Client Services Officer Financial Services

1 week ago

Brisbane, Australia The Turner Group Full time

**Our Client**
Established for over 25 years, our client is a specialist provider of Superannuation Administration services for a variety of members. They focus on providing innovative and personalised service, utilising cutting edge technology.

**The Role**
You will be responsible for providing a high level of service to a variety of stakeholders, further to this you will be responsible for:

- Creating and maintenance of accounts
- Processing rollovers & payments ensuring accuracy
- Managing commission payments for new members / advisors
- Identify and reporting of any issues

**Experience & Skills**
- Ability to plan and organise effectively
- Excellent communication skills, both written & verbal
- Strong ability to liaise with a variety of stakeholders
- Previous customer service or administration experience
- Experience in Superannuation would be desirable however not essential

617926 2

  • Client Service Officer

    2 weeks ago

    East Brisbane, Queensland, Australia Hastings Financial Full time $45,000 - $60,000 per year

    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...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Apex Financial Services Group Full time $80,000 - $120,000 per year

    Company DescriptionApex Financial Services Group is dedicated to helping clients achieve their financial goals with tailored advice and exceptional service. Our team simplifies complex financial concepts, ensuring they are clearly understood and actionable. We pride ourselves on fostering long-term relationships built on trust and expertise. Our mission is...

  • Client Service Officer/Junior Paraplanner

    1 week ago

    Brisbane, Queensland, Australia O'Sullivan Financial Pty Ltd Full time $60,000 - $90,000 per year

    The CompanyO'Sullivan Financial are an independent, family owned and operated, self-licensed financial planning practice based in Brisbane. Our business was founded with one simple goal in mind: Make our clients lives better. We have built our reputation on unbiased advice, transparency and a client first approach.We are growing quickly with increasing...

  • Client Service Officer

    3 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...

  • 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...

  • Client Services Officer

    1 week 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 Service Officer

    2 days ago

    Brisbane, Queensland, Australia SBB Wealth Full time $60,000 - $90,000 per year

    Client Service Officer (Wealth Management)Location: Ipswich | Full-timeDescriptionWe're looking for a proactive and experienced Client Service Officer to join the SB Wealth team and support our advisers in delivering exceptional client experiences.You'll be the first point of contact for client enquiries, working closely with our advice and admin teams to...

  • Team Leader, Client Service

    2 weeks ago

    Brisbane, Queensland, Australia or Sydney, New South Wales, Australia Focus Financial Partners Full time $104,000 - $150,000 per year

    Position SummaryThe purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service delivery and operational efficiency. Working closely with the...

  • Client Services Officer

    6 days ago

    Brisbane, Queensland, Australia Berritta Consulting Full time $60,000 - $90,000 per year

    Do you want genuine flexibility — even the option to work 100% from home?Are you an experienced CSO looking for a supportive, well-structured advice team?Are you confident managing client relationships and liaising with advisers and product providers?About the OpportunityWe're partnering with a highly regarded financial planning business that provides...

  • Client Service Officer

    1 week ago

    Brisbane, Queensland, Australia Private Advertiser Full time $60,000 - $120,000 per year

    The opportunityA leader in the financial services industry, we have an outstanding opportunity for a Client Services Officer/Manager in a Corporate CBD office who is dedicated to exceptional client service and supporting team members to join our team.The role includes all training and is a varied role with lots of interaction with the team.  You will also...