Client Service Specialist Financial Planning

Financial Planning Assistant **Location**:BRISBANE, QLD, AU, 4000 **Employment Type**:Permanent Full Time - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Queen St, Brisbane - Permanent Full Time Opportunity. - Shadforth Financial Group is one of Australia’s leading financial...

Company description: Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesJob description: Champion providing client service and administrative adviser supportLocation: BrisbanePermanent Full Time OpportunityThe...

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...

Are you looking for a career in a firm that recognises your hard work and enthusiasm? Do you have strong IT skills? Are you client focused? Do you enjoy working in a friendly and supportive team? Our client are a thriving financial planning business based in the Brisbane CBD. They are currently seeking a new client service officer to join their...

**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,...

Optimise financial models reflecting accurate economic outlooks - Support strategic investments with detailed economic analyses - Brisbane based **Delivering good energy starts from within** It’s an exciting time to join Origin. Creating a great place to work means together we’re progressing our ambition to lead the energy transition through cleaner...

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...

Are you an experienced client service officer/manager in the financial planning industry? Are you ready for a new role for the new year? If you are looking for more money, to work closer to home, want a career path into advice or operations then one of the four roles I am recruiting four may be the answer. The locations are, Brisbane CBD, Fortitude...

**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 personalized service, utilizing cutting edge technology. **The Role** You will be responsible for providing a high level of service to a variety of stakeholders, further...

**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...