Client Operations Officer

5 days ago

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

About the Role

Join a highly regarded financial services company dedicated to delivering innovative investment solutions for leading managers and clients. As a Client Operations Officer, you will play a key role in supporting the client investment experience by ensuring the seamless execution of investor transactions, managing client relationships, and liaising with service providers. This role will see you collaborating across teams to uphold high standards of accuracy and service quality.

Key Responsibilities

  • Support and monitor vendor relationships and performance.
  • Assist clients with fund applications and manage investor inquiries.
  • Track deliverables and process client instructions accurately.
  • Collaborate with internal teams to enhance service delivery and resolve issues.
  • Contribute to process improvements, investor statement management, and procedural documentation.

About You

You are an excellent communicator and proactive problem-solver with strong organiaational skills. You thrive in fast-paced environments, consistently deliver high-quality results, and bring a keen eye for detail. Experience in financial services is preferred.

Qualifications

  • Bachelor's degree in Business, Finance, or related field (preferred)
  • Experience in client services or customer support, ideally in financial services
  • Proficiency in MS Office, particularly Excel, and adaptability to new systems

For more information, please reach out to
Zac Smith on |

  • Client Operations Officer

    7 days ago

    Brisbane, Queensland, Australia Perigon Group Pty Limited Full time $80,000 - $120,000 per year

    **Client Operations Officer - Brisbane About the Role** Join a highly regarded financial services company dedicated to delivering innovative investment solutions for leading managers and clients. As a Client Operations Officer, you will play a key role in supporting the client investment experience by ensuring the seamless execution of investor...

  • Client Service Officer

    4 weeks ago

    Brisbane, Queensland, Australia Department of Justice QLD Full time

    Join to apply for the Client Service Officer role at Department of Justice QLD1 week ago Be among the first 25 applicantsJoin to apply for the Client Service Officer role at Department of Justice QLDDepartment of Justice QLD provided pay rangeThis range is provided by Department of Justice QLD. Your actual pay will be based on your skills and experience —...

  • Client Officer

    5 days ago

    East Brisbane, Queensland, Australia Bennett + Bennett Full time $60,000 - $80,000 per year

    Introduction:House Surveys is currently seeking an experienced and motivated Client Officer to join our innovative and dynamic team. Based in our East Brisbane office, the role is primarily responsible for handling initial enquiries from potential clients, entering information into company systems and coordinating with project managers to prepare and send...

  • Client Information Officer

    5 days ago

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

    About Legal Aid QueenslandLegal Aid Queensland's vision is to be a leader in a fair justice system where people are able to understand and protect their legal rights. Our purpose is to provide quality, cost effective legal services to financially disadvantaged people throughout Queensland. We embrace diversity, flexibility, learning and continuous...

  • Client Information Officer

    5 days ago

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

    About Legal Aid QueenslandLegal Aid Queensland's vision is to be a leader in a fair justice system where people are able to understand and protect their legal rights. Our purpose is to provide quality, cost effective legal services to financially disadvantaged people throughout Queensland. We embrace diversity, flexibility, learning and continuous...

  • Client Service Officer

    1 week 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 Administration Officer

    5 days ago

    Brisbane, Queensland, Australia Guide Dogs Queensland Full time $60,000 - $90,000 per year

    Full-time permanent opportunity | Bald Hills, QueenslandGuide Dogs Queensland is a leading provider of services to Queenslanders living with low vision or blindness. Voted one of Australia's most trusted charities, and with thanks to the ongoing support of the community, we help people with low vision or blindness reach their goals, helping them lead an...

  • Client Service Officer

    3 days 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...

  • Production Operator

    7 days ago

    Brisbane, Queensland, Australia Hays | Manufacturing & Operations Full time $60,000 - $80,000 per year

    Your new companyOur client is a leading steel company committed to delivering high-quality products to our customers. They pride themselves on an excellent workplace culture and dedication to innovation and efficiency. With multiple sites across Brisbane's Southside they have plenty of opportunities available to suit your work-life balance. Your new roleWe...

  • Client Support Officer

    5 days ago

    Brisbane, Queensland, Australia DCS Group Aust Pty Ltd Full time $55,000 - $65,000 per year

    About usDCS Group has been operating in Australia since 2007 and is committed to helping Australian's become debt freeDCS Group offers a variety of debt solutions for people in financial distress.To find out more about our company and what we do please view our website The low down -Working hours are Monday-Thursday 8:30am-5:00pm and Friday 8:00am-5:00pm.1...