Client Service Administrator

3 days ago

Toowoomba, Queensland, Australia Private Advertiser Full time $60,000 - $80,000 per year

The Role

With a fast growing client base this practice is seeking a full time Client Service Administrator.

The Firm

This financial planning business prides itself on the provision of holistic financial advice that caters to a wide variety of clients.  With a versatile, collaborative and hardworking team, they strive to maintain an innovative culture allowing them to provide high quality customer service and continually help their clients reach their financial goals.  Maintaining a healthy work life balance and providing staff with both a fulfilling career and an enjoyable work environment is paramount to the business, they aim to achieve this by providing flexible working arrangements where possible and regularly holding team events.

Key Responsibilities include:

  • Assisting Financial Advisers with preparation for client meetings through creating financial planning documentation
  • Proactively engaging with clients to assist with customer relationship management as well as provision of financial advice.
  • Preparation and implementation of investment transactions
  • Timely follow up of transactions with fund managers, clients and advisers
  • Risk insurance administration.
  • Liaising with Super Fund and Insurance providers to obtain information on client policies.
  • Centrelink enquiries, paperwork and correspondence (ongoing training)

Successful Applicants Must:

  • Be passionate about providing an exceptional level of service, self-motivated, energetic and disciplined
  • Demonstrate a strong attention to detail, commitment to excellent customer service and ability to build long lasting relationships with clients.
  • Xplan experience preferred
  • Have excellent interpersonal and communication skills
  • Enjoy working as a valued member of a fast-paced team
  • Coordinate and manage timeframes

Benefits and Perks

  • Work in a team environment where ideas, knowledge and experience are shared
  • Main office in Toowoomba is close to public transport, cafes and retail
  • Parking Provided
  • Flexible working hours and arrangements available for the ideal candidate
  • Salary package will be negotiated with the right candidate and will be dependent on the agreed hours, skills, experience and enthusiasm brought to the role
  • Opportunity for internal training and advancement for those seeking it

This position is available for an immediate start for the right candidate.  Ongoing training will be supported with the opportunity to transition to additional roles.

If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focusses on the client relationship, then apply now.

All applications should include a resume and covering letter.  We thank you for your application.  Please note only successful candidates that meet the position criteria and requirements will be contacted.

  • Client Services Administrator

    3 days ago

    Toowoomba, Queensland, Australia Findex Full time $60,000 - $80,000 per year

    Job Description Findex allows you to be the best version of yourself Work for a company that develops and promotes its own talent Opportunities to explore career paths across divisions Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting-edge? We are looking...

  • Client Services Co-Ordinator

    18 hours ago

    Toowoomba, Queensland, Australia Aboriginal And Torres Strait Islander Legal Service Full time

    About us - read moreATSILS is a not-for-profit, community-based organisation that deliversinnovative, professional criminal, civil and family law services to Aboriginaland Torres Strait Islander clients throughout Queensland.We are 50 years old, and have 300 staff including a specialist Through Careservice to complement our legal services. We are fully...

  • Client Services Officer

    3 days ago

    Toowoomba, Queensland, Australia McConachie Stedman Full time $60,000 - $80,000 per year

    We're looking for a motivated and detail orientated administrative professional to join our Financial Planning team at our new, modern office in Toowoomba.About usMcConachie Stedman is a team of accountants, advisors and financial specialists that offer services and insights that support businesses and individuals in reaching their goals. We do this through...

  • Client Services Officer

    22 hours ago

    Toowoomba, Queensland, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a full-time, 12 month maternity cover, based in our Toowoomba office. Day to day, you will support our Advisers and...

  • Client Service Coordinator

    21 hours ago

    Toowoomba, Queensland, Australia beBeeClientService Full time

    The role of a Client Service Coordinator is a dynamic position within the Sales, Service and Administration team.Key ResponsibilitiesManage reception duties, including incoming phone calls, visitor coordination, and customer enquiries.Coordinate delivery truck allocations and confirmations.Process purchase orders and reconcile monthly invoices onsite.Create...

  • Client Service Advocate

    5 days ago

    Toowoomba, Queensland, Australia beBeeCustomerService Full time $55,000 - $65,000

    Job OverviewWe are seeking a dedicated and hands-on customer service/admin professional to join our team in Goondiwindi, QLD.You will play an important role within our business providing exceptional service to our predominantly older clientele and helping them manage their hearing health in this diverse client-facing role.Full training and ongoing support...

  • Client Services Coordinator

    20 hours ago

    Toowoomba, Queensland, Australia Findex Full time

    Looking for longevity in your career? look no further, we are seeking a motivated and great team player to join our team based out of our Toowoomba office.**Client Services Coordinator - Toowoomba**- Findex allows you to be the best version of yourself- Surround yourself with people who inspire and challenge you- Join a team passionate about making a...

  • Administration Officer

    10 hours ago

    Toowoomba, Queensland, Australia Queensland Police Service Full time

    Your key accountabilities**The core capability requirements for this role are**:- Provide administrative support to members of the unit including records management, correspondence handling, the coordination of meetings and appointments, stationery supplies and equipment maintenance and travel and itineraries.- Contribute to the development, implementation...

  • Client Care Representative Clinical Administration

    22 hours ago

    Toowoomba, Queensland, Australia Sonova Part time

    Who we areIn a life without sound, our work provides meaning. As a leading provider of innovative hearing care solutions, we are not just a company that makes products: we are a team on a mission to help people enjoy the delight of hearing. To enable a life without limitations, we - through our core business brands Phonak, Unitron, Hansaton, Advanced Bionics...

  • Client Service Officer Floater

    21 hours ago

    Toowoomba, Queensland, Australia Demant Full time

    **WHO IS AUDIKA**- Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130 countries.- In Australia, Audika...