Client Services Officer

3 weeks ago

Brisbane, Australia Insignia Financial Full time

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 managing, scheduling, and confirming client meetings, meticulously reviewing documents, and offering unwavering support to clients by addressing their daily inquiries.

As you navigate your journey within the position, we encourage you to contribute your insights and innovative ideas to enhance team efficiency. Develop a robust comprehension of products and processes spanning Bridges and Insignia Financial, leveraging tools like Xplan. This entry-level administrative role opens doors to the dynamic realm of Financial Advice, presenting career advancement opportunities for those with a passion for propelling their professional journey.

If you've been down a similar road before, that's fantastic, but it's not a deal-breaker. Whether you're immersed in the world of Financial Advice studies or eyeing that initial rung on your career ladder, we're interested in what makes you tick. Maybe you're the administrative expert who thrives on delivering a genuine, above-and-beyond customer service experience. Your track record showcases a keen eye for detail, a knack for juggling multiple tasks with ease, and communication skills that can only be described as top-notch.

If you're the kind of person who effortlessly navigates the social landscape, always in top form, adaptable, reliable, and resilient, we want to hear from you. A rapid learner hungry for knowledge and eager to cultivate your career, you effortlessly weave effective relationships with anyone you encounter, taking immense pride in your endeavours. If the idea of learning from stellar individuals in an environment that values and supports you resonates with you, then we're eager to connect.

Top of Form **Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day

**Life at Insignia Financial**

We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super. We're available to all and we look after every client like they're our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.

**To Apply**

Please submit your resume with a covering letter by clicking on **"."**

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Job ID 7019

  • Client Service Officer

    2 weeks ago

    Brisbane, Australia Gallagher Benefit Services Full time

    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...

  • Administration Officer

    2 weeks ago

    Brisbane, Australia Gallagher Benefit Services Full time

    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...

  • Aps3 Service Support Officer

    4 weeks ago

    Brisbane, Australia DFP Recruitment Services Full time

    **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 to the regional...

  • Client Services Coordinator

    2 weeks ago

    Brisbane, Australia DFP Recruitment Services Full time

    **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...

  • Client Services Officer

    3 weeks ago

    Brisbane, Australia Lawson Elliott Full time

    **Client Services Officer**: **Brisbane CBD QLD** **$65k-$85k package** **Full time** - Client Services Officer - Mid-Tier Firm - $65k-$85k package A 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 &...

  • Client Services Officer

    2 months ago

    Brisbane, Australia The Andersen Partnership Full time

    **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,...

  • Client Services Officer

    2 days ago

    Brisbane, Australia The Andersen Partnership Full time

    **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,...

  • Client Services Officer

    1 week ago

    Brisbane, Queensland, Australia Lawson Elliott Full time

    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

    2 weeks ago

    Brisbane, Australia The Andersen Partnership Full time

    Career Progession - Competitive Salary Package - Flexible Arrangements As a Client Service Officer, you will be a vital link between clients and the team of experienced accountants. You will play a crucial role in ensuring the smooth operation of the client service department, delivering exceptional support, and facilitating strong client...

  • Client Service Officer

    2 weeks ago

    Brisbane, Australia Advance Recruitment Partners Full time

    **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...

  • Client Services Officer

    1 week ago

    Brisbane, Queensland, Australia The Andersen Partnership Full time

    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...

  • Client Service Officer

    2 months ago

    Brisbane, Australia Fuse Recruitment Full time

    **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...

  • Client Service Officer

    6 hours ago

    Brisbane, Australia Fuse Recruitment Full time

    **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...

  • Client Service Officer

    2 weeks ago

    Brisbane, Australia Insurance House Full time

    As one of Australia's leading insurance brokerages, we are constantly growing, evolving and progressing thanks to our well trained and highly motivated people who share our values of Care, Leadership, Imagination and Professionalism. Founded in 1983 in regional Victoria, Insurance House is a known and trusted brand in insurance. Dedicated to the delivery of...

  • Client Services Officer

    1 week ago

    Brisbane, Queensland, Australia Troocoo Full time

    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...

  • Client Services Officer

    2 months ago

    Brisbane, Australia IAS RECRUITMENT Full time

    Career growth & development in Financial Planning - $70K -$80K (incl super) + bonus - Brisbane CBD location **About the company** Our client is a renowned Australian company, providing superior products and services that support many Australians daily. Currently experiencing significant growth, this is an exciting time to join this organisation, which is...

  • Client Service Officer

    1 week ago

    Brisbane, Queensland, Australia Queensland University of Technology Full time

    $84,383 to $91,36- Ongoing, full-time Kelvin GroveWho are we looking for?Queensland University of Technology (QUT) is seeking a Client Service Officer (Timetabling) to join Student Administration, Student Services and Wellbeing, Administrative Division.The Client Services Officer (Timetabling) plays an important role in the compilation and...

  • Client Services Officers

    4 days ago

    Brisbane, Australia Halcyon Knights Full time

    Government Opportunity - 10 Month Contract - Northgate **Client Services Officer** **Location: Northgate, QLD 4013** **Working Hours**: Rotating roster, 8:00am-5:30pm (Mon-Fri) with work-from-home option after training Are you a dedicated customer service professional with a passion for providing exceptional support? Do you thrive in a fast-paced...

  • Client Services Officer

    2 months ago

    Brisbane, Australia Bureau Veritas Full time

    **HDAA Australia Pty Ltd** **ABOUT HDAA** HDAA Australia (a Bureau Veritas company) is a provider of audit and assessment services for health and human service organisations. We provide certification and accreditation assessments across a range of quality standards, management standards and safety and quality frameworks, specifically for health and human...

  • Client Services Officer

    1 week ago

    Brisbane, Queensland, Australia Findex Full time

    Client Services Administrator - Brisbane- Findex values your needs and allows you to be the best version of yourself:Surround yourself with a team who are committed to making a difference:- **Opportunities for career growth that aren't limited by your locationFindex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is...