Client Services Officer

1 week ago

Gold Coast, Queensland, Australia Torowealth Full time

Location: Mermaid Beach, Gold Coast

Position: Client Services Officer

To apply please email your resume to 

Why Do We Need You?

Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.

Due to rapid growth, we have an exciting opportunity for an experienced client services officer to join our dynamic team on the Gold Coast.

What You'll Get in Return

The opportunity to work with the founders to build a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts.

Plus, you'll get:

  • A fun and supportive work environment
  • A competitive salary (based on experience)
  • Opportunities to collaborate with a team of knowledgeable and high-achieving professionals
  • Regular company events and social gatherings
  • The chance to be a part of a rapidly growing business with numerous opportunities for advancement
What's the Role?

Your role will include:

  • Permanent, full-time role at the Mermaid Beach office on the Gold Coast
  • Managing adviser calendar and appointments
  • Liaising with clients to request and follow-up required information
  • Guiding clients (via templated email) through each step of the advice process
  • Basic implementation relating to superannuation only
Who Are You?

Are you experienced in working within a financial planning firm in a client services capacity? If so, we want to hear from you

We are accepting applications from financial advisers who:

  • Friendly and easy-going
  • Highly organised with good time-management skills
  • A minimum 3 years' experience in a financial planning client services role
  • Excellent written and verbal communication skills
  • Friendly phone manner
  • Ability to work autonomously and effectively to manage your workload
  • Ability to utilise Microsoft Word and Excel
  • Experience with XPLAN an advantage

Please note that we will only be responding to applicants who meet the above criteria.

To apply please email your resume to 

#J-18808-Ljbffr

  • Client Service Officer

    6 days ago

    Gold Coast, Queensland, Australia Queensland Government Full time $60,000 - $80,000 per year

    Workplace Health and Safety Queensland (WHSQ) is responsible for working with industry, unions and the community to improve work health and safety outcomes in Queensland. WHSQ works with industry and the community to build positive safety cultures and build safety capability, investigate workplace fatalities and serious injuries and where necessary uses...

  • Client Service Officer

    4 days ago

    Gold Coast, Queensland, Australia Office Of Industrial Relations Full time

    Workplace Health and Safety Queensland (WHSQ) is responsible for working with industry, unions and the community to improve work health and safety outcomes in Queensland. WHSQ works with industry and the community to build positive safety cultures and build safety capability, investigate workplace fatalities and serious injuries and where necessary uses...

  • Client Services Officer

    1 week ago

    Gold Coast, Queensland, Australia Torowealth Full time

    Location: Mermaid Beach, Gold CoastPosition: Client Services OfficerTo apply please email your resume to admin@torowealth.com.auWhy Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced...

  • Client Service Officer

    4 days ago

    Gold Coast, Queensland, Australia Queensland Health Full time

    The Payroll Transactional Services team are seeking a highly efficient and client focused individual to join the team as a Client Service Officer (AO2). Located at Nerang, you will play a vital part in contributing to the delivery of customer focussed payroll service to clients and related administrative processes and systems. If this sounds like the...

  • Client Service Officer

    4 weeks ago

    Gold Coast, Queensland, Australia Class Limited Full time

    HUB24 Contact Centre Role HUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions.We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB).As we grow, we are seeking to add a...

  • Client Service Officer

    2 weeks ago

    Gold Coast, Queensland, Australia Class Limited Full time

    HUB24 Contact Centre RoleHUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...

  • Client Service Officer

    1 week ago

    Gold Coast, Queensland, Australia Class Limited Full time

    HUB24 Contact Centre RoleHUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...

  • Client Service Officer

    6 days ago

    Gold Coast, Queensland, Australia Programmed Skilled Workforce Full time $40,000 - $80,000 per year

    Programmed Skilled Workforce have a Client Support Officer (Duty Supervisor) vacancy available for an immediate start. This role is responsible for delivering exceptional customer service while ensuring a safe, fun client experience located at Palm Beach.Availability to carry out the following rostering hours is essential.Minimum hours per week will be 12...

  • Client Service Officer

    21 hours ago

    Gold Coast, Queensland, Australia Class Limited Full time

    HUB24 Contact Centre RoleHUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...

  • Client Liaison Officer

    3 days ago

    Gold Coast, Queensland, Australia Davidson Group Services Full time

    **AO3 Client Liaison Officer****About the Role**:Davidson are a preferred supplier for the QLD State Government and are currently recruiting experienced Call Centre Consultants. There is a potential of multiple opportunities available based in the heart of the Gold Coast.If you are a vibrant, enthusiastic call centre professional we would love to hear from...