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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: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
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 three 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)
3d 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 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 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 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 fourteen 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)
14d 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 five days ago

This is a Full time job

Melbourne VIC(Hybrid)
Excellent benefits on offer
  • Enjoy every second Friday off!
  • Join one of Australia's most reputable firms!
  • Highly collaborative team where your contribution is genuinely valued
Love working closely with clients, thrive in a team environment, and want to build a career in financial planning, this could be the role for you!
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed six days ago

at Private Advertiser

This is a Full time job

Enjoy a diverse role that combines client service, administration and advice implementation within a professional financial planning environment.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed fourteen hours ago
  • Build meaningful relationships & make an impact on clients' financial journeys.
  • Receive mentoring and development within a growing wealth management business.
  • Enjoy a supportive, collaborative team culture in our Broadbeach office.
Join our collaborative team in Broadbeach as a Client Service Manager and help deliver exceptional client experiences.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14h ago
Listed five 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)
5d ago
Listed three days ago
  • Build genuine, long-term client relationships in a boutique practice.
  • Join a supportive, values-driven team where your work is appreciated.
  • Flexible work options and opportunities to grow your career.
Join a boutique financial planning team where you'll build lasting client relationships, make a real impact, and be valued every day.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed seven days ago

This is a Casual/Vacation job

Perth WA(Remote)
Work from home with a supportive team. Seeking an experienced Financial Services Administrator who enjoys client contact and flexibility.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
7d 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 thirteen days ago

This is a Full time job

Sydney NSW(Hybrid)
$87,000 package (inc super)
Wealth CS Consultant | Sydney CBD | $87k incl. Super. Hybrid role at a global firm. 1yr+ Wealth/Super exp. required to support Advisors.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed sixteen 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)
16h ago
Listed fourteen hours ago
  • Build a rewarding career where innovation, collaboration, and growth thrive
  • Be part of a team vital to transforming ANZ for the future
  • Turn your passion for people into meaningful impact every day
Help customers achieve their financial goals through exceptional service, tailored solutions, and seamless banking experiences
subClassification: Banking - Retail/BranchBanking - Retail/Branch classification: Banking & Financial Services(Banking & Financial Services)
14h ago
Listed four days ago

This is a Full time job

Miranda, Sydney NSW(Hybrid)
$75,000 – $85,000 per year plus super
Join a boutique advice team in Miranda, build genuine client relationships and gain sophisticated exposure with a clear pathway to grow.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed three days ago
  • Support Financial Advisers in fast-paced team
  • Manage client onboarding and account documentation
  • Process trade settlements and corporate actions
Support Advisers with client onboarding, account docs, KYC/AML compliance, IPO/corporate actions & trade settlements in fast-paced wealth team.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed eleven days ago
  • Eligible to participate in bonus scheme
  • Learning and development opportunities including Morgans' Mentoring program
  • Positive impact on the community through the Morgans’ Foundation
Client-focused role providing front-of-house service and adviser support, coordinating admin, trades and client requests in a fast-paced environment.
subClassification: OtherOther classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty eight 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)
28d agoExpiring
Listed six days ago

This is a Full time job

Eveleigh, Sydney NSW
$90,000 – $110,000 per year
  • Premium salary of $90,000 – $110,000 + Super (negotiable)
  • Working closely with a highly capable senior financial adviser and founder
  • Promising growth into senior practice management or an associate adviser role
We are seeking an experienced Senior Client Services Officer to join our team based in a stylish office at Work Club Locomotive in Eveleigh.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed eleven days ago

This is a Full time job

Sydney NSW(Hybrid)
Competitive salary package based on experience
  • Hybrid working (3:2), CBD location
  • Ongoing training and genuine career development
  • Support high-quality clients in legal, accounting and professional services
Grow your financial planning career in a supportive team delivering exceptional service to professional clients.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty four days ago
A large rapidly growing wealth management business with a broad range of services and great career opportunities.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
Listed nineteen hours ago

This is a Full time job

Canberra ACT(Hybrid)
$80k - $95k p.a.
A leading wealth management firm in Canberra is seeking an organized, client-focused Private Wealth Associate.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
19h ago
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