Client Services, Quality Assurance & Control, Financial Planning Jobs in Melbourne VIC 3000

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of Melbourne VIC 3000

This is a featured job

Featured

Paraplanner

at AWFP Group Pty Ltd

This is a Full time job

$70,000 – $105,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Growing Business
Collaborative Team
Future career opportunities

We're committed to helping our clients achieve their goals by providing great advice and exceptional service.

This is a featured job

Featured

Adviser Care Associate

at Futurity Investment Group

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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.

Listed one hour ago

Customer Service Specialist

at Hays | Contact Centres

This is a Contract/Temp job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Multiple jobs available | Starting June 20th
$32.73 p/h + super | 38 hrs per week
Melbourne CBD, hybrid working available post training

Multiple roles are available for customer service professionals commencing 20th June.

1h ago

Listed seven days ago

Paraplanner

at AWFP Group Pty Ltd

This is a Full time job

$70,000 – $105,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Growing Business
Collaborative Team
Future career opportunities

We're committed to helping our clients achieve their goals by providing great advice and exceptional service.

7d ago

Listed one day ago

Portfolio Administrator

at Canaccord Genuity

This is a Full time job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Portfolio Administration
Financial Services
Study Assistance

We are currently seeking a motivated and detail-oriented individual to join our dynamic team as an Associate, within our Portfolio Services Team.

1d ago

Listed six days ago

Loan Processor

This is a Full time job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Great Office Location
Great workplace Culture
Competitive Remuneration

We're looking for an enthusiastic Loan processor to join our team.

6d ago

Listed five days ago

Client Services Manager

at Independent Wealth Partners

This is a Full time job

$75,000 – $90,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

If you love working with great clients and want to play an integral role in the office you work in, this role is for you :)

5d ago

Listed twenty one days ago

Adviser Care Associate

at Futurity Investment Group

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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.

21d ago

Listed two days ago

Client Services Manager - $80k-90k+

at Ivy Recruitment Partners

This is a Full time job

$75,000 – $95,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Outstanding opportunity for experienced CSM to join high end city fringe firm. Excellent culture, flexibility + career path on offer.

2d ago

Listed sixteen days ago

Inbound Member Services | Financial Services

at Randstad - Banking & Financial Services

This is a Contract/Temp job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Exciting opportunity to kickstart your career within superannuation managing inbound calls from members

16d ago

Listed fifteen days ago

Adviser Services Officer

at Sequoia Financial Group

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Collaborative team environment
Excellent training provided
Flexible working arrangement

We are looking for a dynamic Adviser Services Officer to join our team.

15d ago

Listed fifteen days ago

Sales Support Consultant (Financial Planning)

This is a Part time job

Hawthorn East, Melbourne VIC

3 Days per week/ Free parking/ Great people!

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

This s a great support role within our Financial Planning Function - 3 days a week & still flexible working options!

15d ago

Listed twenty seven days ago

Part Time Client Service Manager

at FS Recruitment Solutions

This is a Part time job

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Part time CSM workign with Wealth Advisers, you pick the hours and days (minimum 25 hours), vibrant Melbourne CBD offices

27d ago

Listed fifteen days ago

Superannuation administrator

at Randstad - Banking & Financial Services

This is a Contract/Temp job

Up to $34.58 p.h.

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Exciting opportunity to join a leading superannuation administrator processing members insurance requests starting on 27th May

15d ago

Listed twenty one days ago

Support Specialist

at Liberty Financial

This is a Full time job

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.

21d ago

Listed twenty seven days ago

Client Services Manager

at Fuse Recruitment

This is a Full time job

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.

27d ago

Listed twenty four days ago

Relationship Adviser - General Advice

at Godfrey Group Recruitment

This is a Full time job

70k - 80k + Superannuation

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(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

24d ago

Listed fifteen days ago

Client Services Officer $75,000-85,000 + Super

at FS Recruitment Solutions

This is a Full time job

$77,000 – $85,000 Plus super

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

An award-winning integrated financial services business looking for a passionate CSO. CBD, WFH 2 days/ week!

15d ago

Listed twenty two days ago

Financial Planning Support Officer

at Wealth Arena

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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

22d ago

Listed seventeen days ago

Client Service Manager

at Parklane Advice Group

This is a Full time job

Ascot Vale, Melbourne VIC

$60,000 – $80,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

We are fast growing financial planning practice with strong focus on and clients
An extremely reputable financial planning practice with strong focus on staff.
Great culture and work environment with strong mentoring

Are you energetic with growth mindset and positive attitude and looking to work in a fast growing practice with over 35 years of industry experience?

17d ago

Listed twenty nine days ago

Insurance Claims Officers - Multiple Opportunities

at Blake Oliver

This is a Contract/Temp job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

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

29d ago

Listed thirteen days ago

Client Service Officer

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$75,000 – $100,000 package

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Generous Package
Great Team
Flexible Conditions

A fantastic opportunity to form part of a flexible and family friendly financial planning practice that will value your experience and input.

13d ago

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