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Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
This is a featured job
Featured

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
Listed one day ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
1d ago
Listed two days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
2d ago
Listed eleven days 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.
11d ago
Listed four days ago

Client Service Manager

at MIDSEC PTY LTD

This is a Full time job

Parkside, Adelaide SA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 4 Day Week structure (paid your full-time salary)
  • Friendly work culture with a high performance focus
  • Career development opportunities
Midsec is an innovative and client focused financial planning business. Apply now to join our high performing and dedicated Client Service Team.
4d ago
Listed one day ago

Financial Planning Strategic Adviser

at Non Executive Management Services Pty Lt d

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a growing firm that aims to double in the next 5 years
  • Take over and grow an established portfolio
  • Leverage our internal referral sources
Join our growing team servicing existing clients and leveraging our internal referral partners for new opportunities.
1d ago
Listed fifteen days ago

Client service Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • You will develop with the best by joining an Award Winning Financial Advice Firm
  • Join a Driven, Supportive, Enthusiastic and Client Focused team - lots of fun
  • Progress your career goals - numerous opportunities within the business to grow
My Wealth Solutions is on the hunt for a driven, enthusiastic Client Review Officer to join our client-focused team.
15d ago
Listed one day ago

Senior Financial Adviser

at Findex

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A competitive salary package with uncapped earning potentia
  • Opportunities for career advancement within our growing business
  • Work with an experienced, supportive team of colleagues and Leaders
Play a crucial role in the next phase of our growth execution.  Join our integrated financial advice practice in this pivotal role.
1d ago
Listed eighteen days ago

2 x Client Services - Advice Professionals

at Advance Recruitment Partners

This is a Full time job

North Sydney, Sydney NSW
Incredible employee benefits.
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • CBD and North Sydney
  • Essential experience Financial Advice - Client Services Manager
  • Salary ranged depending experience
2 x Top Tier Financial Advice Firms seeking Advice Professionals/CSM Mgrs. CBD and North Sydney. (85,000-95,000) and (100,00- 110k)
18d ago
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