Client Service Manager
vor 1 Tag
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 role is office based and can be full‑time or permanent part‑time for the right candidate, with flexible daily working hours. About the role You will be responsible for providing accurate and timely administrative support, managing the smooth implementation of advice, and helping us continually improve our processes. The role also acts as a key liaison between the adviser, our clients, and external providers. You’ll be joining a friendly, motivated and professional team, and we’re looking for someone who is proactive, organised and committed to exceeding client expectations. Key responsibilities Manage the implementation of advice for new and existing clients, including post‑implementation checks Prepare documentation and file notes for client meetings Provide day‑to‑day administration and develop strong, ongoing relationships with clients Liaise with stakeholders such as superannuation funds, investment platforms, insurers and Centrelink Manage workflow to ensure tasks are completed accurately and on time Ensure compliance with company policies, procedures and the regulatory framework at all times Schedule and confirm client appointments and manage the adviser’s calendar About you Our ideal candidate will be able to demonstrate: Experience in a client service role within the financial planning/wealth management industry Strong understanding of compliance and regulatory requirements Excellent written and verbal communication skills High attention to detail and accuracyAbility to build trusted, long‑term relationships with clients and external stakeholders Ability to work both independently and as part of a team Excellent computer literacy and a confident, professional phone manner How to apply Please email your cover letter (detailing your experience and suitability for the role) and CV to: *****@excelwealth.com.au #J-18808-Ljbffr
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Client Service Officer
vor 3 Wochen
Maroochydore, Österreich Infocus Wealth Management VollzeitInfocus 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...
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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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Client Services Assistant
vor 3 Wochen
Maroochydore, Österreich Love & Partners VollzeitClient 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,...
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Client Service Officer
vor 1 Tag
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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Front Desk
vor 3 Wochen
Maroochydore, Österreich Love & Partners VollzeitA 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...
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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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Service Delivery Manager
vor 4 Wochen
Maroochydore, Österreich LPE - Locality Planning Energy VollzeitCompany 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....
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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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Maroochydore, Österreich Max Stocks Food Service VollzeitA family-owned food service provider in Maroochydore is seeking a Purchasing Officer. This position supports the Purchasing Manager in maintaining supplier relationships and managing stock levels. Ideal candidates will have experience in procurement, attention to detail, and strong organizational skills. Max Stocks offers a progressive workplace culture with...
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Assistant Integrated Services Manager
vor 3 Wochen
Maroochydore, Österreich Millennium Services Group VollzeitAbout Us: Millennium Services Group is one of Australia's leading providers of Cleaning, Security and Facilities management services and has been providing exceptional outcomes since our inception in 2003. We offer employees the latest technology, state of the art equipment and people solutions to create excellent working environments, working conditions and...
