Client Service Officer – Financial Advice Admin

vor 3 Wochen


Maroochydore, Österreich Infocus Wealth Management Vollzeit

A financial advice company in Maroochydore is seeking a Client Service Officer to provide essential administrative support to financial advisers. The role is client-facing and requires exceptional communication skills, a proactive mindset, and a strong attention to detail. Successful candidates will have at least 2 years' experience in financial services or administration and will be adept with MS Office. This position offers opportunities to contribute to a dynamic team environment.#J-18808-Ljbffr


  • Client Service Officer

    vor 3 Wochen


    Maroochydore, Österreich Infocus Wealth Management Vollzeit

    Infocus Wealth Management – Maroochydore QLD Infocus is a national advisory firm with a proud 31‑year history. We pride ourselves on our excellent team culture, our commitment to quality financial advice and the opportunity we have to make a genuine difference in the lives of our clients. Our National Head Office is uniquely positioned here on...

  • Client Service Officer

    vor 22 Stunden


    Maroochydore, Österreich Sherrin Partners Vollzeit

    Exciting opportunities are available for Client Service Officers to join our team. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and...


  • Maroochydore, Österreich Sherrin Partners Vollzeit

    A reputable financial services firm in Maroochydore is seeking Client Service Officers to deliver personalized advice and high-level service to clients. The role involves administration tasks, managing client inquiries, and maintaining databases. The ideal candidate has strong attention to detail and organizational skills, with a preferred bachelor degree....

  • Client Service Manager

    vor 22 Stunden


    Maroochydore, Österreich Excel Wealth Vollzeit

    Excel Wealth – Sunshine Coast Full‑time or Permanent Part‑time (Flexible Hours) – Office Based Excel Wealth is seeking an experienced Client Service Manager to join our professional team on the Sunshine Coast. The successful candidate will work closely with our financial adviser and play a key role in delivering an outstanding client experience. This...


  • Maroochydore, Österreich Excel Wealth Vollzeit

    A financial services firm in Maroochydore is seeking a proactive Client Service Manager who will play a vital role in enhancing client experiences. The position offers flexibility with full-time or part-time options and involves managing client advisories, ensuring compliance, and building strong relationships. Ideal candidates should possess client service...


  • Maroochydore, Österreich Love & Partners Vollzeit

    Client Services Assistant / Receptionist As trusted business advisors and accountants with a proven reputation for exceptional service, we leverage innovative solutions to support sustainable client success. Job Overview This Client Services role is the first point of contact for clients and visitors to the firm. The role provides a friendly, professional,...


  • Maroochydore, Österreich CommBank Vollzeit

    A leading financial institution in Queensland is seeking a Customer Banking Specialist Relief. You'll engage with customers to assess their banking needs, provide solutions, and support their financial wellbeing. Ideal candidates will have excellent customer service experience and strong communication skills. This part-time role allows you to work school...


  • Maroochydore, Österreich Families, Seniors, Disability Services and Child Safety Vollzeit

    A governmental administrative department in Maroochydore is seeking an Administrative Officer to provide efficient support in human resources and financial administration, while delivering exceptional customer service. The ideal candidate will have strong skills in record keeping, teamwork, and software proficiency. Responsibilities include managing...


  • Maroochydore, Österreich Infocus Wealth Management Vollzeit

    Investment and Product Governance Officer Infocus Wealth Management – Maroochydore QLD Infocus is a national advisory firm dedicated to empowering advisers with the independence, infrastructure tools, and support they need to grow their businesses. For over 31 years, we’ve combined the scale of a leading organisation with the personal touch of a...


  • Maroochydore, Österreich Probe CX Vollzeit

    Hourly rate, incentives, penalties & super Join the Probe Team - Ignite Your Career! We\'re Hiring: Customer Service Officers Do you thrive in fast-paced environments? Are you passionate about helping people? Probe CX is looking for enthusiastic and driven individuals to join our energetic Customer Service team! As a Customer Service Officer, you\'ll be the...