Senior Client Services Associate Jobs (with Salaries)

This is a featured job

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)

$75,000 – $85,000 per year + super + bonus

Hybrid working from modern Melbourne CBD office
Clear pathway to Financial Planner — we promote from within
Work directly with Financial Planners, Associates and Head of Wealth

Hybrid working from modern Melbourne CBD office
Clear pathway to Financial Planner — we promote from within
Work directly with Financial Planners, Associates and Head of Wealth

Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Featured

This is a featured job

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD(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)

Featured

Listed four days 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!

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed three days ago

Senior Client Services Officer/Associate

at Bentley Recruitment

This is a Full time job

Brisbane QLD

Up to $130,000 package

Exposure to complex HNW and UHNW clients/advice
Collaborative and professional team environment
Above market remuneration on offer

Exposure to complex HNW and UHNW clients/advice
Collaborative and professional team environment
Above market remuneration on offer

Senior support role assisting a Director with HNW clients, advice implementation, workflow management and client service delivery.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

3d ago

Listed one day ago

Client Services Associate

at Kennedy Reid

This is a Full time job

Brisbane QLD

90000

Varied position with no two days looking the same
Strong career progression and long-term development opportunities
Join a highly respected and growing financial services environment

Varied position with no two days looking the same
Strong career progression and long-term development opportunities
Join a highly respected and growing financial services environment

Be part of a highly respected financial services environment in a broad support role

Recruited byCarla Byrom

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

1d ago

Listed twenty two 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

Recruited byJulian Soames

subClassification: Funds ManagementFunds Management

classification: Banking & Financial Services(Banking & Financial Services)

22d ago

Listed twenty one days ago

Administration & Client Services Associate

at Hays | Banking

This is a Full time job

Sydney NSW

High growth investment firm
Genuine scope for development & progression
Partner with major global institutions & wealth advisors

High growth investment firm
Genuine scope for development & progression
Partner with major global institutions & wealth advisors

A rare opportunity to work directly alongside a highly respected founder

subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking

classification: Banking & Financial Services(Banking & Financial Services)

21d ago

Listed four days ago

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)

$75,000 – $85,000 per year + super + bonus

Hybrid working from modern Melbourne CBD office
Clear pathway to Financial Planner — we promote from within
Work directly with Financial Planners, Associates and Head of Wealth

Hybrid working from modern Melbourne CBD office
Clear pathway to Financial Planner — we promote from within
Work directly with Financial Planners, Associates and Head of Wealth

Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed sixteen hours ago

Client Service Associate

at Encore Private Wealth Pty Ltd

Be an early applicant

This is a Full time job

Bundall, Gold Coast QLD

Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

16h ago

Listed eighteen days ago

Senior Client Services Manager

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC(Hybrid)

$110,000 per year plus super

Senior Client Services Manager / EA role in financial planning. Support UHNW clients, senior advisor needs, and enjoy growth, variety and flexibility.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

18d ago

Listed seven days ago

Client Service Associate - Wealth / Financial Planning

at GOW Recruitment

This is a Full time job

Melbourne VIC

$90k to $100k plus super

$90k to $100k plus super
Prime CBD location
Dedicated and Driven team environment

$90k to $100k plus super
Prime CBD location
Dedicated and Driven team environment

Exceptional opportunity to join a dynamic and professional advisory team.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

7d ago

Listed seven days ago

Client Service Associate

at Keegan Adams Recruitment Pty Ltd

This is a Full time job

Sydney NSW

Client Service Manager | Financial Planning Boutique

Recruited byRosie Keegan

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

7d ago

Listed sixteen 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.

Recruited byKim Nguyen

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

16d ago

Listed ten days ago

Senior Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

North Sydney, Sydney NSW(Hybrid)

$90,000 - $105,000 + Superannuation + Bonus

Exposure to complex strategies - drive implementation process
Manage client relationships on behalf of the advisers
Multiple platforms, FIN 365 and exposure to process automation

Exposure to complex strategies - drive implementation process
Manage client relationships on behalf of the advisers
Multiple platforms, FIN 365 and exposure to process automation

Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

10d ago

Listed four days ago

Client Services Manager / Admin Officer

at Southern Cross Business Advisers

This is a Part time job

Melbourne VIC

Diverse role across accounting and forensic services
Supportive and collaborative team environment
Professional growth and long-term career opportunity

Diverse role across accounting and forensic services
Supportive and collaborative team environment
Professional growth and long-term career opportunity

proactive Client Services Manager Administration Officer provide administrative and workflow support across our accounting and forensic

subClassification: Administrative AssistantsAdministrative Assistants

classification: Administration & Office Support(Administration & Office Support)

4d ago

Listed eight days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

Sydney NSW

$90,000 – $100,000 + Super + Bonus

2 days a week work from home
Excellent culture and staff retention
Flexible working environment

2 days a week work from home
Excellent culture and staff retention
Flexible working environment

A flagship financial advice group based near Wynyard is looking for a Client Service Manager to join their growing advice team.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

8d ago

Listed four days ago

Client Services Manager

at Bentley Recruitment

This is a Full time job

Brisbane QLD

Circa $100000 + super

Clear pathway into Professional Year (PY) and Adviser progression
Supportive team with strong training and development
Broad role across client service and advice implementation

Clear pathway into Professional Year (PY) and Adviser progression
Supportive team with strong training and development
Broad role across client service and advice implementation

Manage a team of CSO's supporting high-quality, holistic advice while working within a collaborative and supportive environment.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed two days ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD(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)

2d ago

Listed four days ago

Client Services Officer (CSO)

at Pinnacle Wealth Partners

This is a Full time job

St Leonards, Sydney NSW

$70,000 – $85,000 per year

Step into a Client Services Officer role with real growth potential, a close-knit team, and clients who value you.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed one day ago

Client Services Team Lead

at MAYDAY Recruitment

This is a Full time job

Sydney NSW(Hybrid)

$120,000.00 - $125,000.00 package

Exciting opportunity for a strong leader with a passion for service excellence, coaching & operational performance.

subClassification: Supervisors/Team LeadersSupervisors/Team Leaders

classification: Call Centre & Customer Service(Call Centre & Customer Service)

1d ago

Listed four days 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.

Recruited byTristan Vaughan

subClassification: Administrative AssistantsAdministrative Assistants

classification: Administration & Office Support(Administration & Office Support)

4d ago

Listed four days ago

Client Relationship Lead Victoria - NDIS SIL

at Private Advertiser

This is a Full time job

Melbourne VIC(Remote)

Flexible working environment - Work/life balance - Hybrid
Fast paced, fast growing, supportive work enviroment
Make a difference everyday

Flexible working environment - Work/life balance - Hybrid
Fast paced, fast growing, supportive work enviroment
Make a difference everyday

Be in a career where you will be rewarded for assisting people to improve their lives.

subClassification: Aged & Disability SupportAged & Disability Support

classification: Community Services & Development(Community Services & Development)

4d ago

Listed seventeen hours ago

Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD

$75,000 – $90,000 per year (subject to experience)

Comfortable working environment.
Eligibility for bonus participation after probation period.
Team approach to delivering great outcomes.

Comfortable working environment.
Eligibility for bonus participation after probation period.
Team approach to delivering great outcomes.

We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

17h ago

Listed four days ago

Client Services Officer

at Acuity Wealth Management

This is a Full time job

Hobart TAS

We are a dynamic and growing financial planning practice seeking a client services officer to work within our tight-knit supportive team.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed two days ago

Head of Client Services

at Relationships Australia NSW

This is a Contract/Temp job

Macquarie Park, Sydney NSW(Hybrid)

Leadership role - lead strategy execution and operational excellence
Purpose-driven organisation making a real impact in communities
Drive performance and enhance client outcomes

Leadership role - lead strategy execution and operational excellence
Purpose-driven organisation making a real impact in communities
Drive performance and enhance client outcomes

Drive strategy, operational excellence, and commercial performance while leading teams to deliver high-quality, client-focused services.

subClassification: ManagementManagement

classification: Community Services & Development(Community Services & Development)

2d ago

Listed ten 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!

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

10d ago

Listed seven 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.

subClassification: Administrative AssistantsAdministrative Assistants

classification: Administration & Office Support(Administration & Office Support)

7d ago

Listed eight days ago

Client Advisor

at Alzheimer's Association of Queensland

This is a Full time job

Upper Mount Gravatt, Brisbane QLD

Make a real difference helping older Australians access the care they need.
Play a key role in intake and service growth across aged care programs.
Join a supportive, purpose-driven team in a stable full-time role.

Make a real difference helping older Australians access the care they need.
Play a key role in intake and service growth across aged care programs.
Join a supportive, purpose-driven team in a stable full-time role.

Join a purpose-driven organisation supporting older Australians to access aged care through warm, phone-based intake and meaningful conversations.

subClassification: Aged & Disability SupportAged & Disability Support

classification: Community Services & Development(Community Services & Development)

8d ago

Listed twenty hours ago

Client Services

at Focus Partners

This is a Full time job

Albury, Albury Area NSW

plus super

Genuine career pathway into Financial Planning
Work alongside experienced Financial Advisers
Diverse role with client interaction and advice implementation exposure

Genuine career pathway into Financial Planning
Work alongside experienced Financial Advisers
Diverse role with client interaction and advice implementation exposure

Join our Financial Services team and build your career in Financial Planning while delivering exceptional client service

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

20h ago

Listed eighteen hours ago

Client Service Manager

at Private Advertiser

Be an early applicant

This is a Part time job

Rivervale, Perth WA

$70,000 – $95,000 per year

Exceptional client service role with a leading financial planning firm. Supportive culture, training and development.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

18h ago

Listed nineteen days ago

Client Services Associate

at Spark Insurance Solutions

This is a Part time job

Newcastle, Newcastle, Maitland & Hunter NSW

$28 – $32 per hour

Part-time client services role in a financial advice practice, providing flexible work hours, competitive salary and opportunities for growth.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

19d ago

Listed eighteen 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.

subClassification: Account & Relationship ManagementAccount & Relationship Management

classification: Banking & Financial Services(Banking & Financial Services)

18d ago

726 senior client services associate jobs in Australia

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