Client Service Officer

2 days ago

Spring Hill, Queensland, Australia Iris Full time $60,000 - $75,000 per year

This is where your natural strengths for numeracy and organisation become the foundation of a finance administration career.

Some people make work feel smoother for everyone around them. Processes are followed accurately, clients feel comfortable, and the pressure on the team lifts. If this is your style, you will be valued here.

The Role

You'll manage the front of house experience, welcoming clients, making coffee, handling calls, actioning emails, scheduling meetings, setting up the boardroom and keeping diaries on track.

Behind the scenes, you'll prepare and maintain client financial records, produce reports, and collate data into PowerPoint presentations. You'll work closely with advisers, paraplanners, and fellow CSOs to keep each process on track.

This is detailed, important work that rewards accuracy and follow through. You'll report to one of the firm's directors and be supported by an experienced team who will appreciate your reliability and precision.

You'll gain exposure to many facets of wealth management while building depth in a stable administration career.

This is a full time, onsite position in Spring Hill, close to public transport and walking distance to the CBD. Monday to Friday, 8.30 am pm.

Salary guide: $60,000 - $75,000 + super, negotiable based on experience. Applicants with experience in a financial planning firm may be considered above this range.

About You

You enjoy working with numbers and professional people, in a welcoming and encouraging environment.

You'll suit this role if you:

  • Are process driven, methodical, numerate, and tech-astute with a flair for PowerPoint.
  • Present yourself in a professional yet approachable way.
  • Enjoy client contact and can strike up an easy conversation with a wide variety of people.
  • Stay composed under pressure and help others stay organised.
  • Have experience using Xplan or a similar CRM software program, but this is not essential.
  • Are a permanent resident of Australian, living in Brisbane.
  • Have either:
  • early-career ambition for finance administration (an intelligent school leaver not heading to uni), or
  • solid administration / client service experience in financial planning, accounting, or legal.

FB Wealth Management

Established in 1992, FB Wealth Management is a referral only financial advice firm based in Spring Hill. We've built our reputation on personalised client relationships and technical expertise. Our team combines professional qualifications with deep yet practical experience to deliver thoughtful, high quality financial advice.

The team is focused yet friendly and the culture is highly personable. When the work is done, we like to have a good laugh and some banter, because in between the serious work, we are a lively bunch. We also revel in our social club activities that each team member takes turns to organise each month.

Applications

Please apply via the link provided. We're partnering with Susan Leon from Iris Consulting, who will be your first point of contact and guide you through the early stages of the application process, then shortlisted candidates will meet with our leadership team. All candidates will be respectfully managed by Susan, and everyone will receive a response

  • Client Services Concierge

    2 days ago

    Spring Hill, Queensland, Australia Integrated Solutions Group Queensland Full time $45,000 - $60,000 per year

    About UsWe're a team of professionals who take pride in delivering quality work and achieving great results. While we hold ourselves to high standards, our workplace is relaxed, respectful, and supportive. We enjoy a good sense of humour, value teamwork, and believe people do their best work when they feel trusted, comfortable, and free to be...

  • Customer Service Officer

    1 week ago

    Spring Hill, Queensland, Australia MedHealth Full time $50,000 - $80,000 per year

    Company Description MedHealth is a purpose-built collection of industry-leading health, medical, and employment brands. Our unique and diverse capabilities are dedicated to achieving the best possible health and employment outcomes for individuals and the people they support. Additionally, Medilaw is an established premier international provider of...

  • Data Entry Officer

    2 weeks ago

    Spring Hill, Queensland, Australia Private Practice Solutions Full time $60,000 - $80,000 per year

    Medbill is on a journey to better support specialist doctors in providing healthcare across Australia.Over the past 15 years we have become a leader in supporting doctors to administer high quality care for their patients. We strive to support our doctors with their administrative tasks so they are able to spend more time with patients driving positive...

  • Service Delivery Coordinator

    2 weeks ago

    Spring Hill, Queensland, Australia Programmed Full time $60,000 - $90,000 per year

    About The OpportunityAn exciting new opportunity exists to become a part of Programmed's Facility Management business unit. Reporting to the Service Delivery Team Leader, your primary responsibilities will include overseeing the day-to-day administrative tasks and coordinating various services related to the contract. This encompasses managing work orders,...

  • General Manager

    4 days ago

    Spring Hill, Queensland, Australia United Service Club Queensland Full time $90,000 - $120,000 per year

    Founded in 1892, The United Service Club Qld is one of Australia's oldest and most prestigious private members clubs.Located in the historic Spring Hill precinct, the Club was originally founded as an oasis within the hustle and bustle of Brisbane for Officers of the Queensland Defence Force. Since then, the Club has widened its membership, including to be...

  • ICT Support Officer

    1 week ago

    Spring Hill, Queensland, Australia Master Builders Queensland Full time $60,000 - $80,000 per year

    An exciting opportunity exists in our Spring Hill office for an ICT Support Officer to provide first and second-level local and remote IT support across Master Builders' desktop systems and related services. The role is also responsible for logging and managing requests through the IT Helpdesk system, ensuring all support issues are resolved or appropriately...

  • IT Service Desk Coordinator

    2 days ago

    Spring Hill, Queensland, Australia St Joseph's College Gregory Terrace Full time $60,000 - $90,000 per year

    Be at the heart of building and maintaining strong relationships within the Terrace community while providing vital technical support to staff and studentsCollaborate with a dedicated IT team to contribute to impactful projects and expand your skills in a supportive environmentEnjoy working with diverse technical challenges and supporting a teamTHE ROLEYou...

  • Front Desk Guest Service Agent

    2 weeks ago

    Spring Hill, Queensland, Australia Ridge Apartment Hotel Full time $45,000 - $65,000 per year

    Become a valued member of the team at our family owned and operated business. Located on the edge of the Brisbane CBD, Spring Hill is ideally located within reach of everything Brisbane has to offer.Tasks & responsibilitiesReport to Building ManagerPerforming all daily operations including check-in and check-out tasks at the front deskManaging online and...

  • Financial Planning Associate/Review Adviser

    2 weeks ago

    Spring Hill, Queensland, Australia Super Strategists (Personal Wealth) Pty Ltd Full time $60,000 - $80,000 per year

    About the roleWe are seeking a dedicated Financial Planning Associate/Review Adviser to join our dynamic team at Super Strategists. Working as part of an Advice and Admin team, you will be engaging with new and ongoing clients, as well as our Client Services and Accounting Teams to deliver an outstanding experience.   You are a main contact point for...

  • Airline Lounge Key Account Manager

    4 days ago

    Spring Hill, Queensland, Australia Compass Group Australia Full time $90,000 - $120,000 per year

    $100, % SuperAirline Lounge Key Account ManagerBrisbane Airport based with oversight of Cairns AirportExciting opportunity to be part of growing Australian Lounge businessImpressive high-end facilitiesTravel to UK for client specific trainingFree ParkingCompass Group Australia's dedicated Airline Lounge business delivers specialist services to meet the needs...