Jobs
>
Brisbane

    Client Services Officer - Queensland, Australia - Zanetti Recruitment & Consulting

    Zanetti Recruitment & Consulting
    Zanetti Recruitment & Consulting Queensland, Australia

    2 days ago

    Default job background
    Full time
    Description
    • Work directly with advisers throughout the client process
    • A remuneration package of up to $85,000 inc. superannuation
    • Based in the CBD, with 1 day per week WFH

    The Business
    Established over 70 years ago, the business now ranks as one of Australia's leading boutique Accounting & Wealth Management firms. Specialising in tailored advice to generations of successful businesses & individuals, the business has its own AFSL and since beginning its wealth offering in 2017 is growing from strength to strength.

    The Role
    The continued growth of new HNW clients combined with the strategic vision for the business, necessitates expansion within the team. In this role, you will work in a small team within a larger business to provide professional administrative support in managing client affairs accurately and on time. Your primary responsibilities will include:

    • Processing of day-to-day administrative tasks in XPLAN
    • Scheduling and following up on client appointments
    • Hands-on role assisting the team with the implementation of advice
    • Working with Financial Planners to prepare plans and strategy documents

    About You
    You want to develop, learn & maintain professional knowledge and skills. Being client service-oriented, you thrive on engagement in a team and with clients, have attention to detail, and love supporting others.Your previous experience in the financial planning industry will be highly regarded, together with the following:

    • XPLAN experience is advantageous
    • Excellent organisational and communication skills
    • You love working with clients to get great outcomes

    Benefits

    • 1 day per week WFH with an additional Friday added per month
    • Extra well-being leave
    • Group insurance & accident cover for staff
    • A remuneration package of up to $85,000 inc. superannuation
    • Personal development plans put in place with the Managing Partner
    • Monthly, EOFY & EOY staff events

    If this opportunity interests you and you would like to have a confidential conversation to find out more about the role, please call Ben MacKenzie on . Alternatively, please follow the SEEK prompts.

  • Davidson Group Services

    Service Officer

    3 hours ago

    Davidson Group Services Brisbane Central Business District, Australia

    **Multiple opportunities available** · Davidson are a preferred supplier for Local, State and Federal Government Departments. Davidson are currently recruiting for multiple Call Centre officers to commence a contract located in Brisbane CBD · These are agency Government contracts ...

  • URBIS

    Office Services Coordinator

    1 week ago

    URBIS Brisbane, Australia

    **Who we are**: · Urbis is people focussed, and we want the best for our team, our clients, and our communities. Our mission is about helping people create meaningful, sustainable cities & communities. We are a community of passionate problem solvers, sought out by clients for ou ...

  • PRA

    Service Desk Officer

    1 week ago

    PRA Brisbane, Australia

    Salary - $69,000 - $79,000 + Super · - Chermside office location · - Great supportive team culture · **Our Client**: · Our client are a non-for profit organisation helping people across Queensland. They aim to provide accessible and flexible services to older people, those living ...

  • Parliamentary Service

    Employee Services Officer

    1 week ago

    Parliamentary Service Brisbane, Australia

    Do you want to work in a prestigious and historic institution that supports the Queensland Parliament? If so, you might be the perfect fit for our Employee Services Officer role · We are looking for an Employee Services Officer to join our Payroll Services team at Parliamentary S ...

  • TROOCOO Pty Ltd

    Customer Service Officer

    1 week ago

    TROOCOO Pty Ltd Brisbane, Australia

    Immediate start · - CBD location · - 3 month temporary opportunity · Troocoo are proud to be partnering with a dynamic and innovative organisation that are community focused and pride themselves on delivering exceptional service. Due to growth, we are looking for Customer Service ...

  • Empire Careers

    Ao3 Service Officer

    1 week ago

    Empire Careers Brisbane, Australia

    **Brisbane QLD** · **$44 /hr** · - Contract/Temp**MULTIPLE** **Service Officers - AO3** · Temp - 3 months w/ possible extension | $44.49 p/h | Contact Centre | Ipswich City | · **The client**: · We are currently working with a large QLD State Government Department to recruit mult ...

  • KBH Solutions

    Customer Service Officer

    1 week ago

    KBH Solutions Brisbane, Australia

    Based in Brisbane City - Inbound Customer Service Officer · - Ongoing growth opportunities with leading Finance company · - Good salary on offer · inbound Customer Service Officer required for Growing Finance Company based in the CBD. · Working in an inbound call centre you will ...

  • Bank of Queensland

    Customer Service Officer

    1 day ago

    Bank of Queensland Brisbane, Australia

    **About the Role** · - Join ASX 100 Finance Leader · - Seeking a passionate Customer Service Officer to join our BOQ team · - Flexible Workplace & Collaborative Team - Owner Managed Branch, Cannon Hill Based · As the Customer Service Officer, you will be the 'face' of the Bank wi ...

  • Optimum Consulting Group

    Customer Service Officer

    3 days ago

    Optimum Consulting Group Brisbane, Australia

    **The Opportunity** · Our client is a leader in their field with a culture built on fun, respect, and innovation. They have a reputation for excellence and commitment in their industry. They are seeking a committed and diligent Customer Service Officer to work in with their Custo ...

  • Bank of Queensland

    Customer Service Officer

    1 week ago

    Bank of Queensland Brisbane, Australia

    **About the Role** · - Seeking passionate Customer Service Officer to join the BOQ Noosa team on a Full Time Traineeship in Certificate III Financial Services · - Our Noosa Branch has won Franchise of the Year 2018, 2019 & 2020, Owner Manager Champions 2020 & 2021, and overall Br ...

  • Gallagher Benefit Services

    Client Service Officer

    2 days ago

    Gallagher Benefit Services Brisbane, Australia

    We have an exciting opportunity to join Gallagher as a Client Services Officer providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people. ...

  • Leidos

    Service Management Officer

    1 week ago

    Leidos Brisbane, Australia

    Company Description · The first thing you learn at Leidos Australia is to leave current thinking at the door. Our aim is to make the world a safer, healthier and more efficient place, but we won't get far using existing ideas. We need incisive minds like yours to weave together i ...

  • Justice and Attorney-General

    Principal Service Officer

    2 days ago

    Justice and Attorney-General Brisbane, Australia

    **Key Responsibilities**: · - Act as technical lead and an internal escalation point for VC-related technical issues within the Court AV team. · - Lead and perform proactive maintenance of VC systems managed by the team · - Actively participate in the design, commissioning and ac ...

  • KBH Solutions

    Customer Service Officer

    4 days ago

    KBH Solutions Brisbane, Australia

    CBD Location · - Leading Finance Company · - Inbound Customer Service · Customer Service Officer required for Growing Leading Finance Company based in the CBD. · Working in an inbound call centre you will be handling queries, offering solutions and identifying cross-selling oppor ...

  • Vincents Chartered Accountants

    Client Services Officer

    3 hours ago

    Vincents Chartered Accountants Brisbane, Australia

    **About us** · - Morgans is Australia's largest national full service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories._ · - Our team is made up ...

  • HUMANISED GROUP

    Service Delivery Officer

    1 day ago

    HUMANISED GROUP Brisbane, Australia

    Humanised Group are seeking an experienced Service Delivery Officer. You'll play a vital role in ensuring the high-quality delivery of essential technology services. As part of our dedicated technical support team, you'll be responsible for service desk, desk side, and VIP suppor ...

  • Voyager Recruitment

    Client Service Officer

    1 day ago

    Voyager Recruitment Brisbane, Australia

    Up to $80,000 + Superannuation · - Kangaroo Point location, Brisbane · - HNW Client base · **The Company** · Our Client is a leading Accounting and Financial Advisory firm that specializes in providing tailored financial solutions to their clients. With a focus on personalized se ...

  • Autonomy & Asset Management Group

    Customer Service Officer

    1 day ago

    Autonomy & Asset Management Group Brisbane, Australia

    Outstanding Opportunity for an experienced Customer Service Officer to expand their skills and develop their career within the mining & heavy industry · **20th April, 2023**: · Our client **Coxons Group Australia** has a great opportunity for an experienced Customer Service Offic ...

  • Justice and Attorney-General

    Client Service Officer

    1 week ago

    Justice and Attorney-General Brisbane, Australia

    About QCATThe Queensland Civil and Administrative Tribunal (QCAT) was established 1 December 2009 and operates under the Queensland Civil and AdministrativeTribunal Act 2009. As an independent tribunal, QCAT provides a formal path for resolution of disputes and makes and reviews ...

  • Medilaw

    Customer Service Officer

    1 week ago

    Medilaw Spring Hill, Australia

    Company Description · Medilaw is an established premier international provider of independent medical opinions and specialist services to insurers, private and government employers/departments, self-insured companies and the legal profession. · We are seeking an enthusiastic and ...