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Listed fourteen hours ago

Client Service Manager

at Parklane Advice Group

This is a Full time job

Ascot Vale, Melbourne VIC
$60,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • We are fast growing financial planning practice with strong focus on and clients
  • An extremely reputable financial planning practice with strong focus on staff.
  • Great culture and work environment with strong mentoring
Are you energetic with growth mindset and positive attitude and looking to work in a fast growing practice with over 35 years of industry experience?
14h ago
Listed seven 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!
7d ago
Listed six days ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
6d ago
Listed twenty six 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
26d ago
Listed twenty four 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.
24d ago
Listed six days ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work for an industry leader in Fintech
  • Excellent benefits on offer including bonus
  • Flexible hybrid environment - work from home and in our CBD Office
Be the primary point of contact for private wealth clients, providing expert assistance and resolution to their queries across various channels
6d ago
Listed twenty five days ago

Graduate Client Services Representative

at Prime Financial Group Ltd

This is a Full time job

Southbank, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work from home arrangements
  • Excellent opportunity to kick start your professional career!
  • Growth opportunities and a competitive salary package with many career pathways
Drive business success through exceptional client service, smooth implementation, and strong relationships.
25d ago
Listed seven days ago

Associate Adviser

at Mint People

This is a Full time job

Fitzroy North, Melbourne VIC
up to $120,000 per year + Future Equity
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Down-to-earth, collaborative and supportive boutique environment
  • Mentoring and career development to progress into an Advisor role
  • Fantastic culture and work environment
Amazing opportunity for an experienced Associate Adviser to join a firm committed to progressing your career into an Adviser role.
7d ago
Listed twenty six 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!
26d ago
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