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Customer Service Officer

at WIZDOM PTY LTD

This is a Full time job

Newcastle, Maitland & Hunter NSW
subClassification: Client & Sales Administration
Client & Sales Administration
classification: Administration & Office Support
(Administration & Office Support)
  • Part of the WiZDOM Group - Accountants, Financial Planners and Mortgage Brokers
  • Established business with own AFSL and experienced Advisers
  • Free onsite parking
Seeking an administrator to join our established team, and support our experienced Advisers in the delivery of quality service and financial advice.
This is a featured job
Featured

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.
Listed twelve days ago

Administration - Financial Planning

at Power2

This is a Full time job

Mackay, Mackay & Coalfields QLD
$60,000 – $70,000 per year
subClassification: Administrative Assistants
Administrative Assistants
classification: Administration & Office Support
(Administration & Office Support)
  • Great part/full time entry level role into an interesting higher level position
  • Further training and study are available (and funded) if you wish to progress
  • Join a friendly team who will support you as you progress and grow in knowledge.
Not your normal “get the mail and go to the bank” admin job. Join a young friendly team in an interesting and challenging role with room to advance
12d ago
Listed three 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!
3d ago
Listed ten days ago

Client Service Officer

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Client Services
Client Services
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
Enjoy this varied role providing customer service to clients, admin support to financial planners while growing your career in a leading super fund!
10d ago
Listed eleven days ago

Client Services Officer (CSO)

at Hudson Financial Planning

This is a Part time job

Milton, Brisbane QLD
$65,000 – $80,000 per year (Pro Rata)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Love what you do, join a team of professionals that feel the same
  • Part Time - may grow to full time
  • Onsite Parking
Looking for your next challenge, desire to learn from experienced professionals and love all things finance, then this role may be for you.
11d ago
Listed eleven 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
11d ago
Listed one day ago

Assistant Account Manager

at Bell Potter Securities Ltd

This is a Full time job

Melbourne VIC
subClassification: Customer Service - Call Centre
Customer Service - Call Centre
classification: Call Centre & Customer Service
(Call Centre & Customer Service)
  • Excellent Melbourne CBD location.
  • Great team environment with training provided.
  • Great career opportunity for those wanting to learn about Financial Services.
A great opportunity to join a reputable financial services firm. Build your knowledge of lending products and asset classes while assisting clients.
1d ago
Listed nineteen days ago

Relationship Adviser - General Advice

at Godfrey Group Recruitment

This is a Full time job

Melbourne VIC
70k - 80k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be at the forefront of this new and leading Digital Financial Advice platform
  • Dynamic business experiencing significant growth - join this collaborative team!
  • Flexible working arrangements - Fully WFH with Part-Time/Full-Time opportunities
Are you a current or past Financial Adviser! Engage a variety of clients in the use of a new digital advice platform. Provide General Advice + Service
19d ago
Listed twelve days ago

Office Manager - Financial Planning | Brisbane | $110k+

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • Fantastic location and close access to the city
  • Warm and friendly work environment with an amazing culture
Professional Financial Services firm currently needs an experienced Office Manager to work and lead within their busy team!
12d ago
Listed eight days ago

Client Service Officer

at Fuse Recruitment

This is a Full time job

Ormond, Melbourne VIC
AUD 70000 - 80000 per annum
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working arrangements
  • Opportunity to learn from knowledgeable advisors
  • Supportive office culture
An exciting opportunity to join a firm with a proven track record of providing personalised and client centric services to a variety of clients
8d ago
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