Client Services Officer jobs

• Gold Coast
• Up to $85k + super
• Posted 7 days ago

About the role This role supports a high-performing advice team by managing client service delivery, preparing documentation, maintaining workflow accuracy, and assisting advisers with strategy development. You’ll work closely with Financial Planners, paraplanners, and leaders across the business...

• Toowoomba
• $70,000 - $80,000 + super
• Posted 7 days ago

About the role: Our client is seeking a Client Services Officer to support financial advisers and help deliver holistic financial advice to clients. You will manage client enquiries, maintain systems and assist with implementing advice. This role sits within a collaborative financial planning tea...

• Brisbane
• $70,000 - $80,000 + super
• Posted 7 days ago

About the role: Support a team of financial advisers and deliver holistic advice strategies. Manage client enquiries, maintain the Xplan database and implement advice post SOA/ROA. Liaise with product providers and prepare documentation for client meetings in a fast-paced environment. Tasks and R...

• Brisbane
• Up to $100k + super
• Posted 16 days ago

About the role Support a Senior Financial Adviser with a growing HNW client base. Manage end-to-end advice implementation, client service and ongoing administration. Work closely with Advisers, Client Services and Paraplanning to ensure compliant, timely outcomes. Implement holistic advice strate...

• Brisbane
• Circa $85,000 + super
• Posted 22 days ago

An excellent opportunity has become available for an experienced Client Services Officer/Manager to join a successful professional services firm based in Brisbane.  Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a suppo...