Client Service Officer

10 hours ago

Brisbane, Queensland, Australia Equity Trustees Limited Full time $60,000 - $90,000 per year

We have an exciting opportunity for a Client Service Officer – Health and Personal Injury to join our team in Brisbane. This role is key to supporting our Health and Personal Injury Client Relationship Managers (CRMs) by providing high-quality administrative and client-focused support. You will help ensure that our clients receive exceptional service while assisting with key administrative duties such as property risk management, tribunal reporting, and budget preparation.

If you are passionate about client service and want to make a meaningful impact in the lives of our clients, we would love to hear from you

Key Responsibilities:

  • Support CRMs with administrative tasks including tribunal submissions, property management, and bill payments.
  • Maintain accurate and up-to-date client records, monitoring workflow and managing multiple inboxes.
  • Provide exceptional service to clients with complex needs, responding to enquiries via phone and email.
  • Act as a key contact in the absence of the CRM and liaise directly with clients as required.
  • Ensure compliance with relevant policies, Trust Deeds, and tribunal regulations.
  • Collaborate with internal and external stakeholders to support strong relationships and optimal client outcomes.
  • Contribute to a high-performing team environment by providing support to colleagues and working collaboratively.

What You'll Need to Succeed:

  • Experience working in the trustee, financial, or legal sector.  Experience with with complex client needs desirable but not mandatory
  • Strong ability to build and maintain relationships with clients and stakeholders.
  • Excellent communication and interpersonal skills, with a respectful and empathetic approach to client interactions.
  • Highly organised with strong administrative skills and the ability to manage competing priorities.
  • Proficiency in Microsoft Office and the ability to learn new systems quickly.
  • A team player with initiative, resilience, and a commitment to delivering outstanding client service.

What we offer:

  • A warm, open, and supportive culture.
  • An attractive remuneration package, including reward and recognition programs.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
  • Discounted tax and estate planning services.
  • 16 weeks paid parental leave for the primary carer.
  • Great central CBD location, Modern office fit-out and end-of-trip facilities.
  • Flexible/Hybrid working environment.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

  • Client Services Officer

    1 week ago

    Brisbane, Queensland, Australia Advice2Talent Full time $90,000 - $120,000 per year

    Career Paraplanner / Client Services Officer (Brisbane)Grow your career in financial planning with a supportive in-office team.Are you a Paraplanner or Client Services Officer who wants to build a long-term career in financial planning? Our well-established Brisbane-based practice is looking for a driven professional to work closely with our advisers in the...

  • Client Service Officer

    9 hours ago

    Brisbane, Queensland, Australia Platinum Investment Advisory Full time $60,000 - $80,000 per year

    About the role We are seeking a Client Service Officer with some financial planning experience to join our growing financial planning team in our Brisbane office. This full-time role will see you providing exceptional client service and supporting our financial advisors in delivering holistic financial guidance to our valued clients.What you'll be...

  • Client Service Officer

    1 week ago

    Brisbane, Queensland, Australia Equity Trustees Full time $90,000 - $120,000 per year

    We have an exciting opportunity for a Client Service Officer - Health and Personal Injury to join our team in Brisbane. This role is key to supporting our Health and Personal Injury Client Relationship Managers (CRMs) by providing high-quality administrative and client-focused support. You will help ensure that our clients receive exceptional service while...

  • Client Services Officer

    2 weeks ago

    Brisbane, Queensland, Australia APM Full time $60,000 - $80,000 per year

    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 You'll DoDeliver...

  • Client Services Officer

    2 days ago

    Brisbane, Queensland, Australia Fortem Projects Full time $60,000 - $80,000 per year

    Job DescriptionClient 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 You'll...

  • Client Service Officer

    9 hours ago

    Brisbane, Queensland, Australia Profusion PAC Pty Ltd Full time $90,000 - $120,000 per year

    Specialist – SMSF Administration & Insurance Applications A respected and growing financial planning practice is seeking a skilled professional with strong ownership of SMSF administration and insurance processes. The position sits within a close-knit CBD team and plays a vital client-facing and administrative role, working across a variety of financial...

  • Client Services Office Manager

    6 days ago

    Brisbane, Queensland, Australia CKG Partners Pty Ltd Full time $60,000 - $90,000 per year

    Position Vacant: Client Service Office Manager Location: Upper Mount Gravatt Company: CKG Partners Full-time | Permanent RoleAre you a highly organised, people-focused professional with a passion for delivering exceptional client service? We're looking for a confident and proactive Client Service Office Manager to join our friendly team and play a key role...

  • Client Services Officer

    2 days ago

    Brisbane, Queensland, Australia Walker Hill Full time $60,000 - $80,000 per year

    Walker Hill is a leading Brisbane-based Accounting Firm. We are a growing firm, providing professional accounting, taxation, and business advisory advice to our broad range of clients.Our slogan is "Make it Count." And we show up every day making it count, not only our clients but for ourselves too.Who are you?We are looking for a Client Services Officer to...

  • Client Service Officer

    6 days ago

    East Brisbane, Queensland, Australia Hastings Financial Full time $45,000 - $60,000 per year

    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...

  • Client Services

    2 days ago

    Brisbane, Queensland, Australia Berritta Consulting Full time $40,000 - $80,000 per year

    Do you have Administration experience in a Public practice Accounting CompanyAre you a detail-oriented professional with a passion for client support in the accounting world?Join a dynamic public practice accounting firm as a Client Services AdministratorOpportunity for career growth and developmentWe're seeking a motivated individual to provide essential...