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This is a featured job

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)
Featured
Featured
This is a featured job

Client Services Specialist - Financial Planning

at EFC Financial Services Pty Ltd

This is a Full time job

Adelaide SA
$85,000 – $100,000 per year
  • Work in a close knit team while still being part of a larger holistic firm
  • Outstanding and loyal clients who value our ongoing support and guidance
  • Building professional intimacy with successful clients
  • Work in a close knit team while still being part of a larger holistic firm
  • Outstanding and loyal clients who value our ongoing support and guidance
  • Building professional intimacy with successful clients
Work in a close knit team, collaboratively delivering genuine client care and guidance to a high quality and loyal client base.
Work in a close knit team, collaboratively delivering genuine client care and guidance to a high quality and loyal client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty hours ago

Client Service Administrator

at SMC Consulting

This is a Full time job

Melbourne VIC(Hybrid)
Be part of a collaborative and supportive team culture where your contribution is valued and your career development is genuinely supported.
Be part of a collaborative and supportive team culture where your contribution is valued and your career development is genuinely supported.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20h ago
20h ago
Listed one day ago

Customer Due Diligence Analyst

at ANZ Worldline Payment Solutions

This is a Full time job

Melbourne VIC(Hybrid)
We are hiring a Customer Due Diligence Analyst in Melbourne.
We are hiring a Customer Due Diligence Analyst in Melbourne.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty two hours ago

Client Services Officer

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 70000 - 100000 per annum
  • Adviser & client support
  • Financial planning administration
  • Advice implementation & compliance support
  • Adviser & client support
  • Financial planning administration
  • Advice implementation & compliance support
Experienced Client Services Officer supporting advisers and clients across administration, implementation and ongoing service.
Experienced Client Services Officer supporting advisers and clients across administration, implementation and ongoing service.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22h ago
22h ago
Listed one day ago

Aftersales Operations Analyst

at BYD Australia Pty Ltd

This is a Full time job

Mulgrave, Melbourne VIC
Base Salary + Superannuation + Bonus
  • Be part of a global EV leader
  • High-impact cross-functional role
  • Centralised Mulgrave location
  • Be part of a global EV leader
  • High-impact cross-functional role
  • Centralised Mulgrave location
Join BYD Australia and turn data into insights that drive aftersales operational excellence and business growth.
Join BYD Australia and turn data into insights that drive aftersales operational excellence and business growth.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Manufacturing, Transport & Logistics(Manufacturing, Transport & Logistics)
1d ago
1d ago
Listed eight days 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)
8d ago
8d ago
Listed seventeen days ago

Client Services Officer

at Wealth Architects

This is a Full time job

Brisbane QLD
$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)
17d ago
17d ago
Listed one day ago

Business Analyst

at BaptistCare

This is a Full time job

Melbourne VIC(Hybrid)
Not for Profit Salary Packaging on offer
  • Hybrid work arrangements - enjoy flexibility between office and home
  • Competitive base rate + salary packaging with NFP tax-free component
  • Support system transformation initiatives across community services and housing
  • Hybrid work arrangements - enjoy flexibility between office and home
  • Competitive base rate + salary packaging with NFP tax-free component
  • Support system transformation initiatives across community services and housing
Play a key role in driving system transformation and improving service delivery across community services & housing
Play a key role in driving system transformation and improving service delivery across community services & housing
subClassification: Business/Systems AnalystsBusiness/Systems Analysts
classification: Information & Communication Technology(Information & Communication Technology)
1d ago
1d ago
Listed one day ago

Business Analyst

at BaptistCare

This is a Full time job

Adelaide SA(Hybrid)
Not for Profit Salary Packaging on offer
  • Hybrid work arrangements - enjoy flexibility between office and home
  • Competitive base rate + salary packaging with NFP tax-free component
  • Support system transformation initiatives across community services and housing
  • Hybrid work arrangements - enjoy flexibility between office and home
  • Competitive base rate + salary packaging with NFP tax-free component
  • Support system transformation initiatives across community services and housing
Play a key role in driving system transformation and improving service delivery across community services & housing
Play a key role in driving system transformation and improving service delivery across community services & housing
subClassification: Business/Systems AnalystsBusiness/Systems Analysts
classification: Information & Communication Technology(Information & Communication Technology)
1d ago
1d ago
Listed one day ago

Business Analyst

at BaptistCare

This is a Full time job

Sydney NSW(Hybrid)
Not for Profit Salary Packaging on offer
  • Hybrid work arrangements - enjoy flexibility between office and home
  • Competitive base rate + salary packaging with NFP tax-free component
  • Support system transformation initiatives across community services and housing
  • Hybrid work arrangements - enjoy flexibility between office and home
  • Competitive base rate + salary packaging with NFP tax-free component
  • Support system transformation initiatives across community services and housing
Play a key role in driving system transformation and improving service delivery across community services & housing
Play a key role in driving system transformation and improving service delivery across community services & housing
subClassification: Business/Systems AnalystsBusiness/Systems Analysts
classification: Information & Communication Technology(Information & Communication Technology)
1d ago
1d ago
Listed nineteen hours ago

Client Services Specialist

at Compare Club

This is a Full time job

Sydney NSW(Hybrid)
$75k + Super + Commission
  • CBD Location- Close to Public Transport
  • Award Winning Employer
  • Base + Super + Commission
  • CBD Location- Close to Public Transport
  • Award Winning Employer
  • Base + Super + Commission
Join an award-winning industry leader in a modern CBD office! Be apart of a fast growing, supportive team where your impact is felt every day.
Join an award-winning industry leader in a modern CBD office! Be apart of a fast growing, supportive team where your impact is felt every day.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
19h ago
19h ago
Listed two days ago

Client Service Manager

at Talentpath

This is a Full time job

Brisbane QLD(Hybrid)
Generous base salary + annual performance bonus
  • Investment in your professional development.
  • Ability to drive & influence organisational change and efficiencies.
  • Generous bonus scheme | Quarterly celebrations | 2 weeks additional leave
  • Investment in your professional development.
  • Ability to drive & influence organisational change and efficiencies.
  • Generous bonus scheme | Quarterly celebrations | 2 weeks additional leave
Lead a national client service team in financial planning. Drive reviews, uplift processes & shape a growing wealth business.
Lead a national client service team in financial planning. Drive reviews, uplift processes & shape a growing wealth business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed sixteen 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 Australia's leading fixed-income experts
Permanent role for Australia's leading fixed-income experts
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed two days ago

Client Services Officer | Financial Planning

at Bentley Recruitment

This is a Full time job

Adelaide SA
Up to $85,000 + super
  • Work with a loyal, high quality client base and strong referrals
  • Supportive, low turnover team with approachable, experienced advisers
  • Exposure to holistic advice in a well established, integrated firm
  • Work with a loyal, high quality client base and strong referrals
  • Supportive, low turnover team with approachable, experienced advisers
  • Exposure to holistic advice in a well established, integrated firm
Support advisers, manage client requests, process applications, coordinate reviews, maintain Xplan, keep client portfolios running smoothly end to end
Support advisers, manage client requests, process applications, coordinate reviews, maintain Xplan, keep client portfolios running smoothly end to end
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day ago

Client Services Specialist - Financial Planning

at EFC Financial Services Pty Ltd

This is a Full time job

Adelaide SA
$85,000 – $100,000 per year
  • Work in a close knit team while still being part of a larger holistic firm
  • Outstanding and loyal clients who value our ongoing support and guidance
  • Building professional intimacy with successful clients
  • Work in a close knit team while still being part of a larger holistic firm
  • Outstanding and loyal clients who value our ongoing support and guidance
  • Building professional intimacy with successful clients
Work in a close knit team, collaboratively delivering genuine client care and guidance to a high quality and loyal client base.
Work in a close knit team, collaboratively delivering genuine client care and guidance to a high quality and loyal client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed nine days ago

Client Services & Commercial Operations Specialist

at WesTrac Pty Ltd

This is a Full time job

Guildford, Perth WA
Monday to Friday, 8.5 Hr/Day
  • Lead a high-volume, fast-paced parts sales operation with real business impact.
  • Ensure accurate billing, reporting, and reconciliation across subscriptions.
  • Drive sales, resolve complex issues, and improve end-to-end processes.
  • Lead a high-volume, fast-paced parts sales operation with real business impact.
  • Ensure accurate billing, reporting, and reconciliation across subscriptions.
  • Drive sales, resolve complex issues, and improve end-to-end processes.
Manage MineStar subscriptions end to end, ensuring accurate pricing, billing and data while driving process improvements and customer outcomes.
Manage MineStar subscriptions end to end, ensuring accurate pricing, billing and data while driving process improvements and customer outcomes.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
9d ago
9d ago
Listed one day ago

TechBar Analyst

at DXC Technology Australia & New Zealand

This is a Full time job

Melbourne VIC
  • Highly engaged and supportive team environment
  • Permanent Opportunity.
  • Career development opportunities.
  • Highly engaged and supportive team environment
  • Permanent Opportunity.
  • Career development opportunities.
The TechBar Analyst provides high-quality, customer-focused IT support within a modern workplace, acting as a key point of contact for end users.
The TechBar Analyst provides high-quality, customer-focused IT support within a modern workplace, acting as a key point of contact for end users.
subClassification: Business/Systems AnalystsBusiness/Systems Analysts
classification: Information & Communication Technology(Information & Communication Technology)
1d ago
1d ago
Listed two days ago

Configuration Business Analyst / Project / Client Leads

at INSTANDA Asia Pacific

This is a Full time job

Loganholme, Brisbane QLD(Hybrid)
$72,000 – $105,000 per year
  • Cutting edge insurance technology
  • Flexible and supportive team culture with the ability to make an impact
  • Fun and dynamic culture
  • Cutting edge insurance technology
  • Flexible and supportive team culture with the ability to make an impact
  • Fun and dynamic culture
Configuration / Business analysts and Project Leads help understand our clients needs and ensure they get the most out of the INSTANDA platform.
Configuration / Business analysts and Project Leads help understand our clients needs and ensure they get the most out of the INSTANDA platform.
subClassification: Business/Systems AnalystsBusiness/Systems Analysts
classification: Information & Communication Technology(Information & Communication Technology)
2d ago
2d ago
Listed two days ago

Client Services Manager

at 3D Wealth

This is a Full time job

Mount Lawley, Perth WA
$75,000 – $95,000 per year
You will lead the client service experience at 3D Wealth, a financial advice business with high standards and a strong growth trajectory.
You will lead the client service experience at 3D Wealth, a financial advice business with high standards and a strong growth trajectory.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed six days ago

Client Services Manager

at INPRO Australia Pty Ltd

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
$90,000 – $105,000 per year
We provide a friendly and professional workplace, competitive salary based on experience along with opportunity for a flexible working environment.
We provide a friendly and professional workplace, competitive salary based on experience along with opportunity for a flexible working environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed two days ago

Client Implementation Specialist, Investment Services

at Mercer

This is a Full time job

Docklands, Melbourne VIC(Hybrid)
Base salary + Super
  • Join our Investment Services team at Mercer
  • Flexible hybrid working arrangement two days at home
  • Work with our third-party unit registry service provider
  • Join our Investment Services team at Mercer
  • Flexible hybrid working arrangement two days at home
  • Work with our third-party unit registry service provider
You will be the key liaison for the Investment Services team between the third-party unit registry service provider.
You will be the key liaison for the Investment Services team between the third-party unit registry service provider.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day ago

TechBar Analyst

at DXC Technology Australia & New Zealand

This is a Full time job

Sydney NSW
  • Highly engaged and supportive team environment
  • Permanent Opportunity.
  • Career development opportunities.
  • Highly engaged and supportive team environment
  • Permanent Opportunity.
  • Career development opportunities.
The TechBar Analyst provides high-quality, customer-focused IT support within a modern workplace, acting as a key point of contact for end users.
The TechBar Analyst provides high-quality, customer-focused IT support within a modern workplace, acting as a key point of contact for end users.
subClassification: Business/Systems AnalystsBusiness/Systems Analysts
classification: Information & Communication Technology(Information & Communication Technology)
1d ago
1d ago
Listed one day ago

AML Call Support Analyst

at AMLHUB Limited

This is a Full time job

Brisbane QLD(Hybrid)
$65,000 – $75,000 per year (NZD)
Exciting opportunity to work with an industry leader! Calling all administrators and Analysts!
Exciting opportunity to work with an industry leader! Calling all administrators and Analysts!
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed sixteen hours ago

Senior Client Service Officer

at Private Advertiser
Be an early applicant

This is a Full time job

Mile End, Adelaide SA
$70,000 – $90,000 per year
Lead SOA research & advice implementation, supporting advisers and clients in a key Senior Client Services Officer role.
Lead SOA research & advice implementation, supporting advisers and clients in a key Senior Client Services Officer role.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed one day ago

Client Service Officer

at Advance Recruitment Partners Australia

This is a Full time job

Brisbane QLD(Hybrid)
$85,000 - $95,000
  • WFH 2 day a week
  • Onsite Parking and close to public transport
  • City Fringe location
  • WFH 2 day a week
  • Onsite Parking and close to public transport
  • City Fringe location
Work within a close knit team, delivering strategic advice toa long standing loyal client base.
Work within a close knit team, delivering strategic advice toa long standing loyal client base.
Recruited bySteven Reed
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

Client Implementation Analyst

at Equifax Australia

This is a Full time job

North Sydney, Sydney NSW
  • Hybrid with great work life balance
  • Hybrid Technical & Product Growth
  • Hybrid with great work life balance
  • Hybrid Technical & Product Growth
CIA provides end-to-end onboarding support for small-to-medium clients and consults across Equifax on internal product mechanics.
CIA provides end-to-end onboarding support for small-to-medium clients and consults across Equifax on internal product mechanics.
subClassification: Programme & Project ManagementProgramme & Project Management
classification: Information & Communication Technology(Information & Communication Technology)
7d ago
7d ago
Listed two days ago

Client Service Manager - Financial Planning | Hybrid 3:2

at Catalina Consultants

This is a Full time job

South Brisbane, Brisbane QLD(Hybrid)
Base Salary + Super + Excellent Benefits
  • Hybrid 3:2 work model for better work-life balance
  • 5 weeks annual leave plus birthday leave day
  • Strong training, support & growth opportunities, plus Adviser pathway if desired
  • Hybrid 3:2 work model for better work-life balance
  • 5 weeks annual leave plus birthday leave day
  • Strong training, support & growth opportunities, plus Adviser pathway if desired
CSM supporting Financial Advisers with end-to-end advice processes, client service and documentation, with team leadership responsibilities.
CSM supporting Financial Advisers with end-to-end advice processes, client service and documentation, with team leadership responsibilities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty hours ago

Service Desk Quality & Assurance Analyst

at NRI Australia & New Zealand

This is a Full time job

Adelaide SA(Hybrid)
perm role ONSITE in ADL CBD and hybrid
  • Hybrid working arrangement - minimum 3 days per week in Adelaide CBD office.
  • Drive service quality through call and ticket audits, coaching, reporting and co
  • Improve customer experience and Service Desk performance.
  • Hybrid working arrangement - minimum 3 days per week in Adelaide CBD office.
  • Drive service quality through call and ticket audits, coaching, reporting and co
  • Improve customer experience and Service Desk performance.
Drive service quality and customer experience through QA reviews, coaching, reporting and continuous improvement initiatives.
Drive service quality and customer experience through QA reviews, coaching, reporting and continuous improvement initiatives.
subClassification: Testing & Quality AssuranceTesting & Quality Assurance
classification: Information & Communication Technology(Information & Communication Technology)
20h ago
20h ago
Listed six days ago

Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD
$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)
6d ago
6d ago
Listed one day ago

Client Service Officer - Financial Planning

at IQ Capital Group

This is a Full time job

Southport, Gold Coast QLD
20 Year old Award Winning Company Dynamic Professional Team Central Gold Coast location in Modern Office Environment
20 Year old Award Winning Company Dynamic Professional Team Central Gold Coast location in Modern Office Environment
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

Client Service Associate

at Encore Private Wealth Pty Ltd

This is a Full time job

Bundall, Gold Coast QLD
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)
6d ago
6d ago
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