
Client Services Officer
3 days ago
Client Services Officer (CSO) – Finspire Advisers
Location: Flexible – Office and / or Home-Based (Negotiable)
Employment Type: Permanent Part Time
Applications Open: Now
Are you passionate about delivering exceptional client service and supporting a high-performing financial planning team? Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience.
About the Role
As our CSO, you'll be the first point of contact for clients and play a vital role in supporting our financial advisers through a range of administrative and client service tasks. This is a dynamic and flexible role suited to someone who thrives in a collaborative, detail-oriented environment.
Key Responsibilities
- Client Interaction: Respond to client inquiries via phone, email, and in-person.
- Documentation & Data Entry: Manage client documents and input data accurately into our CRM.
- Appointment Coordination: Schedule meetings, prepare documentation, and gather financial information.
- Implementation Management: Process investment and insurance applications efficiently.
- Liaison Work: Communicate with fund managers and insurers on behalf of clients.
- File & Office Management: Maintain digital files and assist with office administration.
- Compliance Support: Ensure sensitive data is handled securely and compliance standards are met.
- Event Planning: Support strategic planning events and office activities.
- General Admin: Assist with ad hoc tasks to keep the business running smoothly.
Skills & Qualifications
- Exceptional customer service and phone etiquette.
- High attention to detail in data entry, spelling, and formatting.
- Proficiency in Microsoft Office (Excel, Word).
- Ability to manage multiple client accounts and prioritise workload.
- Strong time management and independent decision-making skills.
- Team-oriented with a proactive and collaborative mindset.
Preferred Experience
- Background in finance or financial services.
- Experience in a client-facing role within a financial planning firm.
- Relevant qualifications in financial services (advantageous but not essential).
Why Join Finspire Advisers
?
- Flexible work arrangements to suit your lifestyle.
- Supportive team culture with a focus on collaboration and growth.
- Meaningful work that helps clients achieve financial clarity and confidence.
- Opportunity to grow within a respected and values-driven financial planning firm.
How to Apply
If you're ready to make a difference and grow your career in financial services, we'd love to hear from you. Please send your resume and a brief cover letter to
-
Client Services Administrator
7 days ago
Double Bay, New South Wales, Australia The Andersen Partnership Full time $60,000 - $100,000 per yearJoin a financial services firm as a Client Services Administrator in the Eastern suburbs. They are looking for an eager and personable candidate to compliment their friendly team and to help manage the firm's administration.Full Time - Flexibility to work from homeSalary depending on experienceCollaborative office who promote development and growth...
-
Office Administrator 30 hours per week
2 weeks ago
Largs Bay, South Australia Envirogen Industrial Services Full time $60,000 - $80,000 per yearEnvirogen, the leader in industrial services in Adelaide, is a family based business located in Largs Bay.We have a great opportunity for an experienced Office Administrator.This role will be 4 days per week 9am to 5pm. This position is a central role in a friendly family business.Our business has been trading for over 16 years. We provide Civil and...
-
Laundry Services Officer
3 weeks ago
Batemans Bay, New South Wales, Australia Opal Aged Care Full timeLaundry Services Officer - Denhams Beach Care Community Posted Sunday 10 November 2024 at 1:00 pm A role with great variety and meaningful work Flexible roster options in the laundry department, located in Batemans Bay. Opal Healthcare is Australia's largest residential aged care provider, with 133 Care Communities and over 20,000 team members...
-
Laundry Services Officer
3 weeks ago
Batemans Bay, New South Wales, Australia Opal Aged Care Full timeLaundry Services Officer - Denhams Beach Care CommunityPosted Sunday 10 November 2024 at 1:00 pmA role with great variety and meaningful work Flexible roster options in the laundry department, located in Batemans Bay.Opal Healthcare is Australia's largest residential aged care provider, with 133 Care Communities and over 20,000 team members nationwide. Our...
-
Customer Service Representative
1 week ago
Double Bay, New South Wales, Australia Vet HQ Full time $60,000 - $80,000 per yearVet HQ Double Bay, Sydney Full time- Customer Service representative Vet HQ is currently seeking an enthusiastic, motivated customer service representative to join our amazing team. One of our lovely receptionists is going to be joining our nursing team, so this unique opportunity has become available. Vet HQ Double Bay is privately owned practice, we also...
-
Tenancy Housing Officer
5 days ago
Batemans Bay, New South Wales, Australia Southern Cross Community Housing Ltd Full time $59,762 per yearTenancy Housing OfficerSouthern Cross Housing Ltd.Batemans Bay, NSW, 2536Housing & Homelessness Services (Community Services & Development)$57,962 per annum ($39.81 per hour), reviewed upon successful probationPart- Time – 28 Hrs. per week• Be a valued member of the Batemans Bay Tenancy team• Competitive base + salary packaging + super• Great working...
-
Accounts & Admin Officer
7 days ago
Nelson Bay, New South Wales, Australia Get Smart Promotional Products Pty Ltd Full time $60,000 - $80,000 per yearWe've offering an exciting opportunity to join our friendly and vibrant team, based in the heart of the Nelson Bay shopping precinct and just steps away from the Port Stephens waterways - a great place for a relaxing lunch break We are seeking a highly organised and dedicated Accounts & Admin Officer. This diverse and interesting role has become available...
-
Service Technician
2 days ago
Batemans Bay, New South Wales, Australia East Coast Carts Full time $60,000 - $80,000 per yearEast Coast Carts is the leading golf and utility cart business, located on the beautiful South Coast of NSW in Batemans Bay.We provide high quality, value for money cart sales, servicing and repairs to Golf Clubs, Leisure Resorts, Residential Living Facilities, Corporate Clients and Individuals in the surrounding area and parts of the Southern Highlands.We...
-
Support Services Employee
7 days ago
Bateau Bay, New South Wales, Australia Southern Cross Care Full time $45,000 - $60,000 per yearWe have a long history of providing exceptional care that empowers older people to live a full life. As a not-for-profit aged care provider, we're able to invest in providing an exceptional experience to our clients as well as support and develop our frontline staff to achieve this. When you join us, you will be provided with a competitive rate of pay,...
-
Chief Business Officer
1 week ago
Batemans Bay, New South Wales, Australia Bloom HR & SEARMS Full time $120,000 - $180,000 per yearAbout the roleLead. Shape. Strengthen.Batemans Bay Location.Executive position reporting into the CEO.Lead initiatives that build organisational capability.SEARMS Community Housing Aboriginal Corporation is searching for a dedicated, values-aligned Chief Business Officer (CBO) to guide and support their core corporate service functions. This is a rare...