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Listed one day 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.
1d ago
Listed one day ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
1d ago
Listed one day ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial 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.
1d ago
Listed two days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
2d ago
Listed one day ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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 seventeen hours ago

Adviser Support | Financial Planning

at Bentley Recruitment

This is a Full time job

Toowoomba, Toowoomba & Darling Downs QLD
$60,000 - $80,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career progression pathways; develop your career with PY on offer in the future
  • Opportunity to be more involved; complete research and assist with strategy
  • Monthly RDO and flexible working arrangements
Located in Toowoomba, you will play a key role in the business by providing timely assistance to clients and support to financial advisers.
17h ago
Listed eighteen hours ago

Banking Consultant, Queen St Mall QLD

at ANZ Banking group

This is a Full time job

Brisbane QLD
subClassification: Banking - Retail/Branch
Banking - Retail/Branch
classification: Banking & Financial Services
(Banking & Financial Services)
  • Build a rewarding career in an innovative and collaborative environment
  • Be part of a team vital to transforming ANZ for the future
  • Use your passion and curiosity for people
Your role is to provide our customers with a seamless branch experience
18h ago
Listed five days ago

Client Services - Implementation Officer

at Your Future Strategy

This is a Full time job

Surfers Paradise, Gold Coast QLD
Competitive Salary based on experience
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Outstanding opportunity in a growing organisation
  • Supportive team environment that champions collaboration and growth
  • Fantastic culture – regular staff social days
Exciting opportunity for an experienced Client Services - Implementation Office to join our growing team.
5d ago
Listed five days ago

Client Services - Implementation Officer

at Your Future Strategy

This is a Full time job

Canberra ACT
Competitive Salary based on experience
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Outstanding opportunity in a growing organisation
  • Supportive team environment that champions collaboration and growth
  • Fantastic culture – regular staff social days
Exciting opportunity for an experienced Client Services - Implementation Office to join our growing team.
5d ago
Listed five days ago

Associate Financial Advisor (Professional Year)

at Your Future Strategy

This is a Full time job

Canberra ACT
Competitive Salary negotiated
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Small boutique environment - visit head office on the Gold Coast
  • Continued training, support & progression in the Financial Planning industry
  • Friendly & supportive team environment
Exciting opportunity for a Professional Year candidate to join our new Canberra office
5d ago
Listed six days ago

Advice Operations Consultant

at AMP Services

This is a Full time job

Melbourne VIC
Base salary + 12% Super
subClassification: Other
Other
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid work environment
  • Operations focused role supporting AMP licensed practices
  • Work with a team focused on quality outcomes
Support AMP licensed practices with operational activities focused on payments and refunds
6d ago
Listed eight days ago

Client Services Manager

at Daley

This is a Full time job

Wollongong, Wollongong, Illawarra & South Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Friendly & supportive team environment
  • Opportunity to grow your financial planning career
  • Be mentored by senior advisors in the firm
Apply your experience in leading our Client Service team to achieve financial planning objectives, whilst providing excellent client service
8d ago
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