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Client Services Associate

at Australian Investment Exchange

This is a Full time job

Brisbane QLD(Hybrid)
  • Focus on career development and growth opportunities
  • Leading Stockbroker
  • Base + Super + Bonus
  • Focus on career development and growth opportunities
  • Leading Stockbroker
  • Base + Super + Bonus
Permanent role for a leading Stockbroker
Permanent role for a leading Stockbroker
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed nine days ago

Customer Service Representative - Melbourne

at Vanguard Logistics Services

This is a Full time job

Tullamarine, Melbourne VIC
Are you passionate about freight forwarding? Join our customer service team and make every interaction count!
Are you passionate about freight forwarding? Join our customer service team and make every interaction count!
subClassification: Freight/Cargo ForwardingFreight/Cargo Forwarding
classification: Manufacturing, Transport & Logistics(Manufacturing, Transport & Logistics)
9d ago
9d ago
Listed two days ago

Analyst - Non-Custodial Investments

at Netwealth Investments Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Community Impact: Paid volunteering day each year, and fundraising events
  • Social events, flu shots, retail discounts and financial wellbeing services
  • Paid parental leave and a fully funded school holiday program
  • Community Impact: Paid volunteering day each year, and fundraising events
  • Social events, flu shots, retail discounts and financial wellbeing services
  • Paid parental leave and a fully funded school holiday program
We are looking for an Analyst to join our Non-Custodial Investments team!
We are looking for an Analyst to join our Non-Custodial Investments team!
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty eight days ago

Export Sea Operations - Brisbane

at Vanguard Logistics Services

This is a Full time job

Morningside, Brisbane QLD
$60,000 – $65,000 per year
Rewarding role in leading freight forwarding company - coordinate seamless sea freight exports, excellent customer service
Rewarding role in leading freight forwarding company - coordinate seamless sea freight exports, excellent customer service
subClassification: Freight/Cargo ForwardingFreight/Cargo Forwarding
classification: Manufacturing, Transport & Logistics(Manufacturing, Transport & Logistics)
28d ago•Expiring
28d ago•Expiring
Listed two days ago

Associate

at Antaeus Investment Management

This is a Full time job

Brighton, Melbourne VIC
Join a high-performing Brighton wealth management team. Gain real client and portfolio exposure from day one in a hands-on Graduate Associate role.
Join a high-performing Brighton wealth management team. Gain real client and portfolio exposure from day one in a hands-on Graduate Associate role.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day ago

Portfolio Reporting Analyst

at Australian Retirement Trust

This is a Full time job

Melbourne VIC
Base salary +14% super
  • Permanent opportunity - QLD or VIC
  • Unleash your potential and build a career to be proud of
  • Balance your work between in-person days at our purpose-built hubs and WFH
  • Permanent opportunity - QLD or VIC
  • Unleash your potential and build a career to be proud of
  • Balance your work between in-person days at our purpose-built hubs and WFH
Turn data into insight - shape financial and benefits reporting across a high-impact enterprise portfolio!
Turn data into insight - shape financial and benefits reporting across a high-impact enterprise portfolio!
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Accounting(Accounting)
1d ago
1d ago
Listed two days ago

Client Services Associate

at Australian Investment Exchange

This is a Full time job

Brisbane QLD(Hybrid)
  • Focus on career development and growth opportunities
  • Leading Stockbroker
  • Base + Super + Bonus
  • Focus on career development and growth opportunities
  • Leading Stockbroker
  • Base + Super + Bonus
Permanent role for a leading Stockbroker
Permanent role for a leading Stockbroker
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty seven days ago

Business Development Associate

at Vanguard Group Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
As the Sales Executive, you will identify, build, and develop new business opportunities for Vanguard, as well as the assistance of ongoing...
As the Sales Executive, you will identify, build, and develop new business opportunities for Vanguard, as well as the assistance of ongoing...
subClassification: New Business DevelopmentNew Business Development
classification: Sales(Sales)
27d ago•Expiring
27d ago•Expiring
Listed nineteen days ago

Global Investment Data Manager

at Vanguard Group Pty Ltd
Be an early applicant

This is a Full time job

Melbourne VIC(Hybrid)
Leads a team of specialists and managers to provide data acquisition, analysis, and distribution services to FFS, IMG, and other enterprise clients...
Leads a team of specialists and managers to provide data acquisition, analysis, and distribution services to FFS, IMG, and other enterprise clients...
subClassification: General/Business Unit ManagerGeneral/Business Unit Manager
classification: CEO & General Management(CEO & General Management)
19d ago
19d ago
Listed nineteen hours ago

Client Services - Wealth Management

at Blake Oliver

This is a Full time job

Sydney NSW(Hybrid)
CSM - supporting 4 Advisors in Sydney
CSM - supporting 4 Advisors in Sydney
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19h ago
19h ago
Listed three days ago

Portfolio Administrator (Private Investment Office)

at Allston Capital

This is a Full time job

Brisbane QLD
$65,000 – $75,000
This is an early-career role designed for candidates seeking to build a long-term career in investments, wealth management and family office advisory.
This is an early-career role designed for candidates seeking to build a long-term career in investments, wealth management and family office advisory.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed one day ago

Associate - Investor Services

at Automic Group

This is a Full time job

Sydney NSW(Hybrid)
As an Associate – Investor Services, you’ll be the frontline of Automic’s investor experience, delivering high-quality support to investors
As an Associate – Investor Services, you’ll be the frontline of Automic’s investor experience, delivering high-quality support to investors
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty hours ago

Support Consultant - SMA & Superannuation

at Praemium Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Be the first point of contact delivering high-quality client support daily
  • Work across super and investments with diverse, engaging client queries
  • Collaborate across teams to solve issues and improve platform experience
  • Be the first point of contact delivering high-quality client support daily
  • Work across super and investments with diverse, engaging client queries
  • Collaborate across teams to solve issues and improve platform experience
Provide client support for super & investment platform, resolving queries via phone, emails, chat while delivering exceptional service and outcomes
Provide client support for super & investment platform, resolving queries via phone, emails, chat while delivering exceptional service and outcomes
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20h ago
20h ago
Listed eight days ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed nine days ago

Financial Planning Client Services Officer

at The Wealth Mentoring Group

This is a Part time job

Hampton, Melbourne VIC(Hybrid)
$65,000 – $75,000 FTE
Unique opportunity to be part of our Client Services team gaining a dynamic and valued position for a candidate looking for real job engagement.
Unique opportunity to be part of our Client Services team gaining a dynamic and valued position for a candidate looking for real job engagement.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed six days ago

Senior Investment Operations Analyst

at Kaizen Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Not Specified
  • Leading for-purpose funds management organisation
  • Broad ranging operational role working across multiple asset classes
  • 12-month fixed-term contract | Melbourne-based
  • Leading for-purpose funds management organisation
  • Broad ranging operational role working across multiple asset classes
  • 12-month fixed-term contract | Melbourne-based
An outstanding opportunity to work within investment operations at a leading for-purpose fund manager.
An outstanding opportunity to work within investment operations at a leading for-purpose fund manager.
Recruited byDarragh Cleary
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed six days ago

Wealth, Financial Planning & Accounting Entry-level roles (PT or FT)

at Striver

This is a Part time job

Brisbane QLD(Hybrid)
$60,000 – $75,000 per year
  • One application, multiple paid graduate and part-time professional opportunities
  • Get free CV feedback, interview coaching and career support
  • Invitations to live networking events and opportunities to meet hiring managers
  • One application, multiple paid graduate and part-time professional opportunities
  • Get free CV feedback, interview coaching and career support
  • Invitations to live networking events and opportunities to meet hiring managers
Kick-start your career in Wealth Management, Financial Services or Accounting now as a university student, recent graduate, or soon-to-be graduate
Kick-start your career in Wealth Management, Financial Services or Accounting now as a university student, recent graduate, or soon-to-be graduate
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eight days ago

Experienced Client Service Roles

at VISIS Private Wealth

This is a Full time job

Brisbane QLD
$75,000 – $90,000 per year
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed one day ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd
Be an early applicant

This is a Full time job

Melbourne VIC(Hybrid)
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

Associate Adviser

at Employee Matters

This is a Full time job

Melbourne VIC
Looking for career progression? Apply below...
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed six days ago

Associate Adviser

at Pivot Wealth Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
~$80-100K + Super + Bonus up to 20%
Opportunity for an Associate keen to fast track their career progression to a Financial Adviser at one of Australia's leading Financial Advice firms.
Opportunity for an Associate keen to fast track their career progression to a Financial Adviser at one of Australia's leading Financial Advice firms.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eight days ago

Private Wealth Portfolio Analyst | Brisbane | $170k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
  • An excellent package with benefits for the right candidate
  • Brisbane CBD location
  • A unique opportunity that will take your career & profile to the next level!
  • An excellent package with benefits for the right candidate
  • Brisbane CBD location
  • A unique opportunity that will take your career & profile to the next level!
This rare opportunity as a Portfolio Analyst has arisen in a highly regarded and forward thinking business in Brisbane. This one is not to be missed!
This rare opportunity as a Portfolio Analyst has arisen in a highly regarded and forward thinking business in Brisbane. This one is not to be missed!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed seven 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)
7d ago
7d ago
Listed nineteen days ago

Associate Financial Adviser at Premier Private Wealth Firm

at VISIS Private Wealth

This is a Full time job

Brisbane QLD
$80,000 – $100,000 per year
  • One of Australia's premier wealth management firms
  • Excellent career opportunities
  • Prestigious CBD location
  • One of Australia's premier wealth management firms
  • Excellent career opportunities
  • Prestigious CBD location
Supercharge your finance career and join a dynamic wealth management that is known for it's expert advice and personalised service
Supercharge your finance career and join a dynamic wealth management that is known for it's expert advice and personalised service
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed eight days ago

Team Leader, Superannuation Client Service

at TOM

This is a Full time job

Sydney NSW(Hybrid)
$110,000 – $125,000 per year
Leading superannuation and funds management company seeks team leader to take a pivotal leadership role. Hybrid working.
Leading superannuation and funds management company seeks team leader to take a pivotal leadership role. Hybrid working.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight days ago

Registered Nurse

at Vanguard Care Communities

This is a Part time job

Runaway Bay, Gold Coast QLD
$41 – $47 per hour
Work autonomously and as part of a forward-thinking team with professional development.
Work autonomously and as part of a forward-thinking team with professional development.
subClassification: Nursing - Aged CareNursing - Aged Care
classification: Healthcare & Medical(Healthcare & Medical)
8d ago
8d ago
Listed two days ago

Senior Financial Adviser

at Wealth Architects
Be an early applicant

This is a Full time job

Nerang, Gold Coast QLD(Hybrid)
$140,000 – $175,000 + attractive bonus
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed eight days ago

Client Services Representative & Trade Support Analyst

at Velocity Trade

This is a Full time job

Sydney NSW
The role is a position to support the growth of a global derivatives market making team based in Australia and the UK.
The role is a position to support the growth of a global derivatives market making team based in Australia and the UK.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight days ago

Associate Adviser

at Vivere Recruitment Group

This is a Full time job

Sydney NSW
Excellent salary and benefits
  • New role due to growth within a successful wealth management firm
  • Clear career path that offers support with PY
  • Sydney CBD locaton
  • New role due to growth within a successful wealth management firm
  • Clear career path that offers support with PY
  • Sydney CBD locaton
Well established wealth management firm with a HNW client base has an exciting opportunity for an associate advisor.
Well established wealth management firm with a HNW client base has an exciting opportunity for an associate advisor.
Recruited byChristopher Gordon
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed two days ago

Application Engineer - III

at Vanguard Group Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
As an Application Engineer, you will join a talented, welcoming, and highly collaborative team within Corporate Systems that builds and maintains...
As an Application Engineer, you will join a talented, welcoming, and highly collaborative team within Corporate Systems that builds and maintains...
subClassification: Developers/ProgrammersDevelopers/Programmers
classification: Information & Communication Technology(Information & Communication Technology)
2d ago
2d ago
Listed twenty seven days ago

Tax Lead

at Vanguard Group Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
Acts as a point of contact for tax-related queries, including putting forward a recommendation of resolution to the Tax Manager and taking the lead...
Acts as a point of contact for tax-related queries, including putting forward a recommendation of resolution to the Tax Manager and taking the lead...
subClassification: TaxationTaxation
classification: Accounting(Accounting)
27d ago•Expiring
27d ago•Expiring
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