Account &amp; Relationship Management, Client Services, Financial Planning, Treasury Jobs in All Melbourne VIC

Account & Relationship Management

subClassification: Account & Relationship Management

classification: Banking & Financial Services

Our culture is designed to inspire and involve you at every stage of your career
5 weeks annual leave, annual incentive bonus and wellbeing payment
Flexible, hybrid work options

Exciting opportunity to grow your career with Zurich's Life Risk business. Be part of a vibrant, professional sales team!

6h ago

Listed two days ago

Intra-fund Financial Adviser (phone based)

at Mercer

This is a Full time job

Docklands, Melbourne VIC

subClassification: Financial Planning

classification: Banking & Financial Services

Great team environment
An organisation where your career path matters and is supported
Hybrid working model

Looking for an experienced intra-fund adviser to join our supportive team

2d ago

Listed eight hours ago

Adviser Care Associate

at Futurity Investment Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Doncaster East, Melbourne VIC

A role with an exciting national growth distribution strategy
Unique Financial product offering
Work for a member-owned Organisation

Exciting opportunity in a small boutique call centre servicing Financial Advisers and Investors.

8h ago

Listed one day ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

$75,000 – $100,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Abbotsford, Melbourne VIC

Great opportunity to develop and grow
Easy access, close to shops and onsite basement parking
Great Team, Wonderful Clients, Growth business with its own AFSL

Join a boutique and fast growing financial advisory practice on the hunt for an experienced Paraplanner offering a generous package and flexibility.

1d ago

Listed nine days ago

Corporate Treasury Senior Analyst

at Computershare Ltd

This is a Full time job

subClassification: Treasury

Treasury

classification: Banking & Financial Services

Hybrid & flexible work | In office up to 2 days
Excellent team culture and company benefits
Stunning, recently renovated office space

Join our Finance team today!

9d ago

Listed six days ago

Associate Adviser - $90,000-$100,000 + super

at FS Recruitment Solutions

This is a Full time job

$90,000 – $110,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

Work with UHNW client, with a mix of retail and wholesale. Opportunity to take over a portfolio of clients in the next 12-18 months

6d ago

Listed five days ago

CSM / Associate Adviser

at Berritta Consulting

This is a Full time job

$80,000 – $100,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Liz Medwin Recruitment Pty Ltd

Have you started or want to start your PY - Work towards becoming an Adviser and looking after your own clients

5d ago

Listed nineteen days ago

Client Services Officer

This is a Full time job

$70,000 – $75,000 per year

subClassification: Client Services

classification: Banking & Financial Services

Excellent opportunity to join this dynamic business with several locations and potential for future promotion!

19d ago

Listed six days ago

Client Services Manager

at Fuse Recruitment

This is a Full time job

AUD 65000 - 85000 per annum

subClassification: Client Services

classification: Banking & Financial Services

Join a vibrant team dedicated to exceeding client expectations.
Make a real impact by nurturing client relationships.
A forward-thinking company committed to your professional development.

A dynamic and forward-thinking firm specialising in Retiree and Pension Planning, with a commitment to excellence.

6d ago

Listed one day ago

Client Services Manager

at Viridian Advisory

This is a Full time job

subClassification: Financial Planning

classification: 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.

1d ago

Listed two days ago

Relationship Adviser - General Advice

at Godfrey Group Recruitment

This is a Full time job

70k - 80k + Superannuation

subClassification: Financial Planning

classification: Banking & Financial Services

Flexible working arrangements - Fully WFH with Part-Time/Full-Time opportunities
Dynamic business experiencing significant growth - excellent time to join!
Be at the forefront of a new new and leading Digital Financial Advice Platform

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

2d ago

Listed nine hours ago

Financial Planning Support Officer

at Wealth Arena

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Fantastic fast paced work environment t with a great culture located in the heart of the CBD.

9h ago

Listed five days ago

Deceased Estate Consultant

at State Trustees Ltd

This is a Full time job

Footscray, Melbourne VIC

subClassification: Client Services

classification: Banking & Financial Services

Footscray, Bendigo or Dandenong; flexible work from home and office arrangement
Rewarding role, provide a high level of customer service to our clients
Work for a company that protects the legacy of Victorians

Regularly engage with estate beneficiaries and/or their representatives to ensure the proper administration of estates

5d ago

Listed eight days ago

Client Services Manager

at Loan Market

This is a Full time job

$60,000 – $70,000 per year

subClassification: Client Services

classification: Banking & Financial Services

Hybrid working arrangements
Professional development opportunities
Exposure to retail and business lending

Support our team with administrative tasks and ensure we can continue to deliver positive customer outcomes and experiences.

8d ago

Listed fourteen days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

AUD 90000 - 120000 per annum

subClassification: Financial Planning

classification: Banking & Financial Services

Hybrid working arrangements
Long standing established firm
Supportive office culture

An exciting opportunity to join a long standing established firm that provides holistic advice to a range of clients.

14d ago

Listed seven days ago

Insurance Claims Officers - Multiple Opportunities

at Blake Oliver

This is a Contract/Temp job

subClassification: Client Services

classification: Banking & Financial Services

Multiple Claims role.....Start next week..... Working Holiday Visa Holders welcome

7d ago

Listed seven days ago

Senior Operations Officer

at SelfWealth

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

Join the Selfwealth team in Melbourne and be at the forefront of transforming online share trading.

7d ago

Listed one day ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

subClassification: Financial Planning

classification: 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

1d ago

Listed twenty days ago

Superannuation Advisor

at Aware Super

This is a Full time job

subClassification: Financial Planning

classification: 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

Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!

20d ago

Listed five days ago

Private Wealth Assistant

at Ord Minnett Holdings P/L

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services