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This is a featured job

at Private Advertiser

This is a Full time job

Hawthorn, Melbourne VIC
$85,000 – $105,000 pa package
An exciting opportunity in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
This is a featured job
  • Focus on career development and growth opportunities
  • Australia's leading fixed-income experts
  • Base + Super + Bonus
Permanent role for Australia's leading fixed-income experts
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
Featured
Listed four days ago

at Private Advertiser

This is a Full time job

Hawthorn, Melbourne VIC
$85,000 – $105,000 pa package
An exciting opportunity in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed five days ago

This is a Full time job

Sydney NSW(Hybrid)
Deliver exceptional client service and operational support, driving seamless transactions, compliance and outstanding stakeholder experiences.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed fifteen days ago
  • Focus on career development and growth opportunities
  • Australia's leading fixed-income experts
  • Base + Super + Bonus
Permanent role for Australia's leading fixed-income experts
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed seventeen hours ago
  • Flexible, supportive, and inclusive workplace culture
  • Meaningful work that positively impacts people's lives
  • Real career progression and mentoring opportunities
Develop your skills, grow your career, and be part of a team that values your ideas and contribution.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
17h ago
Listed twenty two days ago
  • WFH Friday
  • Growth opportunities
  • Great collaborative culture
The Client Service Associate provides high-quality administrative and client support across the financial advice process.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
22d ago
Listed five days ago
  • Focus on career development and growth opportunities
  • Australia's leading fixed-income experts
  • Base + Super + Bonus
Permanent role for Australia's leading fixed-income experts
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed twenty nine days ago
All-rounder financial planning role in a young, dynamic CBD practice. Own advice implementation & grow toward Associate Adviser and Professional Year.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
29d agoExpiring
Listed six days ago

This is a Full time job

Deliver exceptional client support and administration within a leading financial planning firm, partnering with advisers and clients.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed ten days ago
  • Opportunity for career growth and development
  • Work with High-Net-Worth clients
  • Modern office with onsite gym and additional perks
Build a long-term career in wealth management. Develop your skills in administration before advancing to an Associate role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
10d ago
Listed five days ago

This is a Full time job

  • Dynamic work - work from home and office + FlexiFriday (opt in or out)
  • One of Australia's leading financial services providers
  • Build a long-term career in Financial Planning with opportunities to progress
Exciting opportunity to be the client’s first point of contact, responsible for developing relationships, answering inquiries etc.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed twenty three hours ago

This is a Full time job

Melbourne VIC(Hybrid)
$90k - $95k p.a. + including super
Client Service Admin: 4 days/wk (Weds incl.), 12-mo contract, $95k pkg pro-rata. Hybrid CBD role
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
23h ago
Listed one hour ago

This is a Full time job

Parramatta, Sydney NSW
$40.80 ph + super + salary packaging
  • Parramatta | Office-based (5 days per week)
  • $40.80/hr + Super | 5-Week assignment | Potential Extension
  • Ideal for candidates with experience in finance administration!
Immediate start! Government contract supporting vulnerable communities in a rewarding client service role.
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
1h ago
Listed twenty days ago

This is a Full time job

Sydney NSW
$80k to $85k plus super
  • $80k to $85k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
Bring your CSA, Wealth Operations or platform experience to a proactive Global Wealth Manager.
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed three hours ago

This is a Full time job

Client Service Manager | Financial Planning Boutique
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3h ago
Listed four days ago
  • Meaningful end-to-end involvement in advice delivery, not just transactional.
  • Collaborative team with genuine ownership, trust and growth opportunities.
  • Wellness Days, flexible working and competitive remuneration.
Play a key role supporting advisers and clients as part of a collaborative team focused on exceptional client outcomes.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed eight days ago
  • Advice professionals at any level required
  • Development, coaching, education and mentoring guaranteed
  • Opportunity to utlise AI, automation and modern systems
Are you highly motivated and AI savvy? Dynamic and focused business seeking talent, ambition and know-how to learn & help grow an established business
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
8d ago
Listed twenty hours ago

This is a Full time job

Melbourne VIC
$65,000-$70,000 + Super
  • Be a key client contact, delivering clear, consultative end-to-end service
  • Join a supportive, values-driven team with real career growth & mentoring
  • Take ownership of client relationships in a people-first business
Client Services Consultant role in Melbourne CBD. Be the trusted face of a values-driven organisation, guiding clients with warmth and expertise.
subClassification: OtherOther classification: Call Centre & Customer Service(Call Centre & Customer Service)
20h ago
Listed one day ago
Be the welcoming face of our Wealth Management team. A great opportunity for a customer-focused professional to take the next step in their career.
subClassification: ReceptionistsReceptionists classification: Administration & Office Support(Administration & Office Support)
1d ago
Listed one day ago
  • Small supportive team
  • Make the role your own
  • Varied duties
The Client and Administration Services Officer is the central point of contact providing reliable, practice and high quality support.
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
1d ago
Listed four days ago

This is a Full time job

Melbourne VIC(Hybrid)
75-85K Inclusive Super
  • CBD based Mid-Tier Accounting & Wealth advisory Practice
  • Accounting Public Practice experience is ESSENTIAL
  • Opportunity for long term career Path in growing firm
Due to internal promotion a great opportunity has arisen within the client services team of this growing Accounting firm
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
4d ago
Listed four days ago

This is a Full time job

Brisbane QLD
$75,000–$105,000 per year depending on experience
A fantastic opportunity for a Client Services Officer/Manager to join our growing and supportive team.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed fourteen days ago

This is a Full time job

Adelaide SA
$75,000 – $90,000 per year
  • Newly created role within a progressive & growing accounting firm
  • Supportive team environment with scope to improve systems and processes
Join a growing accounting and advisory firm in a hands-on client services role supporting practice administration, compliance and client experience.
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
14d ago
Listed forty eight minutes ago

at Private Advertiser
Be an early applicant

This is a Full time job

Mount Lawley, Perth WA
$75,000 – $110,000 per year
  • Full-time employment, Supportive team, Career growth
  • 3 years experience in a client services/operations role in financial planning
  • Understand AU financial advice regulatory environment, service lifecycle, CRM
Lead Client Services - Join a Growing Team!
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
48m ago
Listed five days ago
  • Join us in delivering exceptional care and support to our Residents at our Home
  • Immediate start available
  • Competitive remuneration and benefits
Bring your energy and passion for enriching the lives of older Australians into this fun, dynamic and varied role.
subClassification: Aged & Disability SupportAged & Disability Support classification: Community Services & Development(Community Services & Development)
5d ago
Listed four hours ago
  • Work with authentic and supportive people who are truly invested in you
  • Join a passionate team who really care about our clients
  • Achieve a true work life balance with four days from home, one in the office!
Deliver exceptional front line client service to ensure our clients feel supported. Use your empathy to help people right wrongs.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
4h ago
Listed seventeen days ago

This is a Full time job

Sydney NSW(Hybrid)
$75,000 – $85,000 + Bonus
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)
17d ago
Listed eleven days ago
  • DO YOU HAVE PREVIOUS EXERIENCE IN FINANCIAL SERVICES ?
  • DO YOU WANT A FRIENDLY AND PROFESSIONAL ENVIRONMENT?
  • DO YOU ENJOY WORKING IN CLIENT SERVICES ?
Support financial planners & clients. Professional development. Competitive salary. Career growth.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty five days ago
Join Canberra’s largest Financial Advice firm as a Client Services Executive, delivering exceptional service and forging lasting client relationships.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
25d agoExpiring
Listed three hours ago

This is a Full time job

Brisbane QLD(Hybrid)
Excellent benefits on offer
  • Every second Friday off!
  • Join a leading provider of integrated accounting, advisory, and wealth services!
  • Fantastic team culture and career opportunities!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
3h ago
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