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This is a featured job

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Friendly & supportive team environment
  • Opportunity to grow your financial planning career
  • Be mentored by senior advisors in the firm
Apply your experience in leading our Client Service team to achieve financial planning objectives, whilst providing excellent client service
Listed three days ago

This is a Full time job

$75k - $90k + Super
subClassification: Financial Planning
classification: Banking & Financial Services
  • Growing business | Great team culture | Some WFH available.
  • Larger multi-faceted practice | Growth & development | Fast Paced
  • Implementation Focus | Fun team environment | Immediate Start
Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.
3d ago
Listed one day ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Perth CBD office.
1d ago
Listed three days ago

This is a Full time job

$75,000 + super
subClassification: Financial Planning
classification: Banking & Financial Services
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
3d ago
Listed four days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office.
4d ago
Listed five days ago

This is a Full time job

$80k - $90k + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Well-resourced support team | Established Business | High employee retention!
  • Interesting clients, variety in the strategies and work with clients directly |
  • Good culture, supportive, flexible working and optimistic outlook
Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.
5d ago
Listed ten days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Friendly & supportive team environment
  • Opportunity to grow your financial planning career
  • Be mentored by senior advisors in the firm
Apply your experience in leading our Client Service team to achieve financial planning objectives, whilst providing excellent client service
10d ago
Listed eight days ago

This is a Full time job

AUD 65000 - 85000 per annum
subClassification: Client Services
classification: Banking & Financial Services
  • Join a vibrant team dedicated to exceeding client expectations.
  • Make a real impact by nurturing client relationships.
  • A forward-thinking company committed to your professional development.
A dynamic and forward-thinking firm specialising in Retiree and Pension Planning, with a commitment to excellence.
8d ago
Listed twenty hours ago

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • A warm, open, and supportive culture
  • Great central CBD location, Modern office fit-out
  • Flexible/Hybrid working environment
We are currently looking for a Client Support Officer to join our team and play a crucial role in supporting our Client Relationship Managers
20h ago
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