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Listed four days ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
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Listed twelve days ago

Client Services Officer

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Full time job

Nedlands, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Opportunity to grow and progress in your career
  • Access to the exclusive discounts and offers with selected local businesses
AMA Financial Planning is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
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Listed eleven days ago

Client Service Manager

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join one of the largest superannuation funds in Australia
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Lead our Client Service team to achieve financial planning objectives ensuring provision of excellent service to Aware Super clients.
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Listed twelve days ago

2 x Advice Implementation Specialist - 100% WFH

at Advance Recruitment Partners

This is a Full time job

Sydney NSW
Salary 85,000-95,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Financial Planning firm - Complex/Sophisticated Financial Advice
  • 2 x Advice Implementation Specialists - Essential - Financial Advice background
  • Full time - work from home 100%
Seeking 2 x Advice Professional with in-depth Advice exp. Implementation specialist. 100% work from home model.
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Listed eleven days ago

Client Services Officer $75-85,000 Plus Super

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC
$77,000 – $90,000 Inc Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career development opportunities in Paraplanning, Advising or leadership
  • Competitive base salary, plus performance bonuses
  • Work from home 2 days per week
An award-winning integrated financial services business looking for a passionate individual to join their rapidly growing Wealth Management team
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Listed ten days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to join a leading industry Superannuation Fund
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
Save
Listed ten days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to join a leading industry Superannuation Fund
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
Save
Listed ten days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to join a leading industry Superannuation Fund
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
Save
Listed nine days ago

Client Services Officer | Full Work From Home

at Atlas Partners | Accountancy & Finance Specialists

This is a Full time job

Melbourne VIC
$60,000 + super + benfits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 100% Work from home opportunity
  • Work within a high calibre, busy environment
  • Exceptional work culture with the best technology
An exceptional opportunity for a eager financial services candidate to up skill, develop and add value in a fully remote role.
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Listed twelve days ago

Client Service Officer - Gold Coast - $80,000 plus super

at Advance Recruitment Partners

This is a Full time job

Gold Coast QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a Business that truly cares about their clients
  • Join a supportive and social team that values its staff
  • Experienced CSO with the opportunity to build a career
This business is a highly respected and diversified organisation with a great reputation, supportive team environment & flexible working arrangements
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Listed eleven days ago

Service Delivery Officer

at Findex

This is a Contract/Temp job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Emerging holistic wealth management platform
  • Dynamic work environment - work from home and office - great flexibility
  • Exciting opportunity to work with a supportive team
Centric is seeking an experienced professional to join our team on an initial contract basis!
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Listed seventeen days ago

Client service officer | CBD | $75-$85k+ Super

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Junior CSO's and Career CSO's are encouraged to apply
  • Beautiful cultured business who genuinely looks after their staff
  • Scope for as much personal development as you seek
If you have a passion for the Financial advice industry and you enjoy helping clients achieve their Financial goals then we want to hear from you!
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Listed eighteen days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Fast growing and dynamic team environment
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
Save

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