Financial Planning Client Services Associate

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...

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...

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...

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...

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...

Company Description LPE - Locality Planning Energy, based on the Sunshine Coast, specializes in Embedded Networks, Centralized Hot Water, and Renewable Electricity Solutions. As a publicly-traded Electricity Retailer (ASX:LPE), LPE is committed to supporting Queensland’s communities and economy through exceptional customer care and career opportunities....

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,...

Service Delivery Manager – Embedded Networks (Energy) Locality Planning Energy – Maroochydore QLD Own the end-to-end delivery of embedded network services across a fast-growing portfolio. You’ll be the operational heartbeat—leading a high-performing team, lifting supplier performance, and ensuring compliance—while working shoulder-to-shoulder with...

Title : Industry Lead - Planning As Industry Lead Planning you will play a critical role in supporting client engagement and project delivery by bringing transport planning expertise to conversations and helping shape solutions that meet client needs. You will be a key contributor in pursuing and winning work ensuring technical excellence and strategic input...

A professional services firm in Maroochydore is seeking a Client Services Assistant / Receptionist. This full-time role involves being the first point of contact for clients, performing reception duties, and supporting a professional team with various administrative tasks. Candidates should have at least 1-2 years of experience in a similar role and strong...