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Client Service Associate

at Computershare Ltd

This is a Full time job

Abbotsford, Melbourne VIC
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Abbotsford location, tranquil walking tracks surrounding our building
  • Great internal career opportunities
  • Stunning, recently renovated office space
Provide administrative services, project management and plan design to our Plan Manager Clients and their individual employee share plan holders.
Listed four days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 120000 - 130000 per annum
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid work flexibility and a competitive salary
  • Supportive environment with opportunities for growth and advancement
  • Work with diverse client base, making meaningful impact on financial lives.
Conduct financial assessments, create personalised financial plans, attract new clients through referrals, ensure compliance in advice process.
4d ago
Listed two days ago

Financial Adviser

at My Wealth Solutions

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
2d ago
Listed four days ago

Associate Adviser

at Mint People

This is a Full time job

Fitzroy North, Melbourne VIC
up to $120,000 per year + Future Equity
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Down-to-earth, collaborative and supportive boutique environment
  • Mentoring and career development to progress into an Advisor role
  • Fantastic culture and work environment
Amazing opportunity for an experienced Associate Adviser to join a firm committed to progressing your career into an Adviser role.
4d ago
Listed six hours ago

Client Services Officer - Health and Personal Injury

at Equity Trustees Limited

This is a Full time job

Melbourne VIC
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • A warm, open, and supportive culture
  • Great central CBD location, Modern office fit-out
  • Flexible/Hybrid working environment
We are currently looking for a Client Support Officer to join our team and play a crucial role in supporting our Client Relationship Managers
6h ago
Listed four days ago

Financial Advisor - Path to Equity

at FS Recruitment Solutions

This is a Full time job

Brunswick East, Melbourne VIC
$130,000 – $160,000 per year Inc Super + Bonus!
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Equity available within 12 months for the ideal candidate
  • Bonuses paid on every dollar of revenue you generate
  • Flexible, approachable manager
Work for an ethical advice business who treat employees like family. Equity available for a driven candidate with a "business owner" mindset.
4d ago
Listed nine days ago

Financial Adviser

at Telstra Super

This is a Contract/Temp job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Provide comprehensive initial & ongoing personal advice (fee-for-service basis)
  • Modern CBD Office. Flexible and supportive work life balance. 12m FTC
  • Leading profit-to-members superannuation fund
Seeking experienced Financial Adviser to join Telstra Super Financial Planning within the Advice Delivery Team. 12 Month Fixed Term Contract.
9d ago
Listed seven days ago

Senior Financial Adviser $120,000 – $165,000 + bonuses

at Bensons Wealth

This is a Full time job

South Yarra, Melbourne VIC
$120,000 – $165,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sizeable client book
  • Growing firm
  • Future equity opportunity
Are you an exceptional adviser? Take your career to the next level working for one of Melbourne's leading firms. WFH options. Future equity potential.
7d ago
Listed fourteen hours ago

Case Manager - Trust Administration (Financial Services)

at State Trustees Ltd

This is a Full time job

Footscray, Melbourne VIC
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Footscray; flexible hybrid work arrangement
  • Assess applications for funds, authorise payments and legal documents
  • Work with a team of technical experts in a supportive environment
Apply your strong customer service skills to proactively case-manage a portfolio of trust administration clients, end-to-end.
14h ago
Listed one day ago

Support Specialist

at Liberty Financial

This is a Full time job

Melbourne VIC
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great company culture & opportunity for career progression
  • Supportive team with continuous Learning & Development opportunities
  • Attractive perks & benefits
If you are a talented, conscientious individual and want to join our fast paced, dynamic and agile Customer Service team then keep reading.
1d ago
Listed five days ago

Financial Adviser

at Associated Concepts

This is a Full time job

Hawthorn East, Melbourne VIC
$100,000 – $130,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Collaborate with a close-knit team to share knowledge & manage work efficiently
  • Leverage existing retail insurance client base for business growth opportunities
  • Benefit from administration support to streamline client implementation
Join AC-FS: Elevate your career with a leading team dedicated to bespoke financial solutions and client success.
5d ago
Listed eight days ago

Client Services Manager

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 65000 - 85000 per annum
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(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.
8d ago
Listed three days 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.
3d ago
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