Client Services Officer jobs

• Brisbane
• Up to $95,000 + super + bonus
• Posted 3 days ago

An excellent opportunity has become available for an experienced Client Services Officer to join a successful professional services firm based in Brisbane.  Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with multiple avenues for care...

• Adelaide
• Circa $75,000 + super
• Posted 20 days ago

About the role Join a growing financial planning team and support a senior adviser with end to end client administration and implementation. You’ll manage new business processing, maintain CRM accuracy, liaise with clients, assist with compliance workflows, and help prepare key advice documents. ...

• Brisbane
• Up to $100k + super
• Posted about 2 months ago

About the Role Join a well-established, boutique financial planning firm as a Client Services Manager, supporting a Lead Adviser with a large and established client base. This is a key role within the business, ideal for an experienced CSO who enjoys ownership, responsibility, and being heavily i...

• Brisbane
• Up to $95,000 + super
• Posted about 2 months 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...