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Listed two hours ago

Client Services Officer, Cashflow & Equipment Finance

at Indigenous Business Australia

This is a Full time job

Perth WA(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)
2h ago
2h ago
This is a featured job

Data Entry / Client Service Officer - Financial Planning Part-Time 3-4 days

at Life Financial Planners

This is a Part time job

West Perth, Perth WA
$65,000 – $80,000 per year
  • Flexible work Enviroment
  • Up to $80k pro rata (depending on experience)
  • Family-friendly applicants looking for good work/family balance should apply
  • Flexible work Enviroment
  • Up to $80k pro rata (depending on experience)
  • Family-friendly applicants looking for good work/family balance should apply
Perth financial planning practice seeking a reliable and detail‑oriented Data Entry & Administration Assistant to support advisers and client services
Perth financial planning practice seeking a reliable and detail‑oriented Data Entry & Administration Assistant to support advisers and client services
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
Featured
Featured
Listed fifteen minutes ago

Personal Injury, Client Service Manager

at Godfrey Group Recruitment
Be an early applicant

This is a Full time job

Perth WA(Hybrid)
$100k - $120k + Super + Bonus
  • Utilise your financial services knowledge | Make a difference to client's lives
  • Manage relationships via phone & F2F, with a wide range of people and families
  • Own outcomes, autonomous, rewarding & impactful role. Lots of learning & variety
  • Utilise your financial services knowledge | Make a difference to client's lives
  • Manage relationships via phone & F2F, with a wide range of people and families
  • Own outcomes, autonomous, rewarding & impactful role. Lots of learning & variety
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & finance.
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & finance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15m ago
15m ago
Listed one day 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)
1d ago
1d ago
Listed twelve days ago

Client Services Officer

at Australian Finance Group

This is a Full time job

Perth WA(Hybrid)
  • Join a leading financial services company
  • Drive real impact with every customer call
  • Grow your career in a supportive culture
  • Join a leading financial services company
  • Drive real impact with every customer call
  • Grow your career in a supportive culture
Be the first point of contact for our customers, helping them with everyday banking needs, resolving queries, and delivering exceptional service.
Be the first point of contact for our customers, helping them with everyday banking needs, resolving queries, and delivering exceptional service.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed twenty seven days ago

Client Services Associate - Financial Planning

at HPH Solutions
Expiring soon

This is a Full time job

Como, Perth WA
  • Professional development and career progression
  • Flexible work arrangements to support work-life balance
  • Supported path to Employee Share Ownership
  • Professional development and career progression
  • Flexible work arrangements to support work-life balance
  • Supported path to Employee Share Ownership
Exceptional client service, admin support, and career growth in a dynamic financial planning team. Apply now!
Exceptional client service, admin support, and career growth in a dynamic financial planning team. Apply now!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed one day ago

Financial Planning Assistant / Paraplanner

at Approved Financial Planners

This is a Full time job

Floreat, Perth WA
$80,000 – $95,000 per year
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twelve days ago

Client Services Manager

at Chapters Retirement Partners

This is a Full time job

West Perth, Perth WA(Hybrid)
$75,000 – $100,000 per year
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed fourteen days ago

Client Services Manager

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Part time job

Nedlands, Perth WA(Hybrid)
  • Flexible work options available, including work from home
  • Opportunity to grow and progress in your career.
  • Head office in Nedlands
  • Flexible work options available, including work from home
  • Opportunity to grow and progress in your career.
  • Head office in Nedlands
We are a growing practice with a close-knit and supportive team based in Nedlands, and are seeking to appoint a Part-time Client Services Manager.
We are a growing practice with a close-knit and supportive team based in Nedlands, and are seeking to appoint a Part-time Client Services Manager.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed two days ago

Part-Time / Casual Client Services & XPLAN Support Officer

at Meyer Capital

This is a Part time job

Nedlands, Perth WA
  • Flexible work options
  • Work autonomously
  • High quality work environment
  • Flexible work options
  • Work autonomously
  • High quality work environment
This role is designed for someone who values flexibility, autonomy, and being part of a professional but supportive environment. School hours suitable
This role is designed for someone who values flexibility, autonomy, and being part of a professional but supportive environment. School hours suitable
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed thirteen days ago

Client Service Specialist

at PictureWealth

This is a Full time job

Perth WA(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)
13d ago
13d ago
Listed twenty seven days ago

Senior Finance & Corporate Services Leadership Opportunity

at Mosaic Community Care
Expiring soon

This is a Full time job

Jandakot, Perth WA(Hybrid)
Attractive base salary + Super + Fringe benefits
  • Be part of an innovative community-based organisation
  • Highly attractive salary + super + salary packaging
  • Excellent opportunity to contribute to organisational success
  • Be part of an innovative community-based organisation
  • Highly attractive salary + super + salary packaging
  • Excellent opportunity to contribute to organisational success
Exciting opportunity to contribute your leadership skills and experience for making a meaningful difference in people's lives.
Exciting opportunity to contribute your leadership skills and experience for making a meaningful difference in people's lives.
subClassification: General/Business Unit ManagerGeneral/Business Unit Manager
classification: CEO & General Management(CEO & General Management)
27d ago
27d ago
Listed seven days ago

Client Onboarding Specialist - Financial Planning

at HPH Solutions

This is a Full time job

Como, Perth WA
  • Professional development and career progression
  • Flexible work arrangements to support work-life balance
  • Supported path to Employee Share Ownership
  • Professional development and career progression
  • Flexible work arrangements to support work-life balance
  • Supported path to Employee Share Ownership
A people‑focused role guiding new clients through a smooth, confident and well‑supported onboarding experience. Apply now!
A people‑focused role guiding new clients through a smooth, confident and well‑supported onboarding experience. Apply now!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed two days ago

Finance and Insurance Consultant | Rockingham Ford

at Eagers Automotive

This is a Full time job

Rockingham, Perth WA
  • Australia's Largest & Most Admired Automotive Retailer
  • Discounted Vehicles, Servicing, Insurance & Wellness Offerings
  • Excellent Training, Mentoring & Career Development
  • Australia's Largest & Most Admired Automotive Retailer
  • Discounted Vehicles, Servicing, Insurance & Wellness Offerings
  • Excellent Training, Mentoring & Career Development
Guide customers through tailored finance and insurance options, helping them make informed decisions with confidence.
Guide customers through tailored finance and insurance options, helping them make informed decisions with confidence.
subClassification: Sales Representatives/ConsultantsSales Representatives/Consultants
classification: Sales(Sales)
2d ago
2d ago
Listed fifteen days ago

Financial Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$110,000 – $130,000 per year + Perfomance Bonus
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed one day ago

Part-Time Accounts Officer / Operations Support

at Transcend Financial Solutions

This is a Part time job

Applecross, Perth WA
$35 – $40 per hour
Join a growing finance business helping drive efficiency, operations and accounts in a flexible, varied and fast-paced role.
Join a growing finance business helping drive efficiency, operations and accounts in a flexible, varied and fast-paced role.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
1d ago
1d ago
Listed twenty six days ago

Client Relationship Manager (Financial Planning)

at WealthCo Advisory
Expiring soon

This is a Full time job

West Perth, Perth WA(Hybrid)
Client Relationship Manager in a financial planning firm focused on superannuation & retirement, with client exposure, technical work & flexibility.
Client Relationship Manager in a financial planning firm focused on superannuation & retirement, with client exposure, technical work & flexibility.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
26d ago
26d ago
Listed sixteen days ago

Associate Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$90,000 – $110,000 per year
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed one hour ago

Trust Accountant

at Ability Housing
Be an early applicant

This is a Part time job

West Perth, Perth WA(Hybrid)
$80,000 – $100,000 per year
  • Flexible day/times
  • Purposeful
  • Friendly Professional Team
  • Flexible day/times
  • Purposeful
  • Friendly Professional Team
Use your strong skill set and interest in disability or human services to support housing with choice, dignity and independence.
Use your strong skill set and interest in disability or human services to support housing with choice, dignity and independence.
subClassification: AdministrationAdministration
classification: Real Estate & Property(Real Estate & Property)
1h ago
1h ago
Listed fourteen days ago

Portfolio Administration Analyst

at GOW Recruitment

This is a Full time job

Perth WA
$70k to $85k plus super
  • CBD Based
  • Exceptional organisation and Culture
  • $75k to $85k plus super
  • CBD Based
  • Exceptional organisation and Culture
  • $75k to $85k plus super
Well established financial services organisation.
Well established financial services organisation.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed seventeen days ago

Customer Relationship Specialist - Success

at BOQ Group

This is a Full time job

Success, Perth WA
$75,000 – $85,000 per year
  • Invested in your growth and development
  • Located at our Success Branch
  • Join BOQ Group at a time of significant transformation and growth!
  • Invested in your growth and development
  • Located at our Success Branch
  • Join BOQ Group at a time of significant transformation and growth!
Do you have a passion for customer service and want to work with a driven, supportive and fun team? Join BOQ Group
Do you have a passion for customer service and want to work with a driven, supportive and fun team? Join BOQ Group
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed forty minutes ago

Client Relationship Officer

at ScotPac Business Finance
Be an early applicant

This is a Full time job

Perth WA(Hybrid)
  • Kick-start your career in finance with a leading industry organisation
  • Join a supportive team with a fantastic culture and genuine career development
  • Make a meaningful difference by helping business owners achieve success
  • Kick-start your career in finance with a leading industry organisation
  • Join a supportive team with a fantastic culture and genuine career development
  • Make a meaningful difference by helping business owners achieve success
We're looking for a motivated Client Relationship Officer to join our Perth team and play a key role in helping our clients succeed.
We're looking for a motivated Client Relationship Officer to join our Perth team and play a key role in helping our clients succeed.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
40m ago
40m ago
Listed one day ago

Customer Support Representative, Perth

at P&N Bank

This is a Part time job

Perth WA(Hybrid)
  • Fast-paced, dynamic inbound call centre opportunity
  • Bring your passion for customer service and building rapport over the phone
  • Opportunities for career development and ongoing learning
  • Fast-paced, dynamic inbound call centre opportunity
  • Bring your passion for customer service and building rapport over the phone
  • Opportunities for career development and ongoing learning
P&N Bank are seeking passionate sales & customer service professionals on a part-time basis (60hr per fortnight) to join our contact centre.
P&N Bank are seeking passionate sales & customer service professionals on a part-time basis (60hr per fortnight) to join our contact centre.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed twenty six days ago

Client Service Associate

at Capital Partners Consulting Pty Ltd
Expiring soon

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)
26d ago
26d ago
Listed sixteen days 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)
16d ago
16d ago
Listed three days ago

Client Service Administration – Public Practice Accounting

at Hamiltons Accountants Pty Ltd

This is a Full time job

Kardinya, Perth WA
$70,000 – $80,000 plus superannuation
  • Flexible Working Arrangements
  • Zero Take-Home Stress
  • Clear, Structured Routine
  • Flexible Working Arrangements
  • Zero Take-Home Stress
  • Clear, Structured Routine
Join our friendly practice in a flexible, family-friendly role. Support a small team with client services and workflow management. Immediate start.
Join our friendly practice in a flexible, family-friendly role. Support a small team with client services and workflow management. Immediate start.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
3d ago
3d ago
Listed eight days ago

Service Manager Strategic Finance

at City of Cockburn

This is a Full time job

Spearwood, Perth WA
competitive, negotiable remuneration package
  • Attractive remuneration and benefits/5-year fixed term contract
  • Bring your skills to a collaborative, supportive and dynamic team
  • 9-day fortnight, flexible working options and free gym membership
  • Attractive remuneration and benefits/5-year fixed term contract
  • Bring your skills to a collaborative, supportive and dynamic team
  • 9-day fortnight, flexible working options and free gym membership
Our high performing and community focussed team is seeking a proven leader to provide strategic financial management across the City.
Our high performing and community focussed team is seeking a proven leader to provide strategic financial management across the City.
subClassification: ManagementManagement
classification: Accounting(Accounting)
8d ago
8d ago
Listed twenty six days ago

Client Services Team Lead

at Capital Partners Consulting Pty Ltd
Expiring soon

This is a Full time job

West Perth, Perth WA(Hybrid)
  • Lead and develop a trusted, high‑performing client services team
  • Work in an award‑winning, values‑led financial planning firm
  • Influence service standards, workflow and cross‑team delivery
  • Lead and develop a trusted, high‑performing client services team
  • Work in an award‑winning, values‑led financial planning firm
  • Influence service standards, workflow and cross‑team delivery
Lead and develop a high‑performing client services team, driving quality, workflow and collaboration to deliver a consistent client experience.
Lead and develop a high‑performing client services team, driving quality, workflow and collaboration to deliver a consistent client experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
26d ago
26d ago
Listed six days ago

FINANCE BROKER

at ELITE ASSET FINANCE

This is a Full time job

Perth WA
$100,000 – $140,000 per year
Uncapped commission & flexible work. Join our dynamic finance broker team in Perth today.
Uncapped commission & flexible work. Join our dynamic finance broker team in Perth today.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty one days ago

Head of Compliance & Advice

at Boutique Advisers

This is a Full time job

Subiaco, Perth WA(Hybrid)
  • Join a close-knit team where your voice shapes how great advice is delivered
  • More than just a compliance role
  • Be part of a collaborative, supportive, values led business
  • Join a close-knit team where your voice shapes how great advice is delivered
  • More than just a compliance role
  • Be part of a collaborative, supportive, values led business
Step into a senior leadership role where great advice, strong values & genuine collaboration matter — and your voice truly helps shape the firm.
Step into a senior leadership role where great advice, strong values & genuine collaboration matter — and your voice truly helps shape the firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed ten days ago

Business Services Coordinator

at Pioneer Credit Ltd

This is a Full time job

Perth WA
  • Make a real impact through your attention to detail
  • Be trusted to take initiative and get things done
  • Contribute to meaningful, day‑to‑day business outcomes
  • Make a real impact through your attention to detail
  • Be trusted to take initiative and get things done
  • Contribute to meaningful, day‑to‑day business outcomes
Support the smooth, efficient running of Pioneer in a collaborative team where your organisation, initiative and attention to detail make an impact.
Support the smooth, efficient running of Pioneer in a collaborative team where your organisation, initiative and attention to detail make an impact.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
10d ago
10d ago
Listed one day ago

Customer Support Representative, Perth

at P&N Bank

This is a Full time job

Perth WA(Hybrid)
  • Fast-paced, dynamic inbound call centre opportunity
  • Bring your passion for customer service and building rapport over the phone
  • Opportunities for career development and ongoing learning
  • Fast-paced, dynamic inbound call centre opportunity
  • Bring your passion for customer service and building rapport over the phone
  • Opportunities for career development and ongoing learning
P&N Bank are seeking passionate sales & customer service professionals on a full-time basis to join our contact centre located in the Perth CBD.
P&N Bank are seeking passionate sales & customer service professionals on a full-time basis to join our contact centre located in the Perth CBD.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
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