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This is a featured job

Property Portfolio Advisor

at Ramsey Property Wealth
Be an early applicant

This is a Full time job

Bowen Hills, Brisbane QLD(Hybrid)
$85K – $95K base + super + bonuses OTE $154k
  • Consultative client-facing role — no cold prospecting, all client leads supplied
  • Premium Brisbane property investment advisory firm for sophisticated clients
  • $85K–$95K + super + monthly performance bonus + pathway to Senior Advisor roles
  • Consultative client-facing role — no cold prospecting, all client leads supplied
  • Premium Brisbane property investment advisory firm for sophisticated clients
  • $85K–$95K + super + monthly performance bonus + pathway to Senior Advisor roles
Join a premium property wealth advisory firm in a high-trust, highly accountable, client consultative role with structured career progression.
Join a premium property wealth advisory firm in a high-trust, highly accountable, client consultative role with structured career progression.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
Featured
Featured
This is a featured job

Client Services Officer — Pathway to Client Services Manager

at Adviser fp

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty days ago

Client Advisor

at DFP Recruitment

This is a Full time job

Sydney NSW(Hybrid)
AUD 72000 per annum, Uncapped Commission + Bonus
  • Globally recognised luxury brand
  • Rotational Roster - weekend shifts
  • Hybrid role - Sydney CBD
  • Globally recognised luxury brand
  • Rotational Roster - weekend shifts
  • Hybrid role - Sydney CBD
Join a globally recognised luxury house renowned for exceptional jewellery and timepieces marking life’s most meaningful moments.
Join a globally recognised luxury house renowned for exceptional jewellery and timepieces marking life’s most meaningful moments.
subClassification: OtherOther
classification: Retail & Consumer Products(Retail & Consumer Products)
20d ago
20d ago
Listed fourteen hours ago

Client Services Officer - Financial Advisor

at Niche Talent
Be an early applicant

This is a Full time job

Cleveland, Brisbane QLD(Hybrid)
$70,000 - $90,000
  • Flexible and supportive culture
  • Providing support to a high performing team
  • Career growth and ongoing development
  • Flexible and supportive culture
  • Providing support to a high performing team
  • Career growth and ongoing development
Looking for a genuine and down to earth firm with opportunity for growth?
Looking for a genuine and down to earth firm with opportunity for growth?
Recruited byCaitlin Neville
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed fifteen hours ago

Client Services Team Lead

at MAYDAY Recruitment

This is a Full time job

Sydney NSW(Hybrid)
$120,000.00 - $125,000.00 package
Exciting opportunity for a strong leader with a passion for service excellence, coaching & operational performance.
Exciting opportunity for a strong leader with a passion for service excellence, coaching & operational performance.
subClassification: Supervisors/Team LeadersSupervisors/Team Leaders
classification: Call Centre & Customer Service(Call Centre & Customer Service)
15h ago
15h ago
Listed ten hours ago

Property Portfolio Advisor

at Ramsey Property Wealth
Be an early applicant

This is a Full time job

Bowen Hills, Brisbane QLD(Hybrid)
$85K – $95K base + super + bonuses OTE $154k
  • Consultative client-facing role — no cold prospecting, all client leads supplied
  • Premium Brisbane property investment advisory firm for sophisticated clients
  • $85K–$95K + super + monthly performance bonus + pathway to Senior Advisor roles
  • Consultative client-facing role — no cold prospecting, all client leads supplied
  • Premium Brisbane property investment advisory firm for sophisticated clients
  • $85K–$95K + super + monthly performance bonus + pathway to Senior Advisor roles
Join a premium property wealth advisory firm in a high-trust, highly accountable, client consultative role with structured career progression.
Join a premium property wealth advisory firm in a high-trust, highly accountable, client consultative role with structured career progression.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
10h ago
10h ago
Listed one day ago

Financial Adviser - Quality Client Portfolio

at International Search Partners
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
New opportunity for an experienced Financial Adviser to manage a quality client portfolio within a successful, forward-thinking and growing practice.
New opportunity for an experienced Financial Adviser to manage a quality client portfolio within a successful, forward-thinking and growing practice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

Client Services Officer — Pathway to Client Services Manager

at Adviser fp

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed sixteen days ago

Private Client Advisor - Equity Potential

at FS Recruitment Solutions
Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
$120,000 – $160,000 plus super per year
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed one day ago

Associate Advisor

at Keegan Adams Recruitment Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
$95000
  • $95k + Super & Bonus
  • WFH flexibility 3/2 model
  • Great track record of PY progression & promotion
  • $95k + Super & Bonus
  • WFH flexibility 3/2 model
  • Great track record of PY progression & promotion
Associate Advisor role, great WFH flexibility post probation, fantastic learning outcomes.
Associate Advisor role, great WFH flexibility post probation, fantastic learning outcomes.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW(Hybrid)
$85,000 - $95,000 + Superannuation
  • Sydney CBD location | 1-day WFH flexibility
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
  • Sydney CBD location | 1-day WFH flexibility
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun & growing business. Lots to learn. Immediate start.
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun & growing business. Lots to learn. Immediate start.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed three days ago

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed nine days ago

Senior Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
$90,000 - $105,000 + Superannuation + Bonus
  • Exposure to complex strategies - drive implementation process
  • Manage client relationships on behalf of the advisers
  • Multiple platforms, FIN 365 and exposure to process automation
  • Exposure to complex strategies - drive implementation process
  • Manage client relationships on behalf of the advisers
  • Multiple platforms, FIN 365 and exposure to process automation
Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.
Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed three days ago

Client Service Associate

at Capital Partners Consulting Pty Ltd

This is a Full time job

West Perth, Perth WA(Hybrid)
  • Deliver exceptional client experiences with an award-winning team.
  • Grow your career in a supportive, innovative, and values-driven culture.
  • Join Australia’s #3 Best Place to Work and industry leader in advice.
  • Deliver exceptional client experiences with an award-winning team.
  • Grow your career in a supportive, innovative, and values-driven culture.
  • Join Australia’s #3 Best Place to Work and industry leader in advice.
If you love the detail and want to be part of a team that genuinely values your contribution, we might just have the dream role for you!
If you love the detail and want to be part of a team that genuinely values your contribution, we might just have the dream role for you!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed ten days ago

Client Service Officer

at Priority Advisory Group

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
An exciting opportunity has become available for a full-time Client Services Officer to join our friendly & supportive team based in North Sydney.
An exciting opportunity has become available for a full-time Client Services Officer to join our friendly & supportive team based in North Sydney.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed fifteen days ago

Adviser Assistant / Client Services Officer - PY Opportunity

at International Search Partners

This is a Full time job

Canberra ACT(Hybrid)
$80,000 – $95,000 per year
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed twenty days ago

Client Services Manager

at Chapters Retirement Partners

This is a Full time job

West Perth, Perth WA(Hybrid)
$75,000 – $100,000 per year
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed nine days ago

Client Service Officer, Financial Planning.

at CDM Partners

This is a Full time job

Brisbane QLD(Hybrid)
$75,000 – $95,000 + Super + Bonus per year
Very friendly supportive team Committed long term clients Cutting edge technology The best boss ever!
Very friendly supportive team Committed long term clients Cutting edge technology The best boss ever!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed eleven hours ago

Financial Advisor - your next step

at FS Recruitment Solutions
Be an early applicant

This is a Full time job

Melbourne VIC(Hybrid)
$130,000 – $140,000 plus super plus bonus per year
Step into a Senior Adviser pathway. Join a supportive, client-first firm offering hybrid work, strong training and real long-term career growth.
Step into a Senior Adviser pathway. Join a supportive, client-first firm offering hybrid work, strong training and real long-term career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11h ago
11h ago
Listed fifteen hours ago

Financial Adviser

at Elston
Be an early applicant

This is a Full time job

Canberra ACT(Hybrid)
  • Established, privately owned advice firm with strong reputation
  • Supportive, relationship-focused team culture
  • Clear pathway to grow into senior advisory
  • Established, privately owned advice firm with strong reputation
  • Supportive, relationship-focused team culture
  • Clear pathway to grow into senior advisory
Build on your advisory foundation in a supportive environment with strong mentoring and genuine career progression.
Build on your advisory foundation in a supportive environment with strong mentoring and genuine career progression.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed fourteen hours ago

Financial Advisor

at Niche Talent
Be an early applicant

This is a Full time job

Cleveland, Brisbane QLD(Hybrid)
$110,000 - $130,000
  • Flexible work arrangements
  • Hands on advisory role with solid mentor
  • Established client base, and grow your own
  • Flexible work arrangements
  • Hands on advisory role with solid mentor
  • Established client base, and grow your own
Looking to join a growing firm with genuine career progression and portfolio management?
Looking to join a growing firm with genuine career progression and portfolio management?
Recruited byCaitlin Neville
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed three days ago

Financial Advisor - Private clients

at FS Recruitment Solutions
Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
$120,000 – $160,000 plus super per year
Advise an established HNW client base in a respected private client business offering flexibility, progression and long-term equity potential.
Advise an established HNW client base in a respected private client business offering flexibility, progression and long-term equity potential.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed three days ago

Client Service Manager

at Freedom Wealth Solutions

This is a Part time job

Mornington, Mornington Peninsula & Bass Coast VIC(Hybrid)
$35 – $45 per hour
Part-time flexibility with competitive salary in financial planning. Flexible hours, looking for someone to work 5-6 hours each day.
Part-time flexibility with competitive salary in financial planning. Flexible hours, looking for someone to work 5-6 hours each day.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty two hours ago

Advice Assistant

at Zurich Financial Services Australia

This is a Full time job

Melbourne VIC(Hybrid)
Salaried
  • Varied support role in the Zurich Assure team
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and our stunning Melbourne office
  • Varied support role in the Zurich Assure team
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and our stunning Melbourne office
Fantastic opportunity to launch your career with Zurich Assure! Professional, supportive culture with great training & benefits!
Fantastic opportunity to launch your career with Zurich Assure! Professional, supportive culture with great training & benefits!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22h ago
22h ago
Listed one day ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD(Hybrid)
$75,000 – $85,000 + Bonus
Step into a pivotal role where you're directly contributing to empowering families in achieving their financial aspirations.
Step into a pivotal role where you're directly contributing to empowering families in achieving their financial aspirations.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed fourteen days ago

Client Services Officer

at Bentley Recruitment

This is a Full time job

Brisbane QLD(Hybrid)
$80,000 - $85,000 + super + bonus
  • Work from home 2 days per week
  • Flexible working hours - choose when you start your day
  • Base salary plus bonus
  • Work from home 2 days per week
  • Flexible working hours - choose when you start your day
  • Base salary plus bonus
Join a team of CSO's and support financial advisers with a focus on implementation of advice.
Join a team of CSO's and support financial advisers with a focus on implementation of advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed nine days ago

Client Service Consultant - Wealth

at Macquarie Group Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed thirteen days ago

Client Service Officer

at Profusion PAC Pty Ltd

This is a Full time job

Brisbane QLD(Hybrid)
Up to $95,000 package + generous benefits
Provide professional and proactive support to the Financial Planning team to enhance their client relationships. Established team with strong support
Provide professional and proactive support to the Financial Planning team to enhance their client relationships. Established team with strong support
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed fifteen days ago

Client Associate

at Findex

This is a Full time job

Melbourne VIC(Hybrid)
  • Flexi-Friday - opt in or out for a compressed work fortnight
  • Hybrid work environment - work from home and office
  • Supportive team environment with opportunity to grow a long-term career
  • Flexi-Friday - opt in or out for a compressed work fortnight
  • Hybrid work environment - work from home and office
  • Supportive team environment with opportunity to grow a long-term career
Join our Risk Insurance team at Findex as a Client Associate! First point of contact for a dedicated client portfolio, working closely with Advisers
Join our Risk Insurance team at Findex as a Client Associate! First point of contact for a dedicated client portfolio, working closely with Advisers
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed seventeen days ago

Client Services Officer

at Bentley Recruitment

This is a Full time job

Brisbane QLD(Hybrid)
Up to $90,000 + super
  • Flexible working supported, with 1 day work from home available after probation
  • Supportive, collaborative environment where people stay and grow long term
  • Award winning, independent advice firm recognised as a great place to work
  • Flexible working supported, with 1 day work from home available after probation
  • Supportive, collaborative environment where people stay and grow long term
  • Award winning, independent advice firm recognised as a great place to work
Support advisers end to end by preparing for client meetings, implementing advice, managing compliance and delivering a strong client service.
Support advisers end to end by preparing for client meetings, implementing advice, managing compliance and delivering a strong client service.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed fifteen days ago

Client Associate

at Findex

This is a Contract/Temp job

Melbourne VIC(Hybrid)
  • Flexi-Friday - compressed work fortnight (opt in or out)
  • Hybrid work - work from home and office - great flexibility
  • Supportive team environment, collaborative team and exciting client base
  • Flexi-Friday - compressed work fortnight (opt in or out)
  • Hybrid work - work from home and office - great flexibility
  • Supportive team environment, collaborative team and exciting client base
12-month max-term contract position. Great opportunity to gain valuable experience with a leading financial services firm in financial planning.
12-month max-term contract position. Great opportunity to gain valuable experience with a leading financial services firm in financial planning.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed nine days ago

Client Service Consultant - Wealth

at Macquarie Group Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
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