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This is a featured job
  • 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
This is a featured job

This is a Full time job

$75,000 – $90,000 per year (subject to experience)
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed ten days ago
  • 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)
10d ago
10d ago
Listed eleven days ago

This is a Full time job

$70,000 – $90,000 per year
Join a fast growing advisory firm as a Client Service Officer with real career growth, supportive culture and hands on industry exposure.
Join a fast growing advisory firm as a Client Service Officer with real career growth, supportive culture and hands on industry exposure.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed eight days ago

This is a Full time job

$70,000 – $90,000 per year
Join Econ Financial Services in Sydney CBD. 2+ yrs wealth exp, BT/Macquarie Wrap skills needed. Grow your career in a dynamic CSO role.
Join Econ Financial Services in Sydney CBD. 2+ yrs wealth exp, BT/Macquarie Wrap skills needed. Grow your career in a dynamic CSO role.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight days ago

This is a Full time job

$90,000 – $100,000 + Super + Bonus
  • 2 days a week work from home
  • Excellent culture and staff retention
  • Flexible working environment
  • 2 days a week work from home
  • Excellent culture and staff retention
  • Flexible working environment
A flagship financial advice group based near Wynyard is looking for a Client Service Manager to join their growing advice team.
A flagship financial advice group based near Wynyard is looking for a Client Service Manager to join their growing advice team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed four days ago
  • 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)
4d ago
4d ago
Listed eight days ago
  • 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)
8d ago
8d ago
Listed one day ago
  • Varied position with no two days looking the same
  • Strong career progression and long-term development opportunities
  • Join a highly respected and growing financial services environment
  • Varied position with no two days looking the same
  • Strong career progression and long-term development opportunities
  • Join a highly respected and growing financial services environment
Be part of a highly respected financial services environment in a broad support role
Be part of a highly respected financial services environment in a broad support role
Recruited byCarla Byrom
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eight days ago
  • Make a real difference helping older Australians access the care they need.
  • Play a key role in intake and service growth across aged care programs.
  • Join a supportive, purpose-driven team in a stable full-time role.
  • Make a real difference helping older Australians access the care they need.
  • Play a key role in intake and service growth across aged care programs.
  • Join a supportive, purpose-driven team in a stable full-time role.
Join a purpose-driven organisation supporting older Australians to access aged care through warm, phone-based intake and meaningful conversations.
Join a purpose-driven organisation supporting older Australians to access aged care through warm, phone-based intake and meaningful conversations.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
8d ago
8d ago
Listed eight days ago

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)
8d ago
8d ago
Listed twelve hours ago
Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.
Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12h ago
12h ago
Listed fourteen hours ago
  • Brisbane CBD Location
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
  • Brisbane CBD Location
  • 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 and supportive team culture.
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun and supportive team culture.
Recruited bySamantha Reed
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed one day ago

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)
1d ago
1d ago
Listed eleven days ago
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)
11d ago
11d ago
Listed thirteen hours ago

This is a Full time job

$75,000 – $90,000 per year (subject to experience)
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13h ago
13h ago
Listed ten days ago
  • 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)
10d ago
10d ago
Listed three days ago
  • Work for a company where you are truly valued and appreciated
  • Opportunities for career development.
  • Amazing employee benefits
  • Work for a company where you are truly valued and appreciated
  • Opportunities for career development.
  • Amazing employee benefits
Manage calls, resolve customer queries, support onboarding, sales, and training while maintaining records and targets.
Manage calls, resolve customer queries, support onboarding, sales, and training while maintaining records and targets.
subClassification: Customer Service - Customer FacingCustomer Service - Customer Facing
classification: Call Centre & Customer Service(Call Centre & Customer Service)
3d ago
3d ago
Listed seven days ago
Client Service Manager | Financial Planning Boutique
Client Service Manager | Financial Planning Boutique
Recruited byRosie Keegan
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed fifteen days ago

This is a Full time job

$85,000 – $100,000 + Super
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
Award winning national group in Erina is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
Award winning national group in Erina is looking for a CSM to join their growing team. Great career progression, Flexibility and work life balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed nineteen days ago
Part-time client services role in a financial advice practice, providing flexible work hours, competitive salary and opportunities for growth.
Part-time client services role in a financial advice practice, providing flexible work hours, competitive salary and opportunities for growth.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed one day ago
  • 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)
1d ago
1d ago
Listed seventeen hours ago

This is a Full time job

  • Genuine career pathway into Financial Planning
  • Work alongside experienced Financial Advisers
  • Diverse role with client interaction and advice implementation exposure
  • Genuine career pathway into Financial Planning
  • Work alongside experienced Financial Advisers
  • Diverse role with client interaction and advice implementation exposure
Join our Financial Services team and build your career in Financial Planning while delivering exceptional client service
Join our Financial Services team and build your career in Financial Planning while delivering exceptional client service
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed seventeen days ago
We’re seeking a seasoned Client Services Manager to drive high‑quality client outcomes and maintain momentum across complex advice files.
We’re seeking a seasoned Client Services Manager to drive high‑quality client outcomes and maintain momentum across complex advice files.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed four days ago
We are a dynamic and growing financial planning practice seeking a client services officer to work within our tight-knit supportive team.
We are a dynamic and growing financial planning practice seeking a client services officer to work within our tight-knit supportive team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed two days ago

This is a Full time job

$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)
2d ago
2d ago
Listed one day ago
Customer-focused Service Advisor managing bookings, repairs, and client communication to ensure top service and satisfaction.
Customer-focused Service Advisor managing bookings, repairs, and client communication to ensure top service and satisfaction.
subClassification: Automotive TradesAutomotive Trades
classification: Trades & Services(Trades & Services)
1d ago
1d ago
Listed fifteen hours ago

at Private Advertiser
Be an early applicant

This is a Part time job

$70,000 – $95,000 per year
Exceptional client service role with a leading financial planning firm. Supportive culture, training and development.
Exceptional client service role with a leading financial planning firm. Supportive culture, training and development.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed one day ago

at Private Advertiser

This is a Full time job

Base + Uncapped Earnings
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eighteen days ago
Join SA Wealth Group's financial planning team delivering exceptional client support and adviser assistance in a professional environment.
Join SA Wealth Group's financial planning team delivering exceptional client support and adviser assistance in a professional environment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed one day ago

This is a Full time job

$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)
1d ago
1d ago
Listed four days ago

This is a Full time job

$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)
4d ago
4d ago
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