Client Service Officer

1 week ago

Brisbane, Australia Mercer Full time

**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 Advice team in **Brisbane** is looking for a **Client Service Officer** to manage the administrative elements of client relationships whilst supporting the Financial Advice team in providing our clients with quality service.

Your role will be to work with the financial advice team:

- Providing customer service and administration support for clients.
- Liaising with fund managers and maintaining client portfolios using financial planning software (e.g. Xplan).
- Finalising Statements of Advice (SOA’s).
- Preparing Financial Review Documents and client invoices.
- Organising meetings, seminars and functions, assisting with diary management and other ad-hoc requests.

We will consider enthusiastic and career focused individuals with customer service and administrative backgrounds who have:

- A background in financial planning or financial services.
- Good communication skills (both written and verbal).
- A high level of numeracy.
- Sound planning and organisational skills.
- Ability to work autonomously as well as in a team environment.

**About Mercer**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.

  • Client Service Officer

    5 days ago

    Brisbane, Australia Queensland Police Service Full time

    **The core capability requirements for this role are**: - Represent the section while communicating with a broad range of stakeholders, clients, clubs and dealers on issues relating to weapons and licences. - Qualify the accuracy and integrity of information entered. - Actively participate in a team environment and support a positive workplace culture. -...

  • Client Service Officer

    1 day ago

    Brisbane, Australia Queensland Police Service Full time

    **Your Key Accountabilities will include**: - Identify and manage client needs in a timely manner via effective questioning, negotiation, and conflict management in accordance with relevant service benchmarks - Support the QPS Prevention Together Strategy through accurate recording of offence and intelligence reports and dissemination to the relevant...

  • Client Services Officer

    4 weeks ago

    Brisbane, Queensland, Australia Straight Path Financial Planning Full time

    1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...

  • Client Services Officer

    3 weeks ago

    Brisbane, Queensland, Australia Straight Path Financial Planning Full time

    1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...

  • Client Service Officer

    4 weeks ago

    Brisbane, Queensland, Australia Bel & Bril Talent Advisors Full time

    We are working with a great accounting firm in Brisbane in search for a Client Service Officer is responsible for providing administrative and client support to the firm's clients. The ideal candidate will have a strong understanding of client services administration, tax compliance obligations, and building professional relationships. The position will also...

  • Client Services Officer

    2 weeks 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,...

  • Office and Client Coordinator_Brisbane

    2 weeks ago

    Brisbane, Queensland, Australia Knowmore Legal Service Limited Full time

    Add expected salary to your profile for insightsBe part of a passionate and purpose-driven teamFull time, permanent (office based) with ongoing professional development opportunitiesSupport a workplace culture that values diversity, integrity, and trauma-informed practiceAbout KnowmoreKnowmore is a nation-wide independent community legal centre providing...

  • Office and Client Coordinator_Brisbane

    2 weeks ago

    Brisbane, Queensland, Australia Knowmore Legal Service Limited Full time

    Add expected salary to your profile for insightsBe part of a passionate and purpose-driven teamFull time, permanent (office based) with ongoing professional development opportunitiesSupport a workplace culture that values diversity, integrity, and trauma-informed practiceAbout KnowmoreKnowmore is a nation-wide independent community legal centre providing...

  • Office and Client Coordinator_Brisbane

    14 hours ago

    Brisbane, Queensland, Australia Knowmore Legal Service Limited Full time

    Add expected salary to your profile for insightsBe part of a passionate and purpose-driven teamFull time, permanent (office based) with ongoing professional development opportunitiesSupport a workplace culture that values diversity, integrity, and trauma-informed practiceAbout KnowmoreKnowmore is a nation-wide independent community legal centre providing...

  • Client Service Officer

    6 days ago

    Brisbane, Australia Mercer Full time

    **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...