Senior Client Services Jobs (with Salaries)

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.

subClassification: Financial PlanningFinancial Planning

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

Featured•Expiring

This is a featured job

Senior Client Services Officer

at SmartMove Advice Pty Ltd

This is a Full time job

Ashmore, Gold Coast QLD

$85,000 – $100,000 per year

We are looking for a proactive Senior Client Services Officer to join our supportive team and help deliver a smooth and positive client experience.

subClassification: Financial PlanningFinancial Planning

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

Featured

Listed twenty four days 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.

subClassification: Financial PlanningFinancial Planning

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

24d ago•Expiring

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

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 twenty two days ago

Senior Client Services Officer

at SmartMove Advice Pty Ltd

This is a Full time job

Ashmore, Gold Coast QLD

$85,000 – $100,000 per year

We are looking for a proactive Senior Client Services Officer to join our supportive team and help deliver a smooth and positive client experience.

subClassification: Financial PlanningFinancial Planning

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

22d 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 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 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 four days ago

Client Services Administrator

at Rezonate Recruitment

This is a Full time job

Brisbane QLD

$70,000 – $85,000 per year

Competitive salaries and flexibility provided
Training and career development
Exposure to all aspects of Accounting Administration

Competitive salaries and flexibility provided
Training and career development
Exposure to all aspects of Accounting Administration

An established and growing professional services firm is seeking a Client Services & Administration Coordinator to join their team.

Recruited bySophie Wheal

subClassification: Administrative AssistantsAdministrative Assistants

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

4d ago

Listed fourteen days ago

Senior Client Services Manager

at Findex

This is a Full time 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 and opportunity to lead a high perofmring team

Flexi-Friday - compressed work fortnight (opt in or out)
Hybrid work - work from home and office - great flexibility
Supportive team environment and opportunity to lead a high perofmring team

Take on a pivotal leadership role within our Wealth Client Services team. Drive exceptional client outcomes and develop a high-performing team!

subClassification: Financial PlanningFinancial Planning

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

14d 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 nine days ago

Client Services - Wealth Management

at Blake Oliver

This is a Full time job

Sydney NSW(Hybrid)

CSM - supporting 4 Advisors in Sydney

subClassification: Financial PlanningFinancial Planning

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

9d ago

Listed nineteen hours ago

Senior Customer Success Manager

at The Lookout Way

This is a Full time job

Brisbane QLD(Remote)

$135,000 per year + super

Lead strategic customer success for aged care SaaS, guiding adoption, managing stakeholders and driving long-term outcomes.

subClassification: Aged & Disability SupportAged & Disability Support

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

19h 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 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 eleven 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.

subClassification: Financial PlanningFinancial Planning

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

11d ago

Listed seventeen days ago

Senior Client Services Officer

at Findex

This is a Full time job

Sydney NSW(Hybrid)

Excellent benefits on offer

Excellent opportunity with one of Australia's leading firms
Enjoy a 9-day fortnight!
Fantastic team of professionals

Excellent opportunity with one of Australia's leading firms
Enjoy a 9-day fortnight!
Fantastic team of professionals

Are you looking to further your Client Services career? Join our Wealth Implementation team!

subClassification: Client ServicesClient Services

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

17d ago

Listed one day ago

Client Services Team Lead

at Wasply

Be an early applicant

This is a Full time job

Brisbane QLD

$80,000 – $90,000 per year

Take ownership of systems and client services operations
City fringe - beat the CBD commute + onsite parking included
Work directly with hands-on Directors in a growing firm

Take ownership of systems and client services operations
City fringe - beat the CBD commute + onsite parking included
Work directly with hands-on Directors in a growing firm

Are you an experienced Senior Client Services Officer ready for a genuine step up? Join a growing, well-run accounting firm on Brisbane's city fringe.

subClassification: Administrative AssistantsAdministrative Assistants

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

1d ago

Listed twenty three days ago

Senior Client Services Officer

at Findex

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!

subClassification: Client ServicesClient Services

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

23d ago•Expiring

Listed nine days ago

Client Services Manager

at Method Recruitment Group

This is a Part time job

Preston, Melbourne VIC

$60 – $65 per hour + super

Part-time 3 month contract to help lead disability services, improve outcomes, and drive growth across multi-service programs.

subClassification: Aged & Disability SupportAged & Disability Support

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

9d ago

Listed seventeen hours ago

Customer and Contract Lead

at Calvary Administration Pty Limited

Be an early applicant

This is a Full time job

Melbourne VIC

Make a difference at one of Australia’s leading health care providers!
Generous salary packaging benefits, ongoing professional development and support
Permanent Full-Time position

Make a difference at one of Australia’s leading health care providers!
Generous salary packaging benefits, ongoing professional development and support
Permanent Full-Time position

We are looking for a Customer and Contract Lead to join our team at Calvary

subClassification: Client & Sales AdministrationClient & Sales Administration

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

17h ago

Listed seventeen hours ago

Client Service Officer

at Advance Recruitment Partners Australia

This is a Full time job

Brisbane QLD

$75000 - $100000

Brisbane CBD Location
Career client service role | Focus on excellence in client delivery
Supportive team & structured onboarding | Exposure to broad range of clients

Brisbane CBD Location
Career client service role | Focus on excellence in client delivery
Supportive team & structured onboarding | Exposure to broad range of clients

Manage client relationships and work as part of a larger team. Advice implementation focus. Fun and supportive team culture.

Recruited bySamantha Reed

subClassification: Client ServicesClient Services

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

17h 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 twenty one days ago

Client Service Manager

at Profusion PAC Pty Ltd

This is a Full time job

Sydney NSW

$80,000 - $120,000 plus super plus bonus

Attractive Salary
Long term development opportunities
Boutique high performing team

Attractive Salary
Long term development opportunities
Boutique high performing team

Join a boutique practice servicing a sophisticated client base including wholesale families and high net worth individuals.

Recruited byShauna Callaghan

subClassification: Financial PlanningFinancial Planning

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

21d 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 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 twenty three days ago

Senior Client Services Officer

at Findex

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!

subClassification: Client ServicesClient Services

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

23d ago•Expiring

Listed fifteen 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.

subClassification: Financial PlanningFinancial Planning

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

15d ago

Listed fifteen hours ago

Client Administration Coordinator

at DWF (Australia)

This is a Full time job

Melbourne VIC(Hybrid)

Collaborative, award-winning culture with flexibility and support
Genuine career growth with continuous learning opportunities
Meaningful client-focused work in a fast-paced claims environment

Collaborative, award-winning culture with flexibility and support
Genuine career growth with continuous learning opportunities
Meaningful client-focused work in a fast-paced claims environment

Be part of a people-first organisation where flexibility, collaboration, and development are at the heart of everything we do.

subClassification: Administrative AssistantsAdministrative Assistants

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

15h ago

Listed four days ago

Client Services Manager | Financial Planning

at Bentley Recruitment

Be an early applicant

This is a Full time job

Brisbane QLD

$85k + super + bonus

Clear progression into paraplanning or Professional Year pathways
Flexible hours, bonus potential, and long-term staff stability
Supportive, growth-focused culture with strong training

Clear progression into paraplanning or Professional Year pathways
Flexible hours, bonus potential, and long-term staff stability
Supportive, growth-focused culture with strong training

Manage client workflows, prep advice meetings, implement strategies, liaise with advisers and clients, and keep advice delivery on track.

subClassification: Financial PlanningFinancial Planning

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

4d ago

Listed nine days ago

Client Services Manager

at NEC Software Solutions ANZ Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)

Flexible working arrangements are available.
Training and development are available in other business aspects.
Additional paid leave over the Christmas holiday period.

Flexible working arrangements are available.
Training and development are available in other business aspects.
Additional paid leave over the Christmas holiday period.

We are seeking a enthusiastic person to join our Client Services Team to showcase the various NEC Housing modules and their dynamic features.

subClassification: ManagementManagement

classification: Information & Communication Technology(Information & Communication Technology)

9d ago

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