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Client Services Officer | Wealth Advisory

This is a featured jobat The Practice Pty Ltd

This is a Full Time job

location: MelbourneMelbournearea: CBD & Inner SuburbsCBD & Inner Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Join a supportive team environment
  • Work with some of the best financial advisers in their field
  • Beautiful parklands precinct in Parkville
We seek an experienced Client Services Officer who's ready for a challenging and rewarding role.

Client Services Coordinator

Listed one day agoat Johnson Recruitment

This is a Full Time job

location: MelbourneMelbournearea: CBD & Inner SuburbsCBD & Inner Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Boutique Firm/Located Richmond
  • Utilise your broad skills in a fast paced environment
  • Work within a supportive team environment
Highly regarded boutique Accounting & Advisory practice seek a talented Client Services Coord., to complement their dynamic accounting services team

Client Services Officer

Listed fourteen hours agoat Qulture

This is a Full Time job

location: Wollongong, Illawarra & South CoastWollongong, Illawarra & South Coastclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Be part of a great, supportive team
  • Use your excellent admin and customer service skills
  • Wollongong based - no long commutes
A Client Services role for a high achieving customer service and admin professional. Financial Planning or Super experience would be great!

Credit Analyst-Sales Support Officer

Listed four days agoat SME Finance Group

This is a Full Time job

location: MelbourneMelbournearea: CBD & Inner SuburbsCBD & Inner Suburbs$60,000 - $69,999classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Brokerage firm with a diverse customer base and product range
  • Work with experience brokers
  • Business established for 40 years
Required to manage the day to day credit application process and support the Business Development Managers with sales processes.

Customer Resolution Manager

Listed nine days agoat The Hollard Insurance Company

This is a Full Time job

location: SydneySydneyarea: North Shore & Northern BeachesNorth Shore & Northern Beachesclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Chatswood Location - Close to Public Transport, Shops & Cafes
  • Flexible Working Environment / Great benefits
  • Be part of an award winning team.
An exciting opportunity exists for a Customer Resolution Manager to join our award winning Customer Experience & Marketing team.

Financial Planning Assistant

Listed seven days agoat Bridges Financial Services

This is a Full Time job

location: SydneySydneyarea: Southern Suburbs & Sutherland ShireSouthern Suburbs & Sutherland Shireclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Potential for flexible working hours.
  • Located in Hurstville close to shops and public transport.
  • Modern office with own workstation.
Client Service Officer position with Bridges Financial Services - Hurstville Office

Paraplanner

Listed three days agoat Brindleys Chartered Accountants

This is a Part Time job

location: Blue Mountains & Central WestBlue Mountains & Central Westclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Diverse range of clients
  • Friendly working environment
  • Flexible working hours
You will be an integral member of the Financial Planning team assisting to prepare a range of financial products and services for our clients

Client Services Officer

Listed ten days agoat Powerstaff Consulting

This is a Full Time job

location: AdelaideAdelaideclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Client ServicesClient Services
  • Permanent full time position
  • Attractive remuneration package
  • Take ownership of your role & be recognised for your efforts
Newly created role working within a high performing team that values your input and feedback. Capitalise on your proactive nature and apply today.

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