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This is a featured job

Operations Manager

at Elston

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Manage key technology and platform relationships
  • Broad operational role across multiple business areas
  • Flexible and collaborative team environment
  • Manage key technology and platform relationships
  • Broad operational role across multiple business areas
  • Flexible and collaborative team environment
Play a key role managing external platform and technology relationships across Elston.
Play a key role managing external platform and technology relationships across Elston.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Senior Client Services Manager

at Ardour Financial Advice

This is a Full time job

Brisbane QLD(Hybrid)
$90,000 – $110,000 per year + super
Join a thriving advice firm—own the client journey end-to-end and make a real impact, supporting one Adviser.
Join a thriving advice firm—own the client journey end-to-end and make a real impact, supporting one Adviser.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured•Expiring
Featured•Expiring
Listed twenty days ago

Adviser Support (Financial Planning)

at Berritta Consulting

This is a Full time job

Brisbane QLD
$80,000 – $110,000 per year
  • Clear Career Pathway and Structured progression
  • Flexibility and work-life balance options for career support
  • Supportive and collaborative team environment
  • Clear Career Pathway and Structured progression
  • Flexibility and work-life balance options for career support
  • Supportive and collaborative team environment
Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role
Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed two days ago

Operations Manager

at Elston

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Manage key technology and platform relationships
  • Broad operational role across multiple business areas
  • Flexible and collaborative team environment
  • Manage key technology and platform relationships
  • Broad operational role across multiple business areas
  • Flexible and collaborative team environment
Play a key role managing external platform and technology relationships across Elston.
Play a key role managing external platform and technology relationships across Elston.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Experienced Client Service Roles

at VISIS Private Wealth

This is a Full time job

Brisbane QLD
$75,000 – $90,000 per year
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty seven days ago

Senior Client Services Manager

at Ardour Financial Advice

This is a Full time job

Brisbane QLD(Hybrid)
$90,000 – $110,000 per year + super
Join a thriving advice firm—own the client journey end-to-end and make a real impact, supporting one Adviser.
Join a thriving advice firm—own the client journey end-to-end and make a real impact, supporting one Adviser.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed two hours ago

Client Onboarding Specialist

at Charterhouse
Be an early applicant

This is a Full time job

Brisbane QLD
An exciting opportunity is available for an experienced client services professional to join a growing professional services environment.
An exciting opportunity is available for an experienced client services professional to join a growing professional services environment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2h ago
2h ago
Listed fourteen days ago

Client Services Officer

at Focus Partners Australia

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Great location in Fortitude Valley near James St
  • Be part of the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Build a long term career in financial advice
  • Great location in Fortitude Valley near James St
  • Be part of the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Build a long term career in financial advice
Join Focus Partners Australia at a pivotal moment. We’re looking for a Client Services Officer to join our team in Brisbane
Join Focus Partners Australia at a pivotal moment. We’re looking for a Client Services Officer to join our team in Brisbane
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed three days ago

Advice Technical Specialist

at Australian Retirement Trust

This is a Full time job

Brisbane QLD(Hybrid)
Great salary plus 14% super and bonus potential
  • Shape advice standards that improve retirement outcomes for millions
  • Be the technical authority influencing systems, policy and adviser capability
  • Grow your expertise in a values-led, enterprise financial services environment
  • Shape advice standards that improve retirement outcomes for millions
  • Be the technical authority influencing systems, policy and adviser capability
  • Grow your expertise in a values-led, enterprise financial services environment
Be the technical authority behind high-quality financial advice at Australian Retirement Trust! Permanent opportunity due to internal promotion.
Be the technical authority behind high-quality financial advice at Australian Retirement Trust! Permanent opportunity due to internal promotion.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed six hours ago

Advice Associate

at William Buck (Qld)
Be an early applicant

This is a Full time job

Brisbane QLD
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Learn something new everyday
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Learn something new everyday
Are you ready to grow your career in Wealth Advisory?
Are you ready to grow your career in Wealth Advisory?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6h ago
6h ago
Listed fourteen days ago

Client Services Manager

at Focus Partners Australia

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Great location in Fortitude Valley near James St
  • Help shape the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Continue to build and develop your career
  • Great location in Fortitude Valley near James St
  • Help shape the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Continue to build and develop your career
Join Focus Partners Australia at a pivotal moment. We’re looking for an experienced Client Service Manager (or senior CSO ready to step up)!
Join Focus Partners Australia at a pivotal moment. We’re looking for an experienced Client Service Manager (or senior CSO ready to step up)!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed thirteen days ago

Associate Financial Adviser at Premier Private Wealth Firm

at VISIS Private Wealth

This is a Full time job

Brisbane QLD
$80,000 – $100,000 per year
  • One of Australia's premier wealth management firms
  • Excellent career opportunities
  • Prestigious CBD location
  • One of Australia's premier wealth management firms
  • Excellent career opportunities
  • Prestigious CBD location
Supercharge your finance career and join a dynamic wealth management that is known for it's expert advice and personalised service
Supercharge your finance career and join a dynamic wealth management that is known for it's expert advice and personalised service
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed eight 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!
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)
8d ago
8d ago
Listed two days ago

Senior Client Service Officer | $110k | Brisbane CBD

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
  • A package up to $110k for the right applicant
  • A professional team of specialists with one of Brisbane's best practices
  • Work with Brisbane's Top Recruiter in Financial Services!
  • A package up to $110k for the right applicant
  • A professional team of specialists with one of Brisbane's best practices
  • Work with Brisbane's Top Recruiter in Financial Services!
An excellent opportunity for a Client Service Officer to join a renowned business within Brisbane.
An excellent opportunity for a Client Service Officer to join a renowned business within Brisbane.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed seven days ago

Client Services Officer

at Findex

This is a Full time job

Brisbane QLD
Excellent benefits on offer
  • Enjoy every second Friday off!
  • Excellent career opportunity with one of Australia's leading firms
  • Fantastic support and team culture
  • Enjoy every second Friday off!
  • Excellent career opportunity with one of Australia's leading firms
  • Fantastic support and team culture
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
7d ago
7d ago
Listed twenty three days ago

Client Services Officer - Financial Planning

at Roc Consulting

This is a Full time job

Brisbane QLD(Hybrid)
$75k - $95k p.a.
  • Well established wealth management firm based in Fortitude Valley
  • Early finishes on a Friday + 1 day WFH
  • Amazing work life balance
  • Well established wealth management firm based in Fortitude Valley
  • Early finishes on a Friday + 1 day WFH
  • Amazing work life balance
Impressive wealth management firm based in Fortitude Valley Role created due to internal promotion Call Desha 0439 775 709
Impressive wealth management firm based in Fortitude Valley Role created due to internal promotion Call Desha 0439 775 709
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
23d ago•Expiring
23d ago•Expiring
Listed twenty one days ago

CSO / CSM (Financial Planning)

at Berritta Consulting

This is a Full time job

Brisbane QLD
$85,000 – $110,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed seventeen days ago

Adviser Support Officer

at Profusion PAC Pty Ltd

This is a Full time job

Brisbane QLD(Hybrid)
$95k - $105K package + Bonus
Join a financial services business in a busy adviser support role, helping manage queries, resolve issues, & support a high-performing platform team
Join a financial services business in a busy adviser support role, helping manage queries, resolve issues, & support a high-performing platform team
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed eight days ago

Client Service Manager

at Sala Financial Services

This is a Full time job

Fortitude Valley, Brisbane QLD
$80,000 – $100,000 per year
Are you tired of being just a cog in a machine? We are seeking an exceptional client service manager to be part of team.
Are you tired of being just a cog in a machine? We are seeking an exceptional client service manager to be part of team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed twenty two days ago

Paraplanner | Brisbane | $110k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
  • A package up to $110,000 for the right candidate
  • This is a rare opportunity in a top Financial Planning business
  • Bring your skills and expertise to this fabulous opportunity!
  • A package up to $110,000 for the right candidate
  • This is a rare opportunity in a top Financial Planning business
  • Bring your skills and expertise to this fabulous opportunity!
Here is an opportunity for an enthusiastic professional to play a key role in this polished financial planning firm!
Here is an opportunity for an enthusiastic professional to play a key role in this polished financial planning firm!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed seven days ago

Financial Adviser

at My Wealth Solutions

This is a Full time job

Brisbane QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed fourteen days ago

Client Associate

at Findex

This is a Full time job

Brisbane QLD(Hybrid)
  • FlexiFriday - compressed work fortnight (opt-in or out)
  • Hybrid work environment - work from home and office
  • Opportunity to develop your career with a leading financial services provider
  • FlexiFriday - compressed work fortnight (opt-in or out)
  • Hybrid work environment - work from home and office
  • Opportunity to develop your career with a leading financial services provider
Be the client facing representative for a small team of Advisers, servicing the team’s client base, ensuring quality and continuity of service!
Be the client facing representative for a small team of Advisers, servicing the team’s client base, ensuring quality and continuity of service!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
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