Client Service Officer
vor 3 Wochen
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 Queensland’s Sunshine Coast, with our team of ~70 talented individuals right across Australia in our various state offices. About the Role The Client Service Officer provides vital administrative support to our financial advisers, ensuring the smooth delivery of advice and an exceptional client experience. This role is client‑facing and team‑oriented, ideal for someone who enjoys working in a professional environment where attention to detail and proactive support are valued. Key Objectives Supporting our financial advisers to deliver exceptional client service Manage inbound and outbound client communications via phone and email, ensuring timely and professional responses Assist in the preparation and processing of financial advice documents, applications, and follow‑ups Schedule and prepare for client meetings Advice preparation and implementation Maintain accurate and up‑to‑date client records in our CRM and financial planning systems Provide general office support including filing, scanning, and document management Greet clients and prepare refreshments e.g. water, tea and coffee About You Minimum 2 years’ experience in a financial services, administration or similar role Excellent verbal and written communication skills with customer‑outcome focus Strong analytical and problem‑solving skills Exceptional organisational, time‑management and prioritising skills Exceptional attention to detail Intermediate skills in MS Office suite, particularly in Word & Excel Ability & willingness to learn new technologies and systems A proactive mindset and ability to work independently and as part of a team. Experience highlights have included supporting financial advisers by scheduling appointments, updating client data and account information in our CRM, Platformplus, preparing review reports and documentation, ensuring appointments ran smoothly, preparing paperwork for superannuation, investment, pension or insurance advice recommendations, liaising with clients and product providers to progress ongoing advice implementation, managing inbound and outbound client communications, and participating in our weekly team huddles. Working at Infocus Team activities and events to encourage cross‑team collaboration Pens down early on Fridays to socialise Commitment to both upskilling team members and advocating for internal promotions first, wherever possible Confidential support for you and your family through our Employee Assistance Program AIA Vitality membership programme, providing discounts & offers for a variety of retail outlets and wellness centres #J-18808-Ljbffr
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Client Service Officer – Financial Advice Admin
vor 3 Wochen
Maroochydore, Österreich Infocus Wealth Management VollzeitA 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...
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Client Service Officer
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Maroochydore, Österreich Sherrin Partners VollzeitExciting 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...
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Client Services Assistant
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Client Service Manager
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Maroochydore, Österreich Excel Wealth VollzeitExcel 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...
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Client Service Manager – Financial Planning
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Maroochydore, Österreich Excel Wealth VollzeitA 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...
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Front Desk
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Maroochydore, Österreich Sherrin Partners VollzeitA 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....
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