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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 one day 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)
1d ago
1d ago
Listed seven 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)
7d ago
7d ago
Listed thirteen days ago

Client Services Associate

at Profusion PAC Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
  • Global and Reputable Fund Manager
  • Permanent Opportunity | Attractive Career Pathways
  • Beautiful Office Located Centrally Within Melbourne CBD
  • Global and Reputable Fund Manager
  • Permanent Opportunity | Attractive Career Pathways
  • Beautiful Office Located Centrally Within Melbourne CBD
Excellent opportunity to be a part of a high performing team in a global leading investment management company and support their retail clients.
Excellent opportunity to be a part of a high performing team in a global leading investment management company and support their retail clients.
Recruited byKim Nguyen
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed nineteen days ago

Client Services Associate - Institutional Clients

at Kaizen Recruitment

This is a Contract/Temp job

Melbourne VIC(Hybrid)
$45 - 65 per hour
  • Can be hired as a 6 or 12 month contract - Open to Working Holiday Visas
  • Diverse role with exposure to all areas of the business
  • Melbourne CBD location
  • Can be hired as a 6 or 12 month contract - Open to Working Holiday Visas
  • Diverse role with exposure to all areas of the business
  • Melbourne CBD location
Deliver customized solutions, support sales opportunities, provide competitor analysis and offer product data and reporting to institutional clients
Deliver customized solutions, support sales opportunities, provide competitor analysis and offer product data and reporting to institutional clients
Recruited byJulian Soames
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed fifteen days ago

Client Service Associate

at Triangulate Knowledge

This is a Full time job

Sydney NSW(Hybrid)
We are looking for a Client Service Associate to work alongside the investment industry’s senior players.
We are looking for a Client Service Associate to work alongside the investment industry’s senior players.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed fourteen days ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Melbourne VIC(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed five days ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Sydney NSW(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twenty seven days ago

Client Services Associate

at Giesecke and Devrient

This is a Full time job

Knoxfield, Melbourne VIC(Hybrid)
Join our dynamic team at G+D, a global leader in secure payment and banking technologies as a Client Services Associate.
Join our dynamic team at G+D, a global leader in secure payment and banking technologies as a Client Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed eight days ago

Client Service Manager / Broker Associate — Mortgage Broking

at Inovayt

This is a Full time job

West Melbourne, Melbourne VIC(Hybrid)
$70,000 – $85,000 + super + bonus
  • $70K–$85K + super + bonus, salary published transparently
  • Genuine credit exposure with clear pathway to Broker Associate or Broker
  • Hybrid, new West Melbourne office, award-winning brokers to learn from
  • $70K–$85K + super + bonus, salary published transparently
  • Genuine credit exposure with clear pathway to Broker Associate or Broker
  • Hybrid, new West Melbourne office, award-winning brokers to learn from
High-volume mortgage broking role with genuine credit exposure. CSM + Broker Associate hybrid. Clear pathway to Broker.
High-volume mortgage broking role with genuine credit exposure. CSM + Broker Associate hybrid. Clear pathway to Broker.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed thirteen 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)
13d ago
13d ago
Listed seven 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)
7d ago
7d ago
Listed twenty seven days ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Melbourne VIC(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed thirteen 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)
13d ago
13d ago
Listed four days ago

Client Services Coordinator

at Roc Consulting

This is a Full time job

Sydney NSW(Hybrid)
$85k - $100k p.a. + including super
  • Impressive Mid Tier Firm based in Sydney CBD
  • ASIC Corp Sec focus
  • Incredible culture, modern office layout
  • Impressive Mid Tier Firm based in Sydney CBD
  • ASIC Corp Sec focus
  • Incredible culture, modern office layout
Great opportunity with a Mid Tier firm based in Sydney CBD for a strong client services coordinator with ASIC Corp Sec experience. Friendly team.
Great opportunity with a Mid Tier firm based in Sydney CBD for a strong client services coordinator with ASIC Corp Sec experience. Friendly team.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
4d ago
4d ago
Listed one day ago

Client Services Administrator

at Wasply

This is a Full time job

Adelaide SA(Hybrid)
Up to $85,000 + super
  • Join a highly respected firm with a modern, tech-driven approach
  • Work within a fully cloud-based environment embracing AI-driven efficiencies
  • Premium office, exceptional culture, and genuine work-life balance
  • Join a highly respected firm with a modern, tech-driven approach
  • Work within a fully cloud-based environment embracing AI-driven efficiencies
  • Premium office, exceptional culture, and genuine work-life balance
Join a forward-thinking accounting and advisory firm where innovation, flexibility, and collaboration sits at the core.
Join a forward-thinking accounting and advisory firm where innovation, flexibility, and collaboration sits at the core.
Recruited byTristan Vaughan
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
1d ago
1d ago
Listed twenty hours ago

Client Services Officer, Debt Markets - Perpetual Corporate Trust

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Max Term Contract Opportunity: 12 to 13 Months
  • Centrally located CBD offices with easy access to public transport
  • Work in brand new, state of the art offices in the heart of Sydney's CBD
  • Max Term Contract Opportunity: 12 to 13 Months
  • Centrally located CBD offices with easy access to public transport
  • Work in brand new, state of the art offices in the heart of Sydney's CBD
This role offers an exciting opportunity to contribute to the Client Services Team, focusing on the administration of payment functions.
This role offers an exciting opportunity to contribute to the Client Services Team, focusing on the administration of payment functions.
subClassification: SettlementsSettlements
classification: Banking & Financial Services(Banking & Financial Services)
20h ago
20h ago
Listed twenty days ago

Client Service & Operations Associate - Private Wealth - 12m initial contract

at Anton Murray Consulting

This is a Contract/Temp job

Sydney NSW(Hybrid)
$90-100k base
  • Long term contract role - No WHVs will be considered
  • $90-100k base equivalent
  • Global Wealth Manager
  • Long term contract role - No WHVs will be considered
  • $90-100k base equivalent
  • Global Wealth Manager
Seeking an experienced Wealth Management Operations candidate for an initial 12 mth contract- 2+ years relevant experince required
Seeking an experienced Wealth Management Operations candidate for an initial 12 mth contract- 2+ years relevant experince required
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed seven days ago

Client Services Officer - Corporate Benefits & Superannuation

at Gallagher Benefit Services

This is a Full time job

Perth WA(Hybrid)
  • On the job training and RG146 certification provided
  • A large, diverse and well-established organisation
  • Located in Perth CBD, hybrid working and great employee benefits
  • On the job training and RG146 certification provided
  • A large, diverse and well-established organisation
  • Located in Perth CBD, hybrid working and great employee benefits
This is a great opportunity for an experienced Client Services Officer supporting Corporate Super & Employee Benefits Consultants & Clients.
This is a great opportunity for an experienced Client Services Officer supporting Corporate Super & Employee Benefits Consultants & Clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Client Services Officer (Financial Advice)

at Gallagher Benefit Services

This is a Full time job

Brisbane QLD(Hybrid)
  • Join an industry leader with a clear focus on career development & mentoring
  • Finalists for the 2026 Australasian Inspiring Workplace Awards!
  • Hybrid working and great employee benefits
  • Join an industry leader with a clear focus on career development & mentoring
  • Finalists for the 2026 Australasian Inspiring Workplace Awards!
  • Hybrid working and great employee benefits
Are you a Client Service Officer with life insurance experience looking for a supportive team that genuinely backs one another? Join our Brisbane team
Are you a Client Service Officer with life insurance experience looking for a supportive team that genuinely backs one another? Join our Brisbane team
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed fifteen days ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

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.
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)
15d ago
15d ago
Listed six days ago

New Business & Client Support

at Hunter Financial

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW(Hybrid)
First point of contact for clients, supporting advisers and managing new business while delivering a quality client experience.
First point of contact for clients, supporting advisers and managing new business while delivering a quality client experience.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
6d ago
6d ago
Listed seven 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)
7d ago
7d ago
Listed fourteen 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)
14d ago
14d ago
Listed eight 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)
8d ago
8d ago
Listed five days ago

Client Service Officer, Custody - Perpetual Corporate Trust

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Enjoy up to six weeks of leave
  • Modern, centrally located CBD offices
  • Opportunities to grow your career
  • Enjoy up to six weeks of leave
  • Modern, centrally located CBD offices
  • Opportunities to grow your career
Manage a portfolio of custody clients
Manage a portfolio of custody clients
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed seven 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)
7d ago
7d ago
Listed twelve 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)
12d ago
12d ago
Listed five 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)
5d ago
5d ago
Listed five days ago

Client Services Officer, Cashflow & Equipment Finance

at Indigenous Business Australia

This is a Full time job

Melbourne VIC(Hybrid)
$107789 - $119506 p.a.
Work with an organisation that drives financial inclusion and economic empowerment with Aboriginal and Torres Strait Islander people.
Work with an organisation that drives financial inclusion and economic empowerment with Aboriginal and Torres Strait Islander people.
subClassification: Government - FederalGovernment - Federal
classification: Government & Defence(Government & Defence)
5d ago
5d ago
Listed seven days 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)
7d ago
7d ago
Listed six days ago

Client Services 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)
6d ago
6d ago
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