor...

You'll be part of a dynamic and diverse culture, working alongside supportive and passionate people. Building a career with us means you can help make a real difference in the lives of Queenslanders.The Electrical Safety Office helps to keep people electrically safe at work and home.We have a vision to prevent death, injury and destruction of property caused...

Job description: DFP Recruitment is a preferred supplier for Federal Government and is proudly working with our client who is seeking a Service Support Officer to provide support to the team in their Brisbane Office.As a Service Support Officer you will:Provide customer service support at initial point of contact Referring clients to the appropriate services...

Are you passionate about supporting Domestic and Family Violence services to help clients take steps towards a life free of violence?About Us:Part of Lutheran Services, our Domestic and Family Violence refuge provides a secure, supportive and sociable place for women and children to rebuild lives and connect with others. The refuge accommodation offers...

About the CompanyAs a unique offering, this organisation has established a service for their members to implement an outsourced bookkeeping service. The team is focused on performing all tasks to the highest standard and providing excellent communication and service for clients, their staff, and their advisors.About the roleThis role will see you working...

Are you passionate about supporting Domestic and Family Violence services to help clients take steps towards a life free of violence? About Us: Part of Lutheran Services, our Domestic and Family Violence refuge provides a secure, supportive and sociable place for women and children to rebuild lives and connect with others. The refuge accommodation offers...

We are seeking individuals looking to establish their career in Financial Services by joining a high performing team in the role of Client Service Associate. As someone looking for long term growth, you will have the opportunity to learn about Private Bank operations from the ground up by supporting a team of experienced Client Service Associates and their...

Job description: DFP Recruitment is a preferred supplier for Federal Government and is proudly working with our client who is seeking a Service Support Officer to provide support to the team which may include a mix of inbound calls and administrative tasks.A Service Support Officer will provide operational and administrative support which will include...

Work directly with advisers throughout the client process A remuneration package of up to $85,000 inc. superannuation Based in the CBD, with 1 day per week WFH The BusinessEstablished over 70 years ago, the business now ranks as one of Australia's leading boutique Accounting & Wealth Management firms. Specialising in tailored advice to generations of...

Financial Planning AssistantThe opportunityAs a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and...