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Client Service Coordinator

at McKee Financial Services

This is a Part time job

Dee Why, Sydney NSW
Flexible hours & holiday breaks, annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to join established and growing Northern Beaches advice practice.
  • Casual position, school friendly hours, ~20 hours/week, flexible with holidays.
  • Ability to expand your hours and skills with the practice
Exciting opportunity to play a key role in our small team in Dee Why. Integral with helping our clients. School friendly hours and flexible holidays.
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Listed two hours ago

Client Service Coordinator

at McKee Financial Services

This is a Part time job

Dee Why, Sydney NSW
Flexible hours & holiday breaks, annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to join established and growing Northern Beaches advice practice.
  • Casual position, school friendly hours, ~20 hours/week, flexible with holidays.
  • Ability to expand your hours and skills with the practice
Exciting opportunity to play a key role in our small team in Dee Why. Integral with helping our clients. School friendly hours and flexible holidays.
Save
Listed three hours 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 four hours ago

Experienced Client Service Officer/Manager or Paraplanner | $95k package

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
$80,000 – $94,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Offices located in the CBD
  • WFH flexibility after probation
  • Be part of a reputable business, with collaborative management
Are you an experienced Client service officer or Paraplanner considering what's next in your career? Then look no further. This is the job for you!!
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Listed five hours ago

Associate Advisor - Wealth Management

at Mutual Trust

This is a Full time job

Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Newly created, client facing role servicing best in class HNW & UHNW clients
  • Supportive team environment that champions collaboration and growth
  • Career game changing role with endless professional development opportunities
Step into the world of high-end investment advice.
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Listed seven hours ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
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Listed eight hours ago

Financial Adviser

at Advance Recruitment Partners

This is a Full time job

Sunshine Coast QLD
$120,000 – $140,000 per year + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work with a solid business with a great culture
  • Up to a $150k package
  • Full back office support from CSO's and paraplanning
Service an existing client book. Opportunity to join an established FP group. Well-supported back office with robust, systemised processes.
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Listed nine hours ago

Relationship Manager

at La Trobe Financial Services Pty Limited

This is a Full time job

Sydney NSW
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly rewarding role with a clear pathway to achieve your career goals
  • Comprehensive on the job training to drive your career growth
  • Hybrid work options offered - work from home for 2 days per week
This La Trobe Global Asset Management Specialist desk is responsible for distributing a multi-asset class investment product suite.
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Listed twelve hours ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $88k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
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