Financial Planning, Client Services Jobs in All Sydney NSW

classification: Banking & Financial Services

Bondi Junction, Sydney NSW

Our culture is designed to inspire and involve you at every stage of your career
12 month contract with excellent training
Flexibility working 2 days a week from home

Fantastic 12 month contract! Varied role, great team, opportunity to grow your career with a global organisation!

14h ago

Listed two hours ago

Financial Planning Assistant

at Valor Private Wealth

This is a Full time job

$75,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Join a fantastic growing team of professionals

2h ago

Listed three days ago

Client Service Associate (Funds Management) - RG146 qual.

at Perigon Group Pty Limited

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

7-Month Temporary Assignment
Sydney CBD, Corporate Offices (WFH Hybrid)
Excellent Team and Exposure to the Business

Working within a Client Service Support (RG146 Qual.) team to support Equity and FX transactions.

3d ago

Listed eight days ago

Client Support Officer

at Invest Blue

This is a Full time job

Oran Park, Sydney NSW

$60,000 – $70,000 per year

subClassification: Client Services

classification: Banking & Financial Services

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily.

8d ago

Listed ten days ago

Client Services Associate

at Applied Wealth

This is a Full time job

North Sydney, Sydney NSW

subClassification: Client Services

classification: Banking & Financial Services

Huge opportunity to develop your career in Financial Planning
North Sydney location, close to public transport
Supportive, professional and collaborative work environment

Join our team and immerse yourself in a culture committed to your growth and success.

10d ago

Listed one day ago

Broker Assistant

at Perigon Group Pty Limited

This is a Full time job

North Sydney, Sydney NSW

subClassification: Client Services

classification: Banking & Financial Services

North Sydney Office location - flexible working times, mostly office-based
Great potential for learning and training in the industry, would suit a graduate
$80k + super

Our Boutique Private Wealth client is seeking a Broker Assistant with high attention to detail & the composure and confidence to liaise with clients

1d ago

Listed twenty days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

$75k - $90k + Super

subClassification: Client Services

classification: Banking & Financial Services

at Freedom Capital Finance Australia

Growing business | Great team culture | Some WFH available.
Be part of a larger multi-faceted practice with room for growth & development.
Technical focus in addition to plenty of contact with a variety of clients.

Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.

20d ago

Listed two days ago

Broker Support & Customer Service Officer

This is a Full time job

$65,000 – $75,000 per year

subClassification: Client Services

classification: 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

2d ago

Listed twenty two hours ago

Client Relationship Manager

at Cartwright Jones Pty Ltd

This is a Full time job

$100-110k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Fast growing Advice business is looking for a Client Relationship Manager

22h ago

Listed eight days ago

Customer & Partner Services Officer

at Bank of Queensland

This is a Full time job

Hybrid Working | 50/50 WFH & office

subClassification: Client Services

classification: Banking & Financial Services

Employee Benefits + discounted financial products
Join BOQ Group at a time of significant transformation and growth!
Great opportunity to progress your career!

Are you a customer centric person looking to join our team in the Business Banking team.

8d ago

Listed one day ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

$75k - $90k + Super

subClassification: Financial Planning

classification: 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.

1d ago

Listed sixteen days ago

Client Service Officer

at Frontier Wealth Group

This is a Full time job

Bella Vista, Sydney NSW

$65,000 – $70,000 per year

subClassification: Client Services

classification: Banking & Financial Services

At Frontier Wealth Group, we practice what we preach. We will help you build personal wealth while serving our clients

16d ago

Listed three days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

$80k - $90k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Well-resourced support team | Established Business | High employee retention!
Interesting clients, variety in the strategies and work with clients directly |
Good culture, supportive, flexible working and optimistic outlook

Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.

3d ago

Listed six days ago

Client Service Officer - Portuguese Speaker - FX/CFD Trading Platform

at Succession Recruitment

This is a Full time job

c$55-65k + Super + Bonus

subClassification: Client Services

classification: Banking & Financial Services

Do you Speak Portuguese fluently and have 1+ year of Client Service experience within a Financial Services firm? Global FX/CFD Broker!

6d ago

Listed three days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Workplace Benefits through FLARE and our Employee Assistance Program
Paid Parental Leave
Located at iconic 25 Martin Place with great amenities and public transport

Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.

3d ago

Listed six days ago

Equi Middle Office - Client Support Analyst

at UBS

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

High Performance Culture
Global Investment Bank
Middle Office

Fantasic opportunity to build upon your middle office experience in a global investment bank.

6d ago

Listed nine days ago

Financial Planning Assistant - Immediate Vacancy

at Cartwright Jones Pty Ltd

This is a Full time job

$75-85k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

National Independent is looking for an ambitious Financial Planning Assistant to join their growing team. PY Year on Offer. Apply Now!

9d ago

Listed nine days ago

Client Service Manager - 5 weeks annual leave

at Cartwright Jones Pty Ltd

This is a Full time job

$80-90k + Super

subClassification: Financial Planning

classification: Banking & Financial Services

A fast growing business with ample opportunity to learn and develop is after a CSM to join their growing business

9d ago

Listed nineteen days ago

Client Services Administrator

at Fiducian

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

at Randstad - Banking & Financial Services

We have an exciting opportunity available as a Client Services Administrator within a financial services organisation.

19d ago

Listed eight days ago

Client Service Manager Up to 90K Base + Super

This is a Full time job

$75k - $90k p.a.

subClassification: Financial Planning

classification: Banking & Financial Services