Client Service Officer

1 week ago

North Lakes, Queensland, Australia Bountiful Wealth Full time $60,000 - $80,000 per year

Job Title: Client Service Officer

Company: Bountiful Wealth

Location: North Lakes, QLD

Employment Type: Full-time, Permanent

About 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 to 1979. We are honored to have received the prestigious RI Advice platinum award in 2020, with our very own Michael Kerr being named RI Advice Adviser of the Year in 2021. Adding to our accolades, we clinched the coveted RI Advice Practice of the Year award in 2022. As we continue to grow, we are seeking an experienced Client Service Officer to join our dynamic team.

What's in it for you:

  • Join a fast-growing, client-focused team.
  • Thrive in a great team environment with energetic and supportive colleagues.
  • Enjoy a regular five-day workweek (Monday to Friday 8:30 AM - 5:00 PM) with one Friday off each month.
  • Work from our convenient North Lakes office location.

About the Role:

As a Client Service Officer at Bountiful Wealth, you will play a vital role in our business by:

  • Preparing and implementing Statement of Advice/Record of Advice documents.
  • Completing, lodging, processing, and following up on client's investment, superannuation, pension, and insurance applications.
  • Monitoring applications and maintaining communication with providers until completion.
  • Managing investments in Direct shares and managed funds.
  • Assisting clients with Centrelink nominee access, applications, and updates.
  • Handling client Insurance claims and Deceased estate claims.
  • Accurately updating information in our client management system (Xplan).
  • Performing typical administration and customer service responsibilities.
  • Assisting advisers with client queries.

Skills and Experience:

To excel in this role, you should possess:

  • The ability to operate in a high-paced environment with unwavering attention to detail.
  • Preferred knowledge of Xplan or similar software.
  • Proficiency in MS Office, especially Excel and Word.
  • A strong sense of ownership and pride in your performance and its impact on our company's success.
  • A willingness to learn about the field of Financial planning.
  • The ability to thrive in a busy working environment.
  • Strong critical thinking and problem-solving skills.
  • Exceptional teamwork and time-management skills.
  • Excellent interpersonal and communication skills.
  • A customer-oriented mindset.
  • Trustworthiness with client information.
  • A high level of confidence when interacting with clients.

Additional Information:

  • All applications will be treated with the utmost confidentiality.
  • Immediate start available.
  • Salary to be negotiated based on experience.

Bountiful Wealth Values (T.A.C.T):

  • TRUST: We provide Whole Advice for a Better Position.
  • ACTION: We Make it happen with No Sandbagging.
  • CLIENT: We deliver Wow service for a Bountiful Future.
  • TEAM: We are Family with Accountability.

Note: This position is currently not open to recruiters. Only shortlisted applicants will be contacted.

  • Client Services Coordinator

    1 week ago

    North Lakes, Queensland, Australia beBeeCustomerService Full time $56,000 - $82,000

    Job Title: Client Services Coordinator","Please note that our services are available to individuals with disabilities and their support networks."> "",

  • Customer Service Officer

    1 week ago

    North Lakes, Queensland, Australia Auto & General Holdings Full time $60,000 - $80,000 per year

    Purpose of the Role: To deliver excellence in customer service delivery and effectively, accurately and apply key controls to all drive vehicle repairs, focusing on the General Insurance Code of Practice (GICOP) contact timeframes. Responsible for delivering optimal levels of customer service performance, application of controls and the best practice process...

  • Customer Service Officer

    1 week ago

    North Lakes, Queensland, Australia Auto & General Insurance Full time $104,000 - $130,878 per year

    To deliver exceptional customer service and effectively and accurately apply key controls throughout the vehicle repair process, with a strong focus on adhering to General Insurance Code of Practice (GICOP) contact timeframes. This role is responsible for achieving optimal customer service performance, applying robust controls, and adhering to best practice...

  • Customer Service Officer

    5 days ago

    North Lakes, Queensland, Australia Auto & General Insurance Full time $104,000 - $130,878 per year

    This Role is based at North Lakes CentralTo deliver exceptional customer service and effectively and accurately apply key controls throughout the vehicle repair process, with a strong focus on adhering to General Insurance Code of Practice (GICOP) contact timeframes. This role is responsible for achieving optimal customer service performance, applying robust...

  • Operational Services Officer

    7 hours ago

    North Mackay, Queensland, Australia Mackay Hospital And Health Service Full time

    Mackay Hospital and Health Serviceprovides health services in a range of regional, community, and rural settings. Join an expanding health service with a culture of collaboration, trust, respect, and teamwork. Our workplace is fast-paced, challenging, and supportive, where every employee plays a critical role in our success.Working for Mackay Hospital and...

  • Investigations Officer

    6 days ago

    North Lakes, Queensland, Australia Hays Full time $104,000 - $130,878 per year

    Your new company We are currently recruiting for an experienced Investigations Officer to join a local council on an initial 6-month contract with the possibility for extension. To undertake a range of investigatory activities in the determination, enforcement and prosecution of offences under state legislation and Council Local Laws. Your new role As an...

  • Business Support Officer

    3 days ago

    North Lakes, Queensland, Australia Hays Full time $104,000 - $130,878 per year

    Your new company Hays is the preferred supplier choice of Federal, State and Local Government organisations as well as leading employers in Health, Technology, Insurance, Education and Utilities across Brisbane. We are partnered with a Local Council on the North Side of Brisbane to recruit a Business Support Officer. This is a temporary role for 6...

  • Facility Services Coordinator

    2 days ago

    North Lakes, Queensland, Australia beBeeFacilities Full time $110,000 - $135,000

    Job OverviewThe Facilities Management Specialist plays a crucial role in ensuring the efficient operation of facilities, promoting a safe and sustainable work environment for employees and customers.Key Responsibilities:Manage facilities management services through direct suppliers, ensuring compliance with safety and quality standards.Monitor and maintain...

  • Chiropractic Assistant

    1 week ago

    North Lakes, Queensland, Australia North Lakes Chiropractic Full time $2,550 - $3,200 per year

    The role of the Chiropractic Assistant is responsible for support and coordination of daily duties mainly in relation to the Chiropractic function to ensure all needs are met through efficient client management and by creating a warm and friendly environment.Monitoring incoming client flow and provision of superior customer service.Answering phone queries...

  • FM Service Delivery Specialist

    2 weeks ago

    North Lakes, Queensland, Australia beBeeFacility Full time $65,000 - $85,000

    Job Title: Facility Management Expert">The Facility Management Expert plays a crucial role in ensuring the smooth operation of our facilities by managing facility management services, collaborating with internal and external stakeholders, and driving continuous improvement.This position is responsible for managing facilities management FM services through...