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This is a featured job

at Private Advertiser
Expiring soon

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
This is a featured job

Expiring soon

This is a Full time job

$70,000 – $80,000 + achievable monthly bonus
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty nine days ago

at Private Advertiser
Expiring soon

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)
29d ago
29d ago
Listed twenty seven days ago

Expiring soon

This is a Full time job

$70,000 – $80,000 + achievable monthly bonus
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed fifteen days ago

This is a Full time job

$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.
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)
15d ago
15d ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

$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.
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)
28d ago
28d ago
Listed five days ago

This is a Full time job

$90,000 – $105,000 per year
We provide a friendly and professional workplace, competitive salary based on experience along with opportunity for a flexible working environment.
We provide a friendly and professional workplace, competitive salary based on experience along with opportunity for a flexible working environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed nine days ago

This is a Full time job

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.
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)
9d ago
9d ago
Listed two days ago

This is a Full time job

$75,000 – $95,000 per year
You will lead the client service experience at 3D Wealth, a financial advice business with high standards and a strong growth trajectory.
You will lead the client service experience at 3D Wealth, a financial advice business with high standards and a strong growth trajectory.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day ago

This is a Full time job

Brisbane QLD(Hybrid)
Generous base salary + annual performance bonus
  • Investment in your professional development.
  • Ability to drive & influence organisational change and efficiencies.
  • Generous bonus scheme | Quarterly celebrations | 2 weeks additional leave
  • Investment in your professional development.
  • Ability to drive & influence organisational change and efficiencies.
  • Generous bonus scheme | Quarterly celebrations | 2 weeks additional leave
Lead a national client service team in financial planning. Drive reviews, uplift processes & shape a growing wealth business.
Lead a national client service team in financial planning. Drive reviews, uplift processes & shape a growing wealth business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed nine days ago

This is a Full time job

$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.
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)
9d ago
9d ago
Listed twenty one hours ago

This is a Full time job

Competitive remuneration pacakage
  • A visible, leadership role with scope to influence strategy and direction
  • Flexible / hybrid working options
  • Permanent opportunity with a Melbourne-based financial services organisation
  • A visible, leadership role with scope to influence strategy and direction
  • Flexible / hybrid working options
  • Permanent opportunity with a Melbourne-based financial services organisation
We're partnering with a well-regarded financial services organisation looking to appoint a Senior Manager - Customer Services
We're partnering with a well-regarded financial services organisation looking to appoint a Senior Manager - Customer Services
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
21h ago
21h ago
Listed twenty three days ago

Expiring soon

This is a Full time job

$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.
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)
23d ago
23d ago
Listed one day ago
  • Work in a close knit team while still being part of a larger holistic firm
  • Outstanding and loyal clients who value our ongoing support and guidance
  • Building professional intimacy with successful clients
  • Work in a close knit team while still being part of a larger holistic firm
  • Outstanding and loyal clients who value our ongoing support and guidance
  • Building professional intimacy with successful clients
Work in a close knit team, collaboratively delivering genuine client care and guidance to a high quality and loyal client base.
Work in a close knit team, collaboratively delivering genuine client care and guidance to a high quality and loyal client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago
  • Client Intake Officer role based in the VIC office.
  • Supportive, positive, and rewarding team culture.
  • Make a meaningful impact helping families access vital care services
  • Client Intake Officer role based in the VIC office.
  • Supportive, positive, and rewarding team culture.
  • Make a meaningful impact helping families access vital care services
About My Guardian My Guardian is a leading Aged and Disability Care provider dedicated to delivering compassionate, high-quality home care services...
About My Guardian My Guardian is a leading Aged and Disability Care provider dedicated to delivering compassionate, high-quality home care services...
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
1d ago
1d ago
Listed eight days ago

This is a Full time job

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.
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)
8d ago
8d ago
Listed two days ago
  • Salary Packaging
  • Close to train station
  • Work and life balance
  • Salary Packaging
  • Close to train station
  • Work and life balance
Make a real difference supporting diverse clients. Competitive pay, training, and career growth in aged care.
Make a real difference supporting diverse clients. Competitive pay, training, and career growth in aged care.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
2d ago
2d ago
Listed two days ago
  • NSW Govt role: $99k-$110k + super + leave loading
  • Support complex clients across housing & tenancy services
  • Talent pool for Western & South West Sydney
  • NSW Govt role: $99k-$110k + super + leave loading
  • Support complex clients across housing & tenancy services
  • Talent pool for Western & South West Sydney
Provide client-focused housing support, manage complex cases and coach teams, building better outcomes across Western and South West Sydney.
Provide client-focused housing support, manage complex cases and coach teams, building better outcomes across Western and South West Sydney.
subClassification: Housing & Homelessness ServicesHousing & Homelessness Services
classification: Community Services & Development(Community Services & Development)
2d ago
2d ago
Listed one minute ago

Be an early applicant

This is a Full time job

AUD 70000 - 100000 per annum
  • Adviser & client support
  • Financial planning administration
  • Advice implementation & compliance support
  • Adviser & client support
  • Financial planning administration
  • Advice implementation & compliance support
Experienced Client Services Officer supporting advisers and clients across administration, implementation and ongoing service.
Experienced Client Services Officer supporting advisers and clients across administration, implementation and ongoing service.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1m ago
1m ago
Listed one day ago
  • Pathway to permanent employment with 4 casual roles available.
  • Supportive, positive, and rewarding team culture at our NSW Head Office.
  • Awesome perks including an onsite gym, healthy snacks, and Friday drinks.
  • Pathway to permanent employment with 4 casual roles available.
  • Supportive, positive, and rewarding team culture at our NSW Head Office.
  • Awesome perks including an onsite gym, healthy snacks, and Friday drinks.
About My Guardian My Guardian is a leading Aged and Disability Care provider dedicated to delivering compassionate, high-quality home care services...
About My Guardian My Guardian is a leading Aged and Disability Care provider dedicated to delivering compassionate, high-quality home care services...
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
1d ago
1d ago
Listed five days ago

This is a Full time job

$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.
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)
5d ago
5d ago
Listed twenty days ago

This is a Full time job

  • 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!
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)
20d ago
20d ago
Listed nineteen hours ago

This is a Full time job

Brisbane QLD(Hybrid)
$85,000 - $95,000
  • WFH 2 day a week
  • Onsite Parking and close to public transport
  • City Fringe location
  • WFH 2 day a week
  • Onsite Parking and close to public transport
  • City Fringe location
Work within a close knit team, delivering strategic advice toa long standing loyal client base.
Work within a close knit team, delivering strategic advice toa long standing loyal client base.
Recruited bySteven Reed
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19h ago
19h ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

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)
28d ago
28d ago
Listed twenty two days ago

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!
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)
22d ago
22d ago
Listed twenty seven days ago

Expiring soon

This is a Full time job

$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.
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)
27d ago
27d ago
Listed thirty minutes ago

Be an early applicant

This is a Full time job

  • Mid sized Accounting firm based in Richmond
  • Essential-experience working in Accounting practice
  • Supportive collaborative work culture
  • Mid sized Accounting firm based in Richmond
  • Essential-experience working in Accounting practice
  • Supportive collaborative work culture
New opportunity for an experienced client services coordinator within mid sized growing Accounting firm
New opportunity for an experienced client services coordinator within mid sized growing Accounting firm
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
30m ago
30m ago
Listed twenty three hours ago
20 Year old Award Winning Company Dynamic Professional Team Central Gold Coast location in Modern Office Environment
20 Year old Award Winning Company Dynamic Professional Team Central Gold Coast location in Modern Office Environment
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
23h ago
23h ago
Listed six days ago

Be an early applicant

This is a Full time job

$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.
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)
6d ago
6d ago
Listed twenty eight days ago

Expiring soon

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)
28d ago
28d ago
Listed one day ago
  • Work with a loyal, high quality client base and strong referrals
  • Supportive, low turnover team with approachable, experienced advisers
  • Exposure to holistic advice in a well established, integrated firm
  • Work with a loyal, high quality client base and strong referrals
  • Supportive, low turnover team with approachable, experienced advisers
  • Exposure to holistic advice in a well established, integrated firm
Support advisers, manage client requests, process applications, coordinate reviews, maintain Xplan, keep client portfolios running smoothly end to end
Support advisers, manage client requests, process applications, coordinate reviews, maintain Xplan, keep client portfolios running smoothly end to end
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

This is a Full time job

Base Salary + Super + Excellent Benefits
  • Hybrid 3:2 work model for better work-life balance
  • 5 weeks annual leave plus birthday leave day
  • Strong training, support & growth opportunities, plus Adviser pathway if desired
  • Hybrid 3:2 work model for better work-life balance
  • 5 weeks annual leave plus birthday leave day
  • Strong training, support & growth opportunities, plus Adviser pathway if desired
CSM supporting Financial Advisers with end-to-end advice processes, client service and documentation, with team leadership responsibilities.
CSM supporting Financial Advisers with end-to-end advice processes, client service and documentation, with team leadership responsibilities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
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