Client Service Associate

3 days ago

Albany, Australia Kestra Financial Independent Advisor Full time

Summary

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

- Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
- Maintain CRM database; define and ensure adherence to appropriate client service models
- Manage multiple and competing priorities daily in pursuit of business objectives
- Other responsibilities as assigned by the Senior Client Service Associate

Knowledge, Skills, and/or Abilities

- Advanced computer skills (Outlook, Word, and Excel) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners

Education and/or Experience

- Bachelor’s degree in a business-related field preferred
- The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
- Previous experience in small business culture preferred

Benefits: None

Growth Potential: Yes. Transition to Full Time position with benefits

Office with personalized Laptop Provided

Hybrid/Remote Work Potential: After training is completed

Flexible Work Hour: Can design own schedule at start

Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview

Work Attire: Business Casual

#J-18808-Ljbffr

  • Client Service Officer

    6 days ago

    Albany Creek, Australia Brisbane Veterinary Specialist Centre Full time

    **Brisbane Veterinary Specialist Centre**, Albany Creek, Part-time Client Service Officer **About **BVSC**: At BVSC we are dedicated to providing gold standard veterinary care and support to our clients and their beloved pets. We believe in fostering a warm and welcoming environment, where both our clients and team members feel valued and respected. -...

  • Urgent Search: Client Services Officer

    11 hours ago

    Albany, Australia Advanced Personnel Management Full time

    Forget everything you know and expect about working in a call centre customer service team. This is a customer service environment where you’re encouraged to use initiative and your brain. At Assure, we coach and encourage you to focus on delivering a quality experience for our clients first time, every time. At Assure, we pride ourselves on delivering...

  • Sales Associate Opportunity

    2 weeks ago

    Albany, Western Australia beBeeCustomer Full time $60,000 - $85,000

    As a sales associate with Sunglass Hut, you will have the opportunity to work with premium brands from around the world.Key Qualifications:Energetic and fun personalityCustomer-focused mindsetAbility to learn and growWe're looking for individuals who can work effectively in a team environment and provide exceptional customer service. Availability from 10th...

  • Dining Services Associate

    5 days ago

    Albany Creek, Queensland, Australia beBeeCulinary Full time $58,468 - $61,116

    We are seeking a dedicated and skilled Dining Services Associate to join our team at Albany Creek Retirement Village. This well-established community is set on 11 hectares of beautifully maintained gardens and greenery that surrounds its villas.The OpportunityThis full-time position involves preparing high-quality daily meals for residents in an on-site...

  • Retail Sales Associate

    2 weeks ago

    Albany, Western Australia beBeeCustomerService Full time $55,000 - $62,000

    At a leading supermarket chain, we have a diverse team of over 100,000 employees across Australia. As a Team Associate, you will play a vital role in delivering exceptional customer experiences in-store and through our online channels. Whether you're assisting customers with their shopping or working behind the scenes to ensure our stores run smoothly, every...

  • Associate Dispenser

    2 weeks ago

    Albany, Western Australia Luxottica Full time

    OverviewAssociate Dispenser | OPSM I Casual I Midland Gate, WADate: Sep 8, 2025Brand: OPSMLocation: Midland, AUWHO WE AREWe are EssilorLuxottica, a global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses. The Company brings together the complementary expertise of two industry pioneers, one in advanced lens...

  • Senior Client Coordinators Wanted

    4 days ago

    Albany, Western Australia beBeeCare Full time $64,000 - $82,000

    Aged Care Scheduling OpportunitiesWe are seeking experienced schedulers to join our organization, with two rewarding opportunities available.As an In-Home Services Scheduler, you will coordinate care for clients in their homes, working on a rotating roster. Alternatively, as a Residential Scheduling Coordinator, you will focus on ensuring our residential...

  • Coordinator, FDSV Counselling Services

    2 weeks ago

    Albany, Western Australia Anglicare WA Full time $117,526 per year

    Full time, maximum term opportunity until 30 June 2026Enjoy flexible, life friendly working conditionsOpportunity to lead a high performing team of counsellorsReach further with usOpportunity to lead a passionate team of professionals who focus on providing person centred counselling to counselling and therapy to children, young people and adults who have...

  • Client Service Officer

    2 weeks ago

    Albany Creek, Australia VetPartners Full time

    Brisbane Veterinary Specialist Centre seek a **Client Service** **Officer** **to join a team of caring professionals, dedicated to pets’ health and wellbeing. **Brisbane Veterinary Specialist **Centre** **(BVSC)** is much more than just a purpose built, state of the art veterinary facility providing outstanding modern medical and surgical equipment in...

  • Associate Dentist

    2 weeks ago

    Albany Creek, Queensland, Australia Bupa Full time $150,000 - $200,000 per year

    Bupa Dental – Albany Creekis a 5-chair practice located at Greenview Village along Albany Creek Road.  This modern practice offers a wide range of treatments including general and preventative, restorative and cosmetic dentistry as well as oral surgery and more.  With modern equipment including  iTero, CEREC and CBCT, we are able to provide seamless and...