Level 6, 145 Eagle Street Brisbane,
QLD 4000
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Client Services Officer jobs
Found 11 jobs
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- Gold Coast
- Circa $75k + super + bonus
- Posted about 15 hours ago
About the role Join a high-performing client services team supporting financial advisers and business partners. Make key decisions, streamline workflows, and maintain exceptional client relationships in a fast-paced environment. Report directly to business partners and advisers. Key responsibilit...
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- $120,000 + super + quarterly bonuses (OTE $200k+)
- Posted 6 days ago
The Opportunity: There is an excellent opportunity for an experienced financial adviser to join a fast growing advice practice in Cairns. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments. This opportunity is well suit...
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- Brisbane
- $70,000 - $85,000 + Super
- Posted 15 days ago
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located in Brisbane CBD. An exciting opportunity is available for an experienced Client Services Officer/Manager to join their team. Benefits: Comprehensive advice fir...
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- Townsville
- Circa $70,000 + Super
- Posted 22 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 Townsville team. This is the perfect opportunity for an experienced CSO who is looking to jo...
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- Brisbane
- Up to $80,000 + super
- Posted 27 days ago
About the role Join a highly respected boutique financial planning firm in a pivotal support role assisting an experienced adviser. You’ll manage client appointments, maintain compliance documents, assist with research and modelling, and provide outstanding service in a collaborative environment....
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- Brisbane
- $80,000 - $100,000 + Super
- Posted 28 days ago
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There i...
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- Canberra
- Circa $150,000 + super + bonus
- Posted 28 days ago
About the Opportunity: We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families. There is an exciting opportunity for a financial advis...
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- Brisbane
- Up to $120k + super
- Posted 29 days ago
About the role Deliver high-quality SOAs and ROAs, research strategies, and collaborate with Advisers to achieve outstanding client outcomes. Work autonomously in a professional, supportive team environment. Key responsibilities Prepare comprehensive SOAs and ROAs with strategic recommendations C...
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- Gold Coast
- $75,000 + super
- Posted 29 days ago
About the role Join a high-performing client services team supporting financial advisers and business partners. Make key decisions, streamline workflows, and maintain exceptional client relationships in a fast-paced environment. Report directly to business partners and advisers. Key responsibilit...
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- Brisbane
- $100,000 - $110,000 + super + bonus
- Posted 30 days ago
About the company: This is an excellent opportunity for an experienced financial adviser to join a well established business located in Brisbane CBD. They provide holistic financial advice to a broad client base. This opportunity is well suited to an adviser with 3+ years of experience that is l...
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- Brisbane
- OTE of $150k and above
- Posted 10 months ago
About the role Join a respected and supportive team delivering meaningful retirement and aged care advice. This is a fantastic opportunity for a junior financial adviser to build on your first few years in the industry with strong mentorship and a steady flow of client appointments. Assist in del...