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Listed two days ago

Client Services Manager - Private Wealth

at Vivere Recruitment Group

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Award Winning Firm in Sydney CBD location
  • Diverse opportunity within a growing financial planning firm
  • Excellent remuneration package and career progression if desired
Working within an experienced team, your ongoing development will be supported by a professional environment and well-established business.
2d ago
Listed eight days ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
8d ago
Listed nine days ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
9d ago
Listed three days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $85k + Superannuation
subClassification: Financial PlanningFinancial 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.
3d ago
Listed eight days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
8d ago
Listed thirteen days ago

Trust and Wealth Adviser - Health & Personal Injury Clients

at Equity Trustees Limited

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Friendly welcoming high performing team
  • Great central CBD location, modern office fit-out and end-of-trip facilities
  • Hybrid work environment
Manage fiduciary accounts with precision and care. You'll oversee investment management, crafting initial plans and conducting reviews.
13d ago
Listed nine days ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
9d ago
Listed nine days ago

Senior Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
9d ago
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