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Listed sixteen hours ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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
16h ago
Listed fifteen hours ago

Finance Business Partner

at Diabetes Australia

This is a Full time job

Milton, Brisbane QLD
$125k - $130k Base + Super + Tax benefit perks!
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Full time Permanent role
  • Work life balance - work from your home and office!
  • Increase your take home pay - tax benefits
Located in Brisbane or Sydney, you will be a trusted advisor supporting our financial management and strategic decision-making processes.
15h ago
Listed twenty three hours ago

Broker Support & Customer Service Officer

at Freedom Capital Finance Australia

This is a Full time job

Sydney NSW
$65,000 – $75,000 per year
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Expendential growth
  • Career Progression
  • Unique team culture
A role that has touch points with all departments in the business which means you will receive the ultimate exposure and be a key part of the business
23h ago
Listed twenty one hours 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.
21h ago
Listed seventeen hours ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
17h ago
Listed six days ago

2024/2025 Graduate - Financial Services / Wealth Advisory

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work with and be mentored by one of Australia's leading Advisors
  • Social, Supportive and hybrid team environment
  • Winner of GradAustralia's Overall Best Workplace in Accounting and Finance
We are looking for a fresh or soon to be Finance Graduate looking to start their career in Wealth Advisory!
6d ago
Listed thirteen hours 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
13h ago
Listed one day 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!
1d ago
Listed eighteen hours 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.
18h ago
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