Client Services Officer

7 months ago


Windsor, Australia Fuse Recruitment Full time

**Windsor QLD 4030**

**$60,000 - $90,000 + super**

**Full time**

**Are you an experienced Client Service Officer looking for your next career opportunity?**

Join a holistic financial service firm located in Brisbane with an experienced team that ensure their client’s financial planning needs are being completely managed to give them peace of mind. You will join a dynamic team working collaboratively to contribute to the overall success of the team.
- Our client is seeking someone who can manage a range of tasks and duties, is accountable, reliable, and eager to grow with the company. With multiple career pathways available, this opportunity will suit individuals who want to pursue a career as a long term support role, providing support to and learning from existing financial advisers. For the right applicant a career as a financial advisor would be considered.
- We are looking for a friendly, driven individual who embraces continuous process improvement to join an established and experienced team.
- **Who you will be working with?**

Be part of an established and professional financial planning firm that is dedicated to delivering the best possible service to their clients. They pride themselves on having a strong reputation in delivering exceptional financial services to ensure that clients receive the best possible outcomes. With an extensive client base, they provide comprehensive holistic advice across a range of clients and strategies and are passionate about working closely with clients to achieve their goals.
- You will have the support of a team that bring a high level of technical expertise to the role, working collaboratively to ensure best outcomes for clients. Being a smaller team, you will have the ability to engage with the whole team and build your skills with development and mentorship.
- **Benefits to successful applicant**:

- Competitive salary package with great career progression
- Growth opportunities to further progress your financial services career, with mentorship from an experienced team.
- Exposure to a wide range of duties and clients
- A friendly and positive work environment
- Commitment to professional development and training

**Duties and responsibilities include**:

- Provide high levels of customer service, acting as a contact point for new and existing clients
- Provide administrative support to your team, undertaking fact finds, preparing for client meetings, assisting with implementation and compliance, ad hoc administration duties within the team
- Manage communications between stakeholders, both internal and external
- Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail

**We are looking for someone with**:

- Working experience in the finance industry (Client Service Officer experience highly considered but not essential)
- Xplan experience is desirable
- A dedication to process improvement.
- Client focused with aim to provide exceptional service and have a significant impact on the lives of our clients.
- A desire to learn with a willingness to grow and be mentored.
- A self-motivated individual who can work both autonomously or collaboratively within a close team
- Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude

SCR-jesse-dunbar
- #ChooseFuse

**Consultant**:
**Jesse Dunbar**:
**Recruitment Consultant**:

- 0412 939 951
-

**Reference number**:
BH-29288



  • Windsor, Australia Plan B Recruitment Full time

    Permanent role based on City Fringe - Fun & established team - March / April Start - Due to movement in the business, a role now exists with this long-established online service-comparison firm in Melbourne. Partnering with real-estate organisations around Australia, this company provides much-loved free service to property owners who are looking to sell or...


  • Windsor, Australia Plan B Recruitment Full time

    Permanent role based on City Fringe - Fun & established team - May Start - Due to movement in the business, a role now exists with this long-established online service-comparison firm in Melbourne. Partnering with real-estate organisations around Australia, this company provides much-loved free service to property owners who are looking to sell or rent their...


  • Windsor, Australia Invocare Full time

    **Client Care Coordinator - Casual** - Use your compassionate nature to work with an empathetic team - Work for a market leader with great benefits and a strong workplace culture InvoCare is an industry leader within the funeral industry, we currently operate over 300 funeral locations, 17 cemeteries and 29 crematoria, throughout Australia, New Zealand and...


  • South Windsor, Australia Edenhills Lawnswood Pet Cremation Full time

    **Permanent part-time position on offer**: - ** 31 hours per week**: - ** Based at South Windsor** Forming part of the wider InvoCare brand, Patch & Purr is a leading provider of pet cremation services in Australia with a national footprint. Through our dedicated and caring team, we offer dignified farewells for much loved family pets through our...


  • Windsor, Australia Bank of Queensland Full time

    **About the Role** - Seeking passionate Customer Service Officer to join the BOQ Windsor team - Flexible workplace & Collaborative Team As the Customer Service Officer, you will be the ‘face’ of the Bank within the Branch, providing exceptional customer service to your customer network. You will enjoy developing and maintaining strong relationships with...


  • Windsor, Australia Invocare Full time

    **Client Care Coordinator** - Use your compassionate nature to work with an empathetic teamWork for a market leader with great benefits and a strong workplace culture Join a team in unique environment using your customer service and administration skills in pet aftercare, where you will excel providing and delivering empathetic support to our clients to...


  • Windsor, Australia AMA Group Non-Drive Full time

    Join a welcoming team for the long term - Permanent position, Monday to Friday - Grow your career with our friendly team Shipstone Accident Repair Specialists in Windsor is an I-CAR Gold Class repair facility, committed to the highest standards of repair for prestige vehicles. They are accredited by 9 OEM brands: Lamborghini, Porsche, Audi, VW, Jaguar/ Land...


  • Windsor, Australia AMA Collision Full time

    Join a welcoming team for the long term - Permanent position, Monday to Friday - no weekends! - Grow your career with our great team for the long term Shipstone Accident Repair Specialists in Windsor is an I-CAR Gold Class repair facility, committed to the highest standards of repair for prestige vehicles. They are accredited by 9 OEM brands: Lamborghini,...

  • Office Administrator

    2 months ago


    Windsor, Australia Placing Heads Full time

    Be valued and appreciated - Warm, welcoming environment - Be a big fish in a small pond! **_The Company_** Our clients are specialists in the Franchised Food space. They have created one of Australia’s best loved Franchise networks right in the heart of Prahran. This fantastic opportunity for an Office Administrator to make their mark would suit a person...

  • Administration Officer

    7 months ago


    Windsor, Australia Alexander Appointments Full time

    From $35 - $40 per hour + Super (based on experience) - 12-15 hours per week (flexible working hours if you need school hours) - Windsor Location **About the Company** Pink Finss Charity is a small not for profit organisation that has been operating in the Hawkesbury Region since 2010, supporting women, men and their families diagnosed with cancer and are...

  • Office Administrator

    7 months ago


    Windsor, Australia Lyndons Full time

    Windsor - Full TimeJob Title: Office Administrator Are you a recent school leaver or a junior professional eager to kick-start your career in an office environment? Join us for a valuable learning experience that combines office administration with hands-on exposure to accounts payable responsibilities. As an integral part of our finance and admin...


  • Windsor, Australia Morcare Services Full time

    Make a difference to the lives of our amazing clients - Be supported by a passionate team and access quality training and development - Consistent and flexible shifts to work with your lifestyle **About the Role**: We are looking for an energetic, young support worker to provide companionship for our lovely clients, shifts include the following: -...


  • Windsor, Australia Crescent Respite Full time

    **Permanent, Full-Time Position**: - ** Hybrid role, flexible working hours based in Melbourne** **About us** Crescent Respite (registered NDIS provider) is set to revolutionize disability support, equipping people with the tools to recover, rejuvenate, recalibrate, and rediscover themselves. This is a great opportunity for a Rostering/Administration...

  • Casual Cleaner

    2 weeks ago


    Windsor, Australia ECD Services Full time

    We are currently searching for experienced cleaners to join our team! A bit about our company - At ECD Services we provide a high level of detail with every clean. Each cleaner is expected to provide the same service. Therefore, each cleaner, regardless on the experience level, will go through a training shift (or two). ECD Services is a small business...


  • Windsor, Australia Kube health services Full time

    Are you motivated to evolve your reception skills within a supportive and friendly healthcare environment? We have an exciting opportunity for a driven and enthusiastic receptionist to join our team at Balanced for Life in Windsor! - Permanent part-time - This role will be approximately 4-16 hrs per week - Competitive salary - Starting at $23+ - Onsite...


  • Windsor, Australia Invocare Full time

    **Pet Aftercare and Keepsake Preparation Coordinator** - Join a supportive and compassionate team - Enjoy meaningful work in an industry dedicated to pet aftercare services - Full time role based in Join our compassionate team as a Pet Aftercare/Keepsake Preparation Coordinator. Engage in meaningful work that honors the bond between pets and their owners....


  • Windsor, Australia RHT PARTS Full time

    We are a small family business located in Sydney’s West which is expanding and looking for a particular person who is able to juggle different roles. We are offering, the right applicant a professional clean & modern office/warehouse in a small pleasant team environment with the emphasis on long term employment. We are after an experienced Customer...


  • Windsor Gardens, Australia Icon Holdings Services Full time

    **Administration Officer - Icon Cancer Centre, Windsor Gardens, SA** This is an opportunity to join a community that truly holds human connections close to heart. We work with purpose at a fast pace, and we genuinely appreciate that all contributions make an impact. Our work is always important and not always easy, and we know the secret ingredient is our...

  • Property Manager

    8 months ago


    Windsor, Australia Gough Recruitment Full time

    **Prefer to spend most of your time out of the office?! We have the ideal role for you!** If you enjoy working with a leading, proactive, professional team and are goal and system-focused, then this position will suit you. They take a genuine interest in their staff and offer a superb work environment, team spirit and an attractive salary package. **The...


  • Windsor Gardens, Australia Icon Holdings Services Full time

    **Administration Officer - Icon Cancer Centre, Windsor Gardens, SA** This is an opportunity to join a community that truly holds human connections close to heart. We work with purpose at a fast pace, and we genuinely appreciate that all contributions make an impact. Our work is always important and not always easy, and we know the secret ingredient is our...