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Client Services Manager

at Armada Accountants & Advisors

This is a Full time job

Osborne Park, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Osborne Park location with access to parking
  • Join a team with a great culture
  • Learn from a professional team of Advisors
This is an excellent opportunity for an experienced and motivated Client Services Manager. Join a team with a great culture & learning opportunities.
Listed fifteen days ago

Financial Services – Administration Assistant / Client Relations / Paraplanning

at The Wealth Connection

This is a Full time job

Austinmer, Wollongong, Illawarra & South Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enviable Lifestyle Location in the heart of stunning Austinmer
  • Boutique Financial Advice Business
  • Young, Energetic Team
Live and work in an enviable lifestyle location with a young, energetic boutique Financial Advice and Mortgage Broking Team.
15d ago
Listed twenty hours ago

Member Services Officer

at Goulburn Murray Credit Union

This is a Full time job

Kilmore, Bendigo, Goldfields & Macedon Ranges VIC
subClassification: Banking - Retail/Branch
Banking - Retail/Branch
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive team environment & opportunity for career progression
  • Permanent full-time opportunity
  • Be part of an organisation that is truly community and member focused.
If you are passionate about delivering high quality, customer focused service and want to work for community focused organisation, then apply today.
20h ago
Listed seven days ago

Client Services Officer | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$60k + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements with WFH offered after a settling in period
  • Career progression pathways in place to assist with your career journey
  • Outstanding company culture with regular social events
A respected financial planning firm based in the CBD are seeking an entry level CSO. Ideal position for someone who has just completed studies.
7d ago
Listed twenty three hours ago

Client Services Officer

at Findex

This is a Full time job

Geelong, South West Coast VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Grow your career while living somewhere you love!
  • Thrive with the support of a team who share a common goal!
  • Work for a company that develops and promotes its own talent!
An exciting opportunity for a self-driven & passionate person to join our Client Services team supporting our Financial Advisers in Geelong, VIC!
23h ago
Listed twenty days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
20d ago
Listed seven days ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
7d ago
Listed one day ago

Client Services Officer

at Troocoo

This is a Contract/Temp job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 3 month contract with potential extension
  • Great opportunity to get Government experience
  • $51.62 p/hr + super
Immediate start, Brisbane CBD location, temporary 3 month contract, work with an established Government Department and gain Government experience
1d ago
Listed five days ago

Customer Service Officer (CSO)

at Goals & Dreams Financial Planning Pty Ltd

This is a Full time job

Chermside, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive and professional work environment with caring culture
  • Successful brand and ongoing retained clients
  • Opportunities for learning and growth
Can you support a dynamic, highly skilled and successful Financial Planning team? Would you like to be based northside + dedicated parking?
5d ago
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