Client Services Officer
vor 3 Wochen
We are a boutique financial planning firm known for delivering tailored, high‑quality advice to a diverse clientele. Our close‑knit team values collaboration, innovation, and continuous professional growth. As our Client Services Officer, you’ll work closely with advisers and paraplanners to deliver a seamless client experience. You’ll manage client relationships, oversee implementation of advice, and support the team in maintaining high service standards. Role Responsibilities: Facilitate the implementation of client advice and proactively manage applications and documentation. Manage communications with all stakeholders, including product providers, insurers, and superannuation funds. Ensure legislative compliance is upheld by following established policies and processes with a high attention to detail. Skills needed for this Role: A minimum of 1 year of experience as a Client Service Officer. In‑depth knowledge of platforms, products, and superannuation regulations. A client‑focused professional with outstanding organizational and interpersonal skills. Highly organised with the ability to manage complex client files with precision. Strong written and verbal communication skills with a professional and friendly demeanour. An ability to achieve and exceed targets while working in a fast‑paced environment. High level benefits in working for us: Great Work‑Life Balance. Work with a close‑knit, friendly team that values collaboration. Office right near the beach in Broadbeach, with easy access to public transport. Real opportunities to grow in the financial planning industry. We are looking for someone to start either immediately or at the start of 2026. If the above is of interest, then we highly encourage you to submit apply, and send through your resume and cover letter. Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad . #J-18808-Ljbffr
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Client Service Officer
vor 3 Wochen
Gold Coast City, Österreich Atlas Wealth Management VollzeitAtlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London. Due to continued...
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Client Service Officer
vor 1 Woche
Gold Coast City, Österreich Class Limited VollzeitHUB24 Contact Centre Role HUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work. HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...
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Client Service Officer
vor 4 Wochen
Gold Coast City, Österreich HUB24 Limited VollzeitOverview Join to apply for the Client Service Officer role at HUB24 Limited . HUB24 leads the wealth industry as the provider of integrated platform, technology and data solutions. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. We build a culture that supports our team...
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Client Services Officer
vor 2 Wochen
Gold Coast City, Österreich Findex VollzeitJob Description Join our collaborative SMSF team in the Gold Coast! We're seeking a motivated, flexible, and positive individual who takes initiative. What will your typical week look like? Ensure timely completion of client-related tasks and document lodgements across the local office or designated region, meeting both internal and external service...
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Client Services/Administration officer
vor 2 Wochen
Gold Coast City, Österreich Sovereign Wealth Financial Pty VollzeitWe're seeking a detail-focused Client Services Officer to support our financial planning practice in Runaway Bay . This role suits someone who takes pride in accuracy, organisation, and delivering excellent client service. About the Role You'll provide administrative and client support to ensure the smooth delivery of financial advice and services. Working...
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Client Service Officer
vor 2 Wochen
Gold Coast City, Österreich HUB24 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 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 tape we build a...
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Client Service Officer
vor 2 Wochen
Gold Coast City, Österreich HUB24 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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Client Service Officer-2
vor 4 Wochen
Gold Coast City, Österreich HUB24 Limited VollzeitJoin to apply for the Client Service Officer-2 role at HUB24 Limited 1 day ago Be among the first 25 applicants Join to apply for the Client Service Officer-2 role at HUB24 Limited Get AI-powered advice on this job and more exclusive features. HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At...
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Client Service Officer
vor 3 Wochen
Gold Coast City, Österreich Audika Australia VollzeitClient Service Officer – Floater Join to apply for the Client Service Officer – Floater role at Audika Australia . Direct message the job poster from Audika Australia. About Audika #audika_Australia 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...
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Client Services Officer
vor 2 Wochen
Gold Coast City, Österreich HUB24 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...
