Client Services Officer
4 days ago
A rare opportunity to join a national financial services organisation as their client services officer
**Your new company**
Our client is an innovative and dynamic wealth advisory firm based centrally on the Gold Coast. Due to their continued success a customer service consultant is required for a permanent position.
**Your new role**
The primary responsibility of this role is to provide excellent customer service to the clientele. You will be responsible for:
- First point of contact answering a high volume incoming calls
- Assisting with client enquiries and providing information
- Collating client welcome packs and correspondence
- Managing chat enquiries
- Records management
- Document control
**What you'll need to succeed**
To be successful you will have:
- Previous and current experience within a similar role within a wealth management or financial services firm
- Excellent customer service and communication skills both written and verbal
- Intermediate MS Office Skills - Word, Excel and Outlook
- A positive attitude and a great work ethic
**What you'll get in return**
In return you will receive a permanent full time position, an attractive salary package with bonuses, a great team culture and the opportunity to build your career.
**What you need to do now**
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
**LHS 297508** #2741115
-
Client Services Officer
2 days ago
Gold Coast, Australia Findex Full timeJoin our collaborative SMSF team in the Gold Coast as a Client Services Officer! We're seeking a motivated, flexible, and positive individual who takes initiative. Do you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered? Join our collaborative SMSF team in the Gold Coast as a Client...
-
Client Service Officer
1 week ago
Gold Coast, Australia HUB24 & Class Limited Full timeHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
-
Client Service Officer
2 weeks ago
Gold Coast, Queensland, Australia Office Of Industrial Relations Full timeWorkplace Health and Safety Queensland (WHSQ) is responsible for working with industry, unions and the community to improve work health and safety outcomes in Queensland. WHSQ works with industry and the community to build positive safety cultures and build safety capability, investigate workplace fatalities and serious injuries and where necessary uses...
-
Client Services Officer
3 weeks ago
Gold Coast, Queensland, Australia Torowealth Full timeLocation: Mermaid Beach, Gold CoastPosition: Client Services OfficerTo apply please email your resume to admin@torowealth.com.auWhy Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced...
-
Client Services Officer
3 weeks ago
Gold Coast, Queensland, Australia Torowealth Full timeLocation: Mermaid Beach, Gold CoastPosition: Client Services OfficerTo apply please email your resume to Why Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced client services...
-
Client Service Officer
2 weeks ago
Gold Coast, Queensland, Australia Queensland Health Full timeThe Payroll Transactional Services team are seeking a highly efficient and client focused individual to join the team as a Client Service Officer (AO2). Located at Nerang, you will play a vital part in contributing to the delivery of customer focussed payroll service to clients and related administrative processes and systems. If this sounds like the...
-
Client Services Officer
2 days ago
Gold Coast, Australia Chandler Macleod Full timeThis is an exciting opportunity for a strong Client Services Officer to join the team. Our client are a strong technology platform who are well-recognised across the financial services space. They have experienced strong continual growth and success, and have strategically channeled their commitment to delivering exceptional solutions to the industry. In...
-
Client Services Officer
6 days ago
Gold Coast, Australia HAYS Full timeExciting opportunity to join a well-respected Public Practice Accounting firm with a positive work culture **Your new company** Our client is a Public Practice Accounting firm that pride themselves on providing quality services to all their clients. A need has arisen for an experienced full-time Client Services Officer to jump into the role with a can-do...
-
Client Service Officer
3 weeks ago
Gold Coast, Queensland, Australia Class Limited Full timeHUB24 Contact Centre RoleHUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...
-
Client Service Officer
3 weeks ago
Gold Coast, Queensland, Australia Class Limited Full timeHUB24 Contact Centre RoleHUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...
