Client Services Officer Financial Services

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...

**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,...

About UsHastings Financial is a boutique Financial Planning business located in East Brisbane. We have been operating for over 30 years and pride ourselves on providing a high standard of customer service to our clients.The RoleAs a key member of our team, you will provide essential support to both our team and clients. Your responsibilities will...

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...

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...

**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...

**Client Service Officer** With an enviable reputation in superannuation and financial advice, **Mercer** is in the business of putting our clients at the centre of everything we do, investing clients’ money to create the best possible outcomes. If this resonates with you, than perhaps this is the role you are after! **About the Role**: Our 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,...

Full time, permanent role - Inner suburbs location (southside) - Competitive remuneration and great culture Our client is a nationally recognised private wealth management firm, boasting an enviable track record of growth and success across all their business areas. Headquartered in Brisbane, this growing business has a strong team culture, with an...

Career Paraplanner / Client Services Officer (Brisbane)Grow your career in financial planning with a supportive in-office team.Are you a Paraplanner or Client Services Officer who wants to build a long-term career in financial planning? Our well-established Brisbane-based practice is looking for a driven professional to work closely with our advisers in the...