Client Services Officer
4 months ago
Are you tired of the daily commute, rigid schedules, and office politics? Are you a parent looking for part-time work during school hours, or an individual looking for a flexible workplace? Say goodbye to the traditional 9-to-5 and hello to a new era of flexibility and freedom. If you are based in Perth and if this is something you are interested in, then we want to hear from you
**What You'll Do**:
- Supporting Financial Advisers in their day-to-day tasks, and general office admin support.
- Support new and existing clients with everyday enquiries, ensuring that we go the extra mile to make sure our clients can make informed financial decisions (providing them with factual information only).
- Assist financial planners in preparing and implementing comprehensive financial plans for clients - including processing Super and Insurance Applications on behalf of clients.
- Conduct research and analysis on various financial products such as their existing superannuation accounts and insurance policies.
- Support clients with claims enquiries and liaise with Insurance providers on their behalf.
- Prepare reports, forms, and other documentation for client meetings and presentations.
- Collaborate with team members to provide exceptional service and support to clients.
- Maintain accurate client records and ensure compliance with regulatory requirements.
- Encouraged to seek continuous improvements in the use of a CRM and other software.
**What We're Looking For**:
- Someone who is looking for a stable part-time position within a supportive and friendly team.
- Experience with a CRM system.
- Strong analytical skills and attention to detail.
- Demonstrates initiative and problem solving skills.
- Excellent communication and interpersonal skills - we are based remotely most of the time and as such, communication is a vital part of this role to ensure that deadlines are met and expectations are managed appropriately.
- Confident using Google Workspace and new software/technology.
- Ability to work independently and as part of a team.
- Looking for a long term role where you can grow and be aligned with our values.
- Based in Perth and able to travel to North Beach and surrounding areas.
- Permanent Australian work visa.
- _Previous experience in financial services or related fields is a plus but not required._
**Why Join Us**:
**Flexible Hours**:This role is currently approximately 20 hours per week and we can arrange work days and hours that align with your current commitments.
**Remote Work with some office**: Say goodbye to long commutes and hello to your cosy home office Work from anywhere with an internet connection. It is integral that you have a home office set up and be able to conduct online meetings.
**Work-Life Balance**: Balance work with personal commitments with a fantastic and supportive team.
**Autonomy**: As long as you meet deadlines and deliver quality work, you're free to manage your tasks independently.
**Supportive Workplace**: Join a vibrant team of like-minded individuals who share your passion for remote work and flexibility. Collaborate, learn, and grow together in a supportive environment. We **Advanced Office Management**: We have excellent processes, templates and automation in place, making your day smooth and streamlined.
**Job Type**: Part-time
**Salary**: $45,000.00 - $65,000.00 per year
**Benefits**:
- Employee mentoring program
- Professional development assistance
- Work from home
Schedule:
- Monday to Friday
Work Authorisation:
- Australia (required)
Work Location: Hybrid remote in NORTH BEACH, WA 6020
-
Client Services Officer
1 week ago
North Lakes, Australia Superior Home Health Services Full timeWant to make a difference in the life of others? - Want to work with a great, award-winning team? **Superior Home Health Services** is a full-offer, community care organisation _providing in home health care with a difference_. Covering most of the Moreton Bay Region, Bribie Island, North Brisbane, Sunshine Coast and Gympie areas, our support professionals...
-
Client Services Associate
4 months ago
North Beach, Australia Equitem Full time**About Us**: We are a leading financial planning firm dedicated to empowering our clients to achieve their financial goals and secure their future. Focusing on personalised service and strategic planning, we provide comprehensive financial solutions tailored to each client's unique needs. **What You'll Do**: - Supporting Financial Advisers in their...
-
Client Services Officer
1 month ago
North Ipswich, Australia FOCAL COMMUNITY SERVICES Full timeAbout FocalFocal is a well-established local provider with almost 50 years providing supports to people with a disability, their families and carers. Today Focal delivers services to people of all ages and needs in their homes and the community. Through our person-centred approach, we are building a brighter tomorrow for people with disability in the Western...
-
Client Services Coordinator
2 weeks ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a well-established local provider with almost 50 years of experience in delivering supports to people with a disability, their families, and carers. Our mission is to empower individuals to exercise freedom, choice, and control in their lives.We are committed to providing person-centered services that...
-
Client Services Coordinator
3 days ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a well-established local provider with a rich history of delivering supports to people with a disability, their families, and carers. With almost 50 years of experience, we have built a reputation for providing high-quality services that empower individuals to exercise freedom, choice, and control.Our...
-
Client Services Coordinator
1 week ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full time{"title": "Client Services Officer", "description": "About Focal Community ServicesFocal Community Services is a well-established local provider with a strong reputation for delivering high-quality supports to people with a disability, their families, and carers.We are committed to building a brighter tomorrow for people with disability in the Western...
-
Client Services Coordinator
1 day ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a well-established local provider with a rich history of delivering supports to people with a disability, their families, and carers. With almost 50 years of experience, we have built a reputation for providing high-quality services that empower individuals to exercise freedom, choice, and control.Our...
-
Client Services Coordinator
2 weeks ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a well-established local provider with almost 50 years of experience in delivering supports to people with a disability, their families, and carers. Our mission is to empower individuals to exercise freedom, choice, and control in their lives.We are committed to providing person-centered services that...
-
Client Services Facilitator
4 days ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a leading provider of disability support services, dedicated to empowering individuals with disabilities to live fulfilling lives. Our team is passionate about delivering high-quality support that makes a real difference in the lives of our clients.Job Title: Client Services FacilitatorWe are seeking...
-
Client Services Facilitator
1 week ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full time{"title": "Client Services Facilitator", "content": "About Focal Community ServicesFocal Community Services is a values-led organization dedicated to supporting people with disabilities and their families in the Western Suburbs and Ipswich Region.We are seeking an experienced professional to join our team as a Client Services Facilitator. This dynamic role...
-
Client Services Facilitator
3 days ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a values-led organization dedicated to supporting people with disabilities and their families in the Western Suburbs and Ipswich Region. With a strong commitment to innovation and community engagement, we deliver a range of activities, programs, and individual services to people of all ages and...
-
Client Services Facilitator
1 month ago
North Ipswich, Australia FOCAL COMMUNITY SERVICES Full timeAbout FocalFor 50 years Focal has worked to support people with a disability, their families and carers in the Western Suburbs and wider Ipswich Region. As an innovative and contemporary provider Focal delivers activities, programs and individual services to people of all ages and needs in their homes and the community. Through our person-centred approach,...
-
Client Services Officer
4 months ago
North Ryde, Australia Small Animal Specialist Hospital Full timeSupportive team environment - Learn from some of the best in the Industry - Excellent work-life balance The Small Animal Specialist Hospital (SASH) is the largest Veterinary hospital in the Southern Hemisphere offering referral services across two Sydney locations. At SASH, we are committed to providing exceptional care and service to pets, their families,...
-
Client Support Officer
1 month ago
North Brighton, Australia Minda Full timeClient Support Officer - Service Agreements Leave coverage contract, fixed term for 12 months. At Minda, we provide services and support to enable people living with an intellectual disability to reach their personal health and wellbeing goals and live their best lives. As the state’s largest not-for profit provider of disability services, we provide...
-
Client Services Coordinator
4 months ago
North Sydney, Australia eNerds Pty Ltd Full time**Immediate Start Available | Training Provided**: - **North Sydney, 2060 | Close to Public Transport**: - **Sociable and Professional Team Culture** **About eNerds** Offering Managed IT Services, eNerds was founded in 2000, with the mission of being a comprehensive support hub for Small to Medium sized Businesses. With offices in Sydney, Brisbane, and...
-
Client Service Officer or Manager
3 months ago
North Sydney, Australia Advance Recruitment Partners Full time**Job Title**: Client Service Officer/ Manager (Min 6 Months Experience in Finance Advice essential) **Location**: North Sydney **Salary - 70,000 - 80,000 + Super (Upwards depending on level of experience)** **Criteria**:Permanent Australian Status - Must be living in Sydney Australia** **About Us**: Our client is a leading Financial Planning firm...
-
Client Services Facilitator
2 weeks ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a leading provider of disability support services, dedicated to empowering individuals with disabilities to live fulfilling lives.Job SummaryWe are seeking an experienced Client Services Facilitator to join our team in Ipswich. As a key member of our client services team, you will be responsible for...
-
Client Services Facilitator
2 weeks ago
North Ipswich, Queensland, Australia FOCAL COMMUNITY SERVICES Full timeAbout Focal Community ServicesFocal Community Services is a leading provider of disability support services, dedicated to empowering individuals with disabilities to live fulfilling lives.Job SummaryWe are seeking an experienced Client Services Facilitator to join our team in Ipswich. As a key member of our client services team, you will be responsible for...
-
Client Services Team Manager
3 months ago
North Sydney, Australia Gidget Foundation Australia Full time**Client Services Team Manager** **Calling experienced and passionate Client Services Team Manager!** **About Gidget Foundation Australia** Gidget Foundation Australia (GFA) is the largest and only national provider of free specialist perinatal mental health psychological services to support the emotional wellbeing of expectant and new parents. **The...
-
Client Services Executive
3 months ago
North Sydney, Australia Gidget Foundation Australia Full time**Client Services Executive** **Calling experienced and passionate Client Services Executives!** **About Gidget Foundation Australia** Gidget Foundation Australia (GFA) is the largest and only national provider of free specialist perinatal mental health psychological services to support the emotional wellbeing of expectant and new parents. **The...
