Client Services Officer

4 hours ago

Toowoomba, Queensland, Australia McConachie Stedman Full time $60,000 - $80,000 per year

We're looking for a motivated and detail orientated administrative professional to join our Financial Planning team at our new, modern office in Toowoomba.

About us

McConachie Stedman is a team of accountants, advisors and financial specialists that offer services and insights that support businesses and individuals in reaching their goals. We do this through a proactive understanding of our clients at each stage of their life or business. With offices in Toowoomba, Clayfield, Redcliffe and Kingaroy, our team pride ourselves on delivering exceptional client service to both businesses and individuals, and we place a high value on our people and culture.

About the role

We currently have a position available for a full time Client Services Officer in our Financial Planning team. In this role you will provide valuable administrative support to the Para-planners and Financial Planners and deliver exceptional service our clients.

Your responsibilities may include:

  • Arranging client review appointments;
  • Completing all paperwork for client advice and meetings and implement where directed by an Advisor;
  • Organising and processing deposits, withdrawals and switches for clients;
  • Attending to client queries;
  • Ensuring compliance with legislative requirements such as Fee Disclosure and Opt-In; and
  • General office administrational tasks.

The ideal candidate will possess the following:

  • A positive attitude and motivation to grow and develop your skills in this role.
  • Demonstrated industry experience in financial planning or related professional services.
  • Demonstrated ability to complete a range of administrative tasks utilising Microsoft Office products, including spreadsheets, reports, letters and schedules;
  • Excellent attention to detail, with the confidence to speak up when issues are identified;
  • Ability to multitask and prioritise tasks effectively;
  • Excellent personal presentation and communication skills; and
  • Ability to build and maintain professional relationships.

What we offer

At McConachie Stedman we understand your choice of employer is an important one and an investment in your future. We place a high value on our people and offer a range of benefits to support your work/life balance, which include:

  • A supportive and collaborative environment with friendly and approachable Directors and team members to support you as you are learning the new role and progressing in your career.
  • Competitive remuneration aligned with your experience and skills.
  • Flexible work arrangements.
  • Professional development and ongoing training opportunities.
  • Lifestyle benefits including an Employee Discounts program, access to an Employee Assistance Program and annual flu vaccinations.

How to apply

If you're interested in joining our team, please submit a Cover Letter and your resume via Seek. For more information in regards to McConachie Stedman, please visit our website

  • Customer Services Officer

    5 hours ago

    Toowoomba, Queensland, Australia Wagners Industrial Services Full time $104,000 - $130,878 per year

    Customer Service OfficerThis role is working in our Toowoomba Steel Division for a motivated all-rounder supporting the Sales, Service and Administration team. There will be a strong focus on client service, administration and delivery allocation tasks.About the role:Full Time - Monday to FridayOverseeing reception, including but not limited to managing all...

  • Client Service Administrator

    4 hours ago

    Toowoomba, Queensland, Australia Private Advertiser Full time $60,000 - $80,000 per year

    The RoleWith a fast growing client base this practice is seeking a full time Client Service Administrator.The FirmThis financial planning business prides itself on the provision of holistic financial advice that caters to a wide variety of clients.  With a versatile, collaborative and hardworking team, they strive to maintain an innovative culture allowing...

  • Customer Service Officer

    3 hours ago

    Toowoomba, Queensland, Australia Wagners Industrial Services Full time $60,000 - $80,000 per year

    As Customer Services Officer you will be responsible for managing inbound sales emails and portals, processing orders into the ERP system, issuing quotes and coordinating transport and delivery of products. You will have a strong focus on acting as the liaison between our customers and internal sales team and ensure seamless services.This is a full-time...

  • Customer Service Officer

    4 hours ago

    Toowoomba, Queensland, Australia HB Group Full time $65,000 per year

    Our client is a well-established agricultural merchandise business that has been serving the rural community in Toowoomba since 2003. They are looking for a dedicated Customer Service Officer to join their team As a Customer Service Officer, you will be responsible for administering customer service operations, liaising with customers in a warm and...

  • Client Service Advocate

    2 days ago

    Toowoomba, Queensland, Australia beBeeCustomerService Full time $55,000 - $65,000

    Job OverviewWe are seeking a dedicated and hands-on customer service/admin professional to join our team in Goondiwindi, QLD.You will play an important role within our business providing exceptional service to our predominantly older clientele and helping them manage their hearing health in this diverse client-facing role.Full training and ongoing support...

  • Client Services Administrator

    2 hours ago

    Toowoomba, Queensland, Australia Findex Full time $60,000 - $80,000 per year

    Job Description Findex allows you to be the best version of yourself Work for a company that develops and promotes its own talent Opportunities to explore career paths across divisions Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting-edge? We are looking...

  • Customer Services Officer

    5 hours ago

    Toowoomba, Queensland, Australia Wagners Full time $104,000 - $130,878 per year

    Customer Service OfficerThis role is working in our Toowoomba Steel Division for a motivated all-rounder supporting the Sales, Service and Administration team. There will be a strong focus on client service, administration and delivery allocation tasks.About The RoleFull Time - Monday to FridayOverseeing reception, including but not limited to managing all...

  • Customer Services Officer

    2 days ago

    Toowoomba, Queensland, Australia Wagners Full time

    Join to apply for the Customer Services Officer role at WagnersAbout the RoleThis role is working in our Toowoomba Steel Division for a motivated all-rounder supporting the Sales, Service and Administration team. There will be a strong focus on client service, administration and delivery allocation tasks.ResponsibilitiesFull Time - Monday to FridayOverseeing...

  • Client Service Executive I

    1 week ago

    Toowoomba, Queensland, Australia AON Full time

    Account Manager, Consumer Benefits SolutionsAs part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting our Consumer Benefit Solutions Group. As an Account Manager, you will report directly to the Director of Client Services (DCS) and the position will either be based at our...

  • Senior Client Services Specialist

    4 days ago

    Toowoomba, Queensland, Australia beBeeCustomer Full time $60,000 - $65,000

    Client Service Executive OpportunityEmpowering results for clients is a core objective of this role. The ideal candidate will have a strong background in benefits management, preferably with experience in Voluntary Benefits. Strong project management, client management, and communication skills are essential.The key responsibilities include managing...