Senior Client Services Officer
Vor 4 Tagen
We are currently working with a successful financial planning firm recruiting a Senior Client Services Officer to work as part of an excellent team supporting the director of the firm who has over 15 years of experience in the industry.
This role is to enhance client relationships and ensure all support is streamlined for the firm.
About the role:Calendar managementImplementation of SOA'sFull onboarding after the client meetingLiaise with Fund Managers, Superannuation Providers, Brokers, and other third parties to follow up on transactionsEnsure platforms are up-to-date and review processes and templates within to ensure they remain relevantManaging annual reviewsPre and post client meeting administrationAbout you:5+ years experience in financial planning #J-18808-Ljbffr
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Client Services Officer
vor 1 Tag
Gold Coast, Österreich Centaur Financial Services VollzeitCentaur Financial Services is an award-winning Gold Coast financial planning firm, proudly located in The Rocket Building in Robina, Queensland. We have a profound emphasis on client service, building lasting relationships, and delivering reliable outcomes to assist our clients with achieving their personal and financial goals.Who Are We?Centaur Financial...
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Senior Client Services Officer
Vor 6 Tagen
Gold Coast, Österreich Berritta Consulting VollzeitWe are currently working with a successful financial planning firm recruiting a Senior Client Services Officer to work as part of an excellent team supporting the director of the firm who has over 15 years of experience in the industry.This role is to enhance client relationships and ensure all support is streamlined for the firm.About the role:Calendar...
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Senior Client Services Officer
Vor 5 Tagen
Gold Coast, Österreich Tideri Jobbörse VollzeitWe are currently working with a successful financial planning firm recruiting a Senior Client Services Officer to work as part of an excellent team supporting the director of the firm who has over 15 years of experience in the industry.This role is to enhance client relationships and ensure all support is streamlined for the firm.About the role: Calendar...
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On Call Caregiver For Senior Citizens
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Gold Coast, Österreich Guardian Angel Senior Services VollzeitOn Call Caregiver for Senior Citizens - Gold Coast City - Guardian Angel Senior ServicesGuardian Angel Senior Services Gold Coast City2 days agoDescriptionThe on-call caregiver should be a seasoned, experienced caregiver for senior citizens. HHA or CNA certification is desired, but a strong work history with elderly clients would be seriously considered if...
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Client Services Officer
vor 1 Woche
Gold Coast, Österreich Gallagher Benefit Services VollzeitWe have an exciting opportunity for an experienced Client Services Officer to join our Gallagher team in Robina on the Gold Coast. As a CSO you will be providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people & local...
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Client Service Officer
vor 2 Monaten
Gold Coast, Österreich Class Super VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work.Rather than getting bogged down in bureaucracy and red...
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Client Service Officer
vor 1 Monat
Gold Coast, Österreich Hub24 Group VollzeitAbout HUB24:HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in...
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Client Service Officer
vor 1 Monat
Gold Coast, Österreich Class Limited VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
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Senior Client Services Officer
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitAbout the position An exciting opportunity for an experienced candidate with strong administrative skills to make a difference!Opportunity The Senior Client Services Officer is responsible for data collation, entry and integrity of billing activity for Community Services in addition to general administration support to the Community Services leadership...
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Client Service Officer
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Gold Coast, Österreich Audika Australia Pty VollzeitRetail Assistants (Retail & Consumer Products) About 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...
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Client Service Officer
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Gold Coast, Österreich Audika Australia Pty VollzeitRetail Assistants (Retail & Consumer Products) About 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...
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Client Service Officer-Capalaba
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Gold Coast, Österreich Audika Australia Pty VollzeitReceptionists (Administration & Office Support) Full timeWe are looking for a sales and customer service superstar to be a Clinic Co-Ordinator! If you are interested in helping our clients improve their hearing and quality of life, keep on reading!This is the role for you.This is a pivotal role in each clinic that contributes to clinic performance and...
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Client Services Officer
vor 1 Woche
Gold Coast, Österreich Tideri Jobbörse VollzeitWe have an exciting opportunity for an experienced Client Services Officer to join our Gallagher team in Robina on the Gold Coast.As a CSO you will be providing customer service and administrative support to both internal and external clients.You will be working with a collaborative supporting team within an organisation who truly values our people & local...
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Client Service Officer-Arundel
vor 1 Tag
Gold Coast, Österreich Audika Australia Pty VollzeitReceptionists (Administration & Office Support) 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...
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Client Services Officer | Financial Planning
vor 2 Wochen
Gold Coast, Österreich Tideri Jobbörse VollzeitLocation: Mermaid Beach, Gold Coast Position: Client Services Officer To apply please email your resume to Why Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced client services...
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Client Services Officer | Financial Planning
vor 2 Monaten
Gold Coast, Österreich Tideri Jobbörse VollzeitLocation: Mermaid Beach, Gold Coast Position: Client Services Officer To apply please email your resume to Why Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced...
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Client Services Officer | Financial Planning
vor 1 Monat
Gold Coast, Österreich Toro Wealth VollzeitLocation: Mermaid Beach, Gold CoastPosition: Client Services OfficerTo apply please email your resume to ****** Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced client services...
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Client Services Officer | Financial Planning
vor 1 Monat
Gold Coast, Österreich SuperGuy VollzeitLocation: Mermaid Beach, Gold CoastPosition: Client Services OfficerTo apply please email your resume to ****** Why Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced...
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Gold Coast, Österreich Office Of Industrial Relations Qld VollzeitClient Service Officer, Office of Industrial RelationsOffice of Industrial Relations QLD – Robina Town Centre QLDWorking with us is more than just a job, it's making a difference to people's lives.We're Queensland's work health and safety regulator, part of the Office of Industrial Relations (OIR).Our purpose is to improve work health and safety and reduce...
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Client Service Manager
vor 1 Woche
Gold Coast, Österreich Loan Market VollzeitGo Mortgage is an award-winning boutique finance broking business proudly based in Arundel, dedicated to achieving outstanding outcomes for our clients. Our mission is to deliver exceptional, 5-star experiences by focusing on customer satisfaction and tailored solutions. Our highly skilled team provides the highest standard of service and consistently...