Client Services Officer jobs

Found 3 jobs
  • Client Services Manager
    • Brisbane
    • $85,000 + super
    • Posted 8 days ago

    About the role Lead and manage client service delivery for a growing financial planning firm. Oversee workflow, mentor team members, and ensure exceptional client outcomes. Liaise with advisers, paraplanners, and operations to support complex and holistic advice delivery. Key duties: Manage clien...

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  • Client Services Officer
    • Brisbane
    • Up to $90,000 + super
    • Posted 14 days ago

    About the role Join a highly respected boutique financial planning firm supporting a senior adviser. Be the first point of contact for clients and play a crucial part of a tight-knit, high-performing team in the heart of the CBD. Support adviser with admin, client updates & prep Be first point of...

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  • Client Services Officer
    • Brisbane
    • Circa $70,000 + Super
    • Posted 15 days ago

    About the company: Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team.  This is the perfect opportunity for an experienced CSO who is looking to join...

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