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This is a featured job

Client Services Associate (Administrator)

at Australian National Consulting

This is a Full time job

Albert Park, Melbourne VIC
  • A supportive, close-knit team environment where your contribution is valued
  • Direct access to experienced advisers and mentoring
  • A stable long-term employment with an established business and loyal client base
  • A supportive, close-knit team environment where your contribution is valued
  • Direct access to experienced advisers and mentoring
  • A stable long-term employment with an established business and loyal client base
Your role will assist smooth running of client administration and advice implementation. This is a hands-on expirence to the full advice process.
Your role will assist smooth running of client administration and advice implementation. This is a hands-on expirence to the full advice process.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Head of Client Services

at Private Advertiser

This is a Full time job

Sydney NSW(Hybrid)
  • Exciting leadership opportunity in Financial Planning!
  • Key role!
  • Enthusiastic and vibrant team!
  • Exciting leadership opportunity in Financial Planning!
  • Key role!
  • Enthusiastic and vibrant team!
Lead a high-performing team, drive operational excellence, and shape an outstanding end-to-end client experience.
Lead a high-performing team, drive operational excellence, and shape an outstanding end-to-end client experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty three hours ago

Client Services Officer - Financial Planning

at Frontier Financial Group

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + Super
Join Frontier Financial Group - a respected, client‑first financial planning firm and build a long‑term career in client services
Join Frontier Financial Group - a respected, client‑first financial planning firm and build a long‑term career in client services
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
23h ago
23h ago
Listed two hours ago

Senior Client Services Officer

at Findex
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
Excellent benefits on offer
  • Excellent career opportunity with one of Australia's leading firms!
  • Enjoy a 9-day fortnight!
  • Fantastic team and supportive culture
  • Excellent career opportunity with one of Australia's leading firms!
  • Enjoy a 9-day fortnight!
  • Fantastic team and supportive culture
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
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)
2h ago
2h ago
Listed 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)
7d ago
7d ago
Listed two hours ago

Senior Client Services Officer

at Findex
Be an early applicant

This is a Full time job

Melbourne VIC(Hybrid)
Excellent benefits on offer
  • Enjoy a 9 day fortnight!
  • Excellent career opportunity in our Wealth Management division
  • Join one of Australia's leading firms!
  • Enjoy a 9 day fortnight!
  • Excellent career opportunity in our Wealth Management division
  • Join one of Australia's leading firms!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
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)
2h ago
2h ago
Listed four days ago

Client Service Associate

at Solomons Wealth Management

This is a Full time job

Brisbane QLD
  • Work closely with senior advisers and private wealth clients
  • Gain exposure to advice, portfolios, markets and direct equities
  • Build a long-term wealth management career in Brisbane CBD
  • Work closely with senior advisers and private wealth clients
  • Gain exposure to advice, portfolios, markets and direct equities
  • Build a long-term wealth management career in Brisbane CBD
Build your career in private wealth supporting senior advisers across client service, financial planning and investment administration.
Build your career in private wealth supporting senior advisers across client service, financial planning and investment administration.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed seven days ago

Client Services Administrator (Platform Services)

at Fiducian Services Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
  • Work in a leading ASX-listed financial services organisation.
  • Work in a supportive and collaborative team that values teamwork
  • Competitive remuneration package reflecting your expertise and experience.
  • Work in a leading ASX-listed financial services organisation.
  • Work in a supportive and collaborative team that values teamwork
  • Competitive remuneration package reflecting your expertise and experience.
We have an exciting opportunity available as a Client Services Administrator within a financial services organisation.
We have an exciting opportunity available as a Client Services Administrator within a financial services organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Client Service Officer

at Ascentis Financial Services

This is a Full time job

Southport, Gold Coast QLD
A fantastic opportunity for someone with a passion for financial planning to join our dynamic team.
A fantastic opportunity for someone with a passion for financial planning to join our dynamic team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

Client Services Associate (Administrator)

at Australian National Consulting

This is a Full time job

Albert Park, Melbourne VIC
  • A supportive, close-knit team environment where your contribution is valued
  • Direct access to experienced advisers and mentoring
  • A stable long-term employment with an established business and loyal client base
  • A supportive, close-knit team environment where your contribution is valued
  • Direct access to experienced advisers and mentoring
  • A stable long-term employment with an established business and loyal client base
Your role will assist smooth running of client administration and advice implementation. This is a hands-on expirence to the full advice process.
Your role will assist smooth running of client administration and advice implementation. This is a hands-on expirence to the full advice process.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed two days ago

Client Service Specialist

at PictureWealth

This is a Full time job

North Adelaide, Adelaide SA(Hybrid)
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty two hours ago

Head of Client Services

at Private Advertiser

This is a Full time job

Sydney NSW(Hybrid)
  • Exciting leadership opportunity in Financial Planning!
  • Key role!
  • Enthusiastic and vibrant team!
  • Exciting leadership opportunity in Financial Planning!
  • Key role!
  • Enthusiastic and vibrant team!
Lead a high-performing team, drive operational excellence, and shape an outstanding end-to-end client experience.
Lead a high-performing team, drive operational excellence, and shape an outstanding end-to-end client experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22h ago
22h ago
Listed twenty one hours ago

Customer Advocate - Australia

at Selfwealth by Syfe

This is a Full time job

Melbourne VIC(Hybrid)
  • Join a team that values ownership, curiosity and continuous improvement
  • Hybrid work and modern offices
  • Learning budget and clear pathways for career growth
  • Join a team that values ownership, curiosity and continuous improvement
  • Hybrid work and modern offices
  • Learning budget and clear pathways for career growth
Join APAC’s leading digital wealth platform, empowering people to build their wealth for a better future.
Join APAC’s leading digital wealth platform, empowering people to build their wealth for a better future.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21h ago
21h ago
Listed eight days ago

Financial Support Specialist

at Liberty Financial

This is a Full time job

Melbourne VIC
  • Career Growth & Development
  • Join an Inclusive and Innovative Company
  • Plenty of Staff Benefits & Perks!
  • Career Growth & Development
  • Join an Inclusive and Innovative Company
  • Plenty of Staff Benefits & Perks!
If you are a recent finance / business graduate looking for your new career, then keep reading!
If you are a recent finance / business graduate looking for your new career, then keep reading!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed one day ago

Inbound Customer Service Officer - Financial Services 6 Month Temp

at Johnson Recruitment

This is a Contract/Temp job

Nedlands, Perth WA
$35.71 per hour + super
  • $35.71 per hour + super
  • Immediate commencement
  • Full Time or Part Time hours to suit
  • $35.71 per hour + super
  • Immediate commencement
  • Full Time or Part Time hours to suit
6 month temp In-bound client service officer role processing phone applications and supporting beneficiaries in a fast-paced environment.
6 month temp In-bound client service officer role processing phone applications and supporting beneficiaries in a fast-paced environment.
Recruited byZach Lever
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed six days ago

Client Services Officer

at Focus Partners Australia

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Great location in Fortitude Valley near James St
  • Be part of the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Build a long term career in financial advice
  • Great location in Fortitude Valley near James St
  • Be part of the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Build a long term career in financial advice
Join Focus Partners Australia at a pivotal moment. We’re looking for a Client Services Officer to join our team in Brisbane
Join Focus Partners Australia at a pivotal moment. We’re looking for a Client Services Officer to join our team in Brisbane
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed one day ago

Senior Client Services Officer

at Capital Recruit

This is a Full time job

Canberra ACT
Want to take your career to the next level in the financial advisory space ? Then this is the opportunity for you!
Want to take your career to the next level in the financial advisory space ? Then this is the opportunity for you!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

Investment Administration

at Mecca Recruitment Group

This is a Full time job

Melbourne VIC(Hybrid)
Provide bond administration, adviser support, reporting and compliance within a structured financial services environment with an excellent culture.
Provide bond administration, adviser support, reporting and compliance within a structured financial services environment with an excellent culture.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty seven days ago

Client Services Officer

at Emerging Wealth

This is a Full time job

Sydney NSW(Remote)
$60,000 – $75,000 per year
Why you'll love this role: impact, ownership & growth. Help transform lives, own the client journey end-to-end, and build into a client facing career.
Why you'll love this role: impact, ownership & growth. Help transform lives, own the client journey end-to-end, and build into a client facing career.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed seven days ago

Client Services Officer

at Kuda Wealth Pty Ltd
Immediate start

This is a Part time job

Preston, Melbourne VIC(Hybrid)
$70,000+ pro-rata
Seeking two experienced Client Services Officers to provide support across client admin, SMSFs, platforms, diaries & Centrelink. 5+ years required.
Seeking two experienced Client Services Officers to provide support across client admin, SMSFs, platforms, diaries & Centrelink. 5+ years required.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed two days ago

Finance Specialist

at Finspark Finance

This is a Full time job

Biggera Waters, Gold Coast QLD
$85,000 – $127,500 per year
  • Career growth opportunities with full training and support provided
  • Work with a trusted brokerage and a wide panel of lenders
  • Office-based role in Biggera Waters with a vibrant, close-knit team
  • Career growth opportunities with full training and support provided
  • Work with a trusted brokerage and a wide panel of lenders
  • Office-based role in Biggera Waters with a vibrant, close-knit team
Join Finspark Finance as a Finance Specialist and help clients find tailored finance solutions in a fast-paced, supportive team.
Join Finspark Finance as a Finance Specialist and help clients find tailored finance solutions in a fast-paced, supportive team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed eleven days ago

Financial Planning Client Services Officer

at Hive Financial Planning

This is a Full time job

Rockhampton, Rockhampton & Capricorn Coast QLD
  • Flexible work arrangements to support work-life balance
  • Small supportive and vibrant team
  • Ongoing Development and Career Progression
  • Flexible work arrangements to support work-life balance
  • Small supportive and vibrant team
  • Ongoing Development and Career Progression
Grow your finance industry career with Hive. Excellent benefits, training, and work-life balance.
Grow your finance industry career with Hive. Excellent benefits, training, and work-life balance.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
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