Client Service Associate

vor 2 Wochen


Gold Coast City, Österreich Lotus People Vollzeit

Join a leading insurance brokerage with a strong growth culture Exciting newly created role handling client comms, billing & workflow accuracy $70K package including super, enjoy lots of benefits & WFH policy ABOUT THE COMPANY This is your chance to join a leading insurance brokerage that’s reshaping how their teams work. By investing in brand-new support roles, they’re giving brokers the time to focus on clients while creating genuine career pathways for their people. Employees love the collaborative culture, the supportive leadership, and the genuine investment in their careers. It’s a place where hard work is recognised and opportunities to grow are real. ABOUT THE ROLE As a Client Service Associate, you’ll be the backbone of the team - ensuring brokers can focus on clients by keeping records accurate, processes smooth, and service enquiries resolved quickly. You’ll spend your first six months in the office for full training and onboarding, then enjoy two days WFH each week as part of the company’s flexible working policy. This is an exciting chance to join a brand-new support team, with opportunities to broaden your skills and explore future career progression within the business. DUTIES Manage inbound and outbound client communications Resolve billing enquiries, overdue accounts, and cancellations Maintain accurate records, workflows, and reports Support brokers with mid-term servicing and client follow-ups Deliver ad hoc admin support to ensure smooth operations SKILLS & EXPERIENCE We’re looking for someone who thrives in a busy team environment, communicates with confidence, and takes pride in keeping things organised. You’ll be proactive, adaptable, and ready to learn - comfortable managing detail but also quick to pick up the bigger picture. 2+ years’ administration or client service experience (backgrounds in office management, payroll, or customer service will also be highly regarded) Strong verbal communication – clear, confident, professional Proficiency in telephone and email management systems Comfortable in fast-paced, high-volume environments Proactive and detail-oriented, with the initiative to solve problems Background in insurance, banking, or finance helpful but not essential Familiarity with insurance operations an advantage BENEFITS Competitive Salary Career development and progression opportunities Mental health day to support wellbeing Discounts with 350+ retailers Hybrid flexibility – after 6 months, 2 days WFH per week Access to corporate health, wellbeing and financial support programs A workplace culture that values growth, collaboration and genuine investment in employees OUR RECRUITMENT PROCESS At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process. Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted candidates will then proceed to a virtual interview with the consultant managing the role. Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering. Manage client communications, resolve service enquiries & build workflow accuracy in a fast-paced finance organisation. Career growth opportunities #J-18808-Ljbffr



  • Gold Coast City, Österreich Lotus People Vollzeit

    About the Company This is your chance to join a leading insurance brokerage that’s reshaping how their teams work. By investing in brand-new support roles, they’re giving brokers the time to focus on clients while creating genuine career pathways for their people. Employees love the collaborative culture, the supportive leadership, and the genuine...


  • Gold Coast City, Österreich at Vollzeit

    RFS Advice (RFS) is an award winning advice practice based on the Gold Coast. We are currently looking for an Associate to join our existing team. You will be a self starter with a strong understanding of the financial planning process and wanting to be part of a high performing, client centric business. This role will work with one of the Directors and the...


  • Gold Coast City, Österreich at Vollzeit

    A leading financial advice practice on the Gold Coast is seeking an Associate to support the team and deliver exceptional client service. The ideal candidate will have completed or be pursuing a degree in Financial Planning and possess strong skills in communication and organization. This role will involve collaborating with Directors and applying financial...


  • Gold Coast City, Österreich Tri-County Ambulance Service, Inc Vollzeit

    A financial planning firm in Gold Coast seeks an experienced client service professional to support Financial Planners and manage client queries. Responsibilities include implementing SOA's and maintaining client databases. Ideal candidates have 2-3 years' experience in the financial sector, excellent communication skills, and familiarity with Xplan. This...


  • Gold Coast City, Österreich Tri-County Ambulance Service, Inc Vollzeit

    A financial planning firm in Gold Coast is seeking an experienced client service professional to support Financial Planners and manage client queries. The ideal candidate will have 2-3 years of experience in the financial sector, excellent communication skills, and familiarity with Xplan. This role not only offers professional development but also the...


  • City of Melbourne, Österreich The Andersen Partnership Vollzeit

    Client Service Associate / Client Service Manager Location: Melbourne & Eastern Suburbs, Victoria, Australia Employment type: Full-time Seniority level: Associate Job function: Administrative and Finance Pay range: A$75,000.00/yr - A$90,000.00/yr XPLAN experience is a MUST. Short Overview Experienced individuals within Wealth Management are invited to join...


  • Gold Coast City, Österreich Tri-County Ambulance Service, Inc Vollzeit

    This role will suit an experienced client service or administration professional seeking to further develop a career in the Financial Advice sector. Gold Coast - work close to home Mature Financial Planning business Xplan Skills highly valued Client Centric advice focussed Learn from best! Variety, mentoring and growth position. A fantastic opportunity has...


  • City of Brisbane, Österreich Perigon Group Vollzeit

    Base pay range A$70,000.00/yr - A$75,000.00/yr About the Role A leading global wealth management firm is seeking a Client Services Associate to provide market and operational support to Wealth Advisers and their clients. This is an excellent opportunity for someone with a keen interest in financial markets to build a long-term career in wealth management....

  • Client Services Pro

    vor 3 Wochen


    Gold Coast City, Österreich Lotus People Vollzeit

    A leading insurance brokerage is seeking a Client Service Associate to manage client communications and ensure workflow accuracy. The role promises a competitive salary, career development opportunities, and hybrid work flexibility. Ideal candidates will have at least 2 years of experience in administration or client service and demonstrate strong...


  • City of Brisbane, Österreich Wilsons Advisory Vollzeit

    Overview We are seeking a Client Services Associate, Wealth Management to join our team in the Brisbane office. This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients. Responsibilities Assist the Financial Planners/Advisers in the preparation and implementation of financial advice and investment...