Client Service Officer

1 week ago


Brisbane, Australia The Andersen Partnership Full time

Competitive Remuneration Package
- Free On-site Parking
- Great Company Culture, On-site Office Dog

Join a fun, boutique insurance advice firm on Brisbane's East side as a Client Service Officer and see where your career can take you.

**About the Company**:

- Experts in providing insurance recommendations to clients
- A professional and friendly work environment
- Proven career progress support within the one firm
- Weekly lunches and social events with your colleagues

**The Role**:

- Provide support to the Financial Advisors of the business
- Ad-hoc administrative duties
- Build rapport with existing and new clients, providing regular updates on outstanding business
- Review meeting preparation and support advisors during client meetings

**About you**:

- Software experience with XPlan, Risk Researcher are essential
- 1 - 2+ years experience with life insurance advice desirable
- 1 - 2+ years Experience working as a CSO
- Strong communication and organisational skills
- Tech savvy, work monotonously as well as being a team player



  • 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...


  • Brisbane, Queensland, Australia Berritta Consulting Full time

    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...


  • Brisbane, Australia Gallagher Benefit Services Full time

    We have an exciting opportunity to join Gallagher as a Client Services Officer providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people. **About Us**: **Gallagher **is the leading Corporate Benefits & HR consultancy...


  • Brisbane, Queensland, Australia Bountiful Wealth Pty Ltd Full time

    Client Service Officer - Financial Planning Job in North Lakes, Brisbane QLD - SEEKJob Title: Client Service OfficerCompany: Bountiful WealthLocation: North Lakes, QLDEmployment Type: Full-time, PermanentAbout Bountiful Wealth:Bountiful Wealth, a proud member of the RI Advice Group, is a family-owned financial advisory firm with a rich history dating back...


  • Brisbane, Australia Perigon Group Full time

    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...


  • Brisbane, Australia PictureWealth Full time

    **Client Service Officer - Implementation Focused**: - **Full-time | Monday - Friday | 38 hours per week**: - **Brisbane or Broadbeach offices - a five-minute walk from Brisbane Central train station or Broadbeach North tram station** **Power flawless execution in a fast-growing FinTech** PictureWealth blends human expertise with innovative tech so...


  • Brisbane, Australia APM Group Full time

    **Job Description** Client Services Officer - Assure (APM Group)** Assure breaks the mould of traditional call centres. Here, initiative, empathy, and critical thinking are valued just as much as performance. As a Client Services Officer, you’ll be the vital connector between clients and Assure EAP services, managing calls with care and confidence. **What...


  • Brisbane, Queensland, Australia MiQ Corporate Services Full time

    MiQ Private Wealth is dedicated to being Australia's most trusted financial services practice, with seven offices across the country. Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust. We value a positive work environment and lead by example, displaying our core...


  • Brisbane, Australia Findex Full time

    **Client Services Administrator - Brisbane** - **Findex values your needs and allows you to be the best version of yourself**: - **Surround yourself with a team who are committed to making a difference**: - **Opportunities for career growth that aren’t limited by your location Findex is building a workplace that is unrestrained by geography and...


  • Brisbane, Queensland, Australia Private Advertiser Full time

    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...