Client Services Officer

7 months ago


Wollongong, Australia Advice2Talent Full time

CSO with experience in SMSF
- Join our growing team
- WFH- You can be based anywhere in Australia

**About Client**

A boutique wealth advisory firm dedicated to improving the financial wellbeing of individuals for now and into the future. Their goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

**Responsibilities**:

- Schedule client meetings with Advisers, coordinating availability and preferences.
- Liaise with clients to gather necessary information and documentation for their SMSFs.
- Assist in the implementation process, ensuring all paperwork and processes are completed accurately and efficiently.
- Update Xplan post communication with clients.
- Provide ongoing support to clients, addressing inquiries and maintaining strong relationships.
- Collaborate with the team to streamline processes and enhance the client experience.

**Requirements**:

- Strong knowledge of Self-Managed Superannuation Funds (SMSF) and compliance requirements.
- Excellent communication and interpersonal skills, with a customer-centric approach.

**What’s on offer?**
- Part Time $90k Pro rata school hour friendly
- WFH- You can be based anywhere in Australia



  • Wollongong, Australia NSW Government -Southern HDDSEM Full time

    **Client Service Officer** **_ Our clients come from all walks of life and so do we._** **_ We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger._** - **Location: Coniston & Shellharbour**: - **Talent Pool will also be created for Illawarra Shoalhaven & Southern...


  • Wollongong, Australia igknight Pty Ltd Full time

    **Key Responsibilities** - **Rostering & Scheduling**: Update rosters and fill gaps in consultation with the Comunity Access Manager (CAM). Provide rostering and administrative support to the Allied Health team. - **Service Agreements & Quotes**: Develop service agreements and quotes under the supervision of the CAM. - **Onboarding**: Coordinate the...


  • Wollongong, Australia NSW Government -Southern HDDSEM Full time

    **Aboriginal Client Service Officer** **Housing Contact Centre** **Location: Bega** - **Industry leading training and career development**: - **Generous leave entitlements**: - **5 x Ongoing Full-Time**: - **Satellite Office Location: Bega**: - **Clerk Grade 2/4, Salary ($70,151pa - $81.158pa), plus employer’s contribution to superannuation and...


  • Wollongong, Australia Mercer Full time

    We are seeking a talented individual to join our Client & Member Service team at Mercer Administration Services. This role will be based in Wollongong and has a hybrid arrangement. Working with the Account Manager, the Client Relations Officer will act as a credible and professional point of contact to clients by providing timely and professional responses...


  • Wollongong, Australia University of Wollongong Full time

    Library - Permanent/Continuing, full-time appointment - Level 3/4: $63,183 - $80,543 plus 17% superannuation The University of Wollongong (UOW) Library plays a pivotal role in supporting the university’s mission by offering essential services that empower our diverse academic community. As a digital-first library, we are passionate about ensuring...


  • Wollongong, Australia Mercer Full time

    **What can you expect?** We have an exciting **full-time** opportunity available to join our driven and outgoing Fund Operations team as a **Client Relations Officer.** Working with the Account Manager, the Client Relations Officer will act as a credible and professional point of contact to clients by providing timely and professional responses to queries,...


  • Wollongong, Australia Marsh McLennan Full time

    Client Compliance Officer **Company**: **Description**: Identifies important business needs of the client and assists with achieving their objectives by effectively communicating to internal partners.Alerting functional areas and escalating problems as needed. Manages escalated participant issues resulting from systemic or process issues.Recognizes and...


  • Wollongong, Australia Guide Dogs NSWACT Full time

    Posted: 18/11/2024 Closing Date: 02/12/2024 **Job Type**: Fixed-term - Part time Location: Wollongong Job Category: Administration & Office Support We are committed to providing services for people with low vision or blindness by tailoring solutions to help overcome barriers and build independent and fulfilling lives. We are united in our shared...


  • Wollongong, Australia Sharp & Carter Full time

    Genuine Temporary to Permanent Opportunity - Join a Large, Well Known Company - Attractive Salary and On-Site Parking, Wollongong Location **The Company** **On a day to day basis, you will be responsible for**: - Manage client accounts and maintain accurate records of payments and transactions - Reconcile inhouse customer/client records against that...


  • Wollongong, Australia Mercer Full time

    We are seeking a talented individual to join our **Customer Service** team at **Mercer**. This role will be based in the **Wollongong** office. This is a hybrid role that has a requirement of working at least three days a week in the office. As a **Customer Service Officer**, you will play a crucial role in providing exceptional support to our fund members,...


  • Wollongong, Australia Rehabilitation Services Full time

    Join a company that focuses on your wellbeing and professional development - Fun and dynamic team with fantastic supportive manager - Great workplace culture with monthly social events Altius Group is Australia’s leading allied health provider to workplaces and team members, offering end-to-end support and guidance to those that need help. We are...


  • Wollongong, Australia On Board Building Services Full time

    **About the role**: On Board Building Services is a building company located in Illawarra, with an opening position for an administration assistant in our Bellambi office. The role is 2 -3 days a week - Monday to Wednesday, but days and times are flexible. This role will include tasks such as: - Managing first point of contact correspondence for clients...


  • Wollongong, Australia Sedgwick Full time

    Customer Service Officer IF YOU CARE, THERE’S A PLACE FOR YOU HERE For a career path that is both challenging and rewarding, join Sedgwick’s talented team of 27,000 colleagues around the globe. Sedgwick is a leading provider of technology-enabled risk, benefits and integrated business solutions. Taking care of people is at the heart of everything we...


  • Wollongong, Australia Sedgwick Full time

    Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for...


  • Wollongong, Australia Sedgwick Full time

    Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for...


  • Wollongong, Australia Wollondilly Disability Services Pty Limited Full time

    We are a growing local provider in the disability services sector, and we are looking for experienced and enthusiastic team members! Both male and female applicants are encouraged to apply. However in this case we require a Female Support Worker for a client. About the Role We offer supports to our clients, allowing for morning, afternoon and evening shift...


  • Wollongong, Australia Mercer Full time

    **Customer Service Officer** Join a global company and world leader in Financial Services where we put the member at the center of everything we do. This is a 6 months full-time contract opportunity. **What can you expect?** At Mercer, we recognise that our most important asset is our people. We offer a great team environment with energetic and...


  • Wollongong, Australia Mercer Full time

    **Customer Service Officer** Join a global company and world leader in Financial Services where we put the member at the center of everything we do. **Full-time temporary (fixed term) contract role.** **What can you expect?** At Mercer, we recognise that our most important asset is our people. We offer a great team environment with energetic and...


  • Wollongong, Australia Mercer Full time

    **Customer Service Officer** Join a global company and world leader in Financial Services where we put the member at the center of everything we do. Multiple roles available; full-time fixed term & part-time contract. **What can you expect?** At Mercer, we recognise that our most important asset is our people. We offer a great team environment with...


  • Wollongong, Australia RKF Engineering Services Full time

    Great workplace culture - Well respected engineering consultancy with over 35 years in the industry - Flexible full-time or part-time hours **Position Scope** We are seeking an experienced Office Administrator to join our growing engineering team in Wollongong, NSW. **Duties** - reception duties; - booking couriers, collecting/posting mail and making...