Financial Client Services Officer

Client Services Officer **The opportunity** Joining 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...

Client Services Officer **The opportunity** Joining 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...

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...

**The opportunity** Joining 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 managing, scheduling,...

Customer Service Officer **About the opportunity** Reporting 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...

**About the opportunity** Reporting 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...

We have an exciting opportunity to join Gallagher as a Client Services Officer providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people. **About Us**: **Gallagher **is the leading Corporate Benefits & HR consultancy...

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...

Great long-term opportunity for an experienced Adviser Assistant to join a National Financial Planning Group for their Brisbane team. As an independent provider, the quality of service provided to each of their clients is second to none. Due to an internal promotion a new position has been created for a self-managed individual who enjoys working as part of...

Permanent, Full Time roles available - Hybrid work from home/office flexibility - $80k package, ongoing training and development - True career development and progression opportunities! Tenacity CX are Australia's leading supplier of recruitment solutions to the Customer Experience and Contact Centre Industry. We are proud partners of a reputable Financial...

**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,...

**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,...

**Our Client** Our client is a boutique financial planning practice located in Brisbane's CBD who is looking for a full-time Client Service Officer to assist their successful financial planning team. This business prides themselves on ensuring their clients enjoy all that life has to offer without having to worry about the future as well as providing a...

We have an exciting opportunity to join Gallagher as a Client Services Officer providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people. **About Us**: **Gallagher **is the leading Corporate Benefits & HR consultancy...

Financial Planning Assistant **The opportunity** As 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,...

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...

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...

**Job description**: Our client, one of Australia’s Specialist industry funds is looking for a Client Service Coordinator for a 12 month Maternity Leave contract. Our client offers a modern work environments in the CBD, with easy access to public transport. We are looking for a person who is passionate about customer service and building relationships...

**Brisbane QLD** **$60000 - $80000 per annum, Benefits: + super** **Full time** **Are you an experienced Client Service Officer looking for your next great career opportunity?** Join an innovative and successful financial services firm located on the inner south side of Brisbane in an exciting growth phase. You'll be collaborating with a diverse and...