Practice manager Banking &amp; Financial Services Jobs in Wantirna South VIC 3152

classification: Banking & Financial Services

Top salary & Career Progression - Growth opportunities available.
Diverse Clients - including SMSF's & high net worth individuals
Boutique Firm - Conveniently located modern office with free parking!

Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

This is a featured job

Featured

Senior Capability Analyst

at MLC Life Insurance

This is a Full time job

subClassification: Analysis & Reporting

Analysis & Reporting

classification: Banking & Financial Services

Hawthorn East, Melbourne VIC

Full time, perm role based in Melbourne
Enjoy Hybrid working; 3 days in the office per week
Career & growth opportunities

Unique Senior Capability Analyst role available in Melbourne. If you bring previous experience, apply now!

Listed seven days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

$80-85k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Notting Hill, Melbourne VIC

A friendly HNW independent is looking for an experienced CSM based in Hawthorn East. Work from home options available.

7d ago

Listed seven days ago

Client Services Manager ~$80,000-$90,000 + super

at FS Recruitment Solutions

This is a Full time job

$80,000 – $90,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

at Maddern Financial Advisers P/L

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

7d ago

Listed seven days ago

Private Client Services Manager

This is a Full time job

Malvern, Melbourne VIC

subClassification: Financial Planning

classification: Banking & Financial Services

at Independent Wealth Partners

Top salary & Career Progression - Growth opportunities available.
Diverse Clients - including SMSF's & high net worth individuals
Boutique Firm - Conveniently located modern office with free parking!

Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

7d ago

Listed three days ago

Client Services Manager

This is a Full time job

$75,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Bespoke Careers - Melbourne

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 :)

3d ago

Listed thirteen days ago

Operations Manager - Architecture

This is a Full time job

Account & Relationship Management

$90,000 – $100,000 per year

subClassification: Account & Relationship Management

classification: Banking & Financial Services

Bring your organisational and people skills to this established mid-sized architecture practice. Varied role in a great location!

13d ago

Listed twenty five 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

classification: Banking & Financial Services

Ascot Vale, Melbourne VIC

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

25d ago

Listed fourteen days ago

Client Service Manager

at Parklane Advice Group

This is a Full time job

$60,000 – $80,000 per year

subClassification: Financial Planning

classification: 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?

14d ago

Listed twenty one hours ago

Finance Improvements Manager

at Eastern Health

This is a Part time job

Box Hill, Melbourne VIC

subClassification: Management

Management

classification: Banking & Financial Services

Permanent Part time (great work life balance)
Box Hill Hospital (close to cafes & shops)
Generous alary + super + salary packaging

Permanent Part time (great work life balance) | Box Hill Hospital (close to cafes & shops) | Generous alary + super + salary packaging

21h ago

Listed seven days ago

Client Services Manager

at Robert Walters

This is a Full time job

$90k - $100k p.a. + yearly bonus

subClassification: Financial Planning

classification: Banking & Financial Services

at UniSuper Management Pty Ltd

Join a growing financial planning firm located in the CBD
Support experienced Financial Advisors in implementing advice
Particular focus on superannuation administration and SMSF

Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.

7d ago

Listed fifteen hours ago

Team Leader, Adviser & Licensee Operations

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at UniSuper Management Pty Ltd

Award Winning Fund / Great Place To Work Certified
Annual $1500 for personal development
Fantastic Parental Leave / Additional Annual Days

This role is responsible for the management of the Adviser & Licensee Operations team as well an individual contributor directly providing serv

15h ago

Listed fifteen hours ago

Team Leader, Adviser & Licensee Operations

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at UniSuper Management Pty Ltd

Award Winning Fund / Great Place To Work Certified
Annual $1500 for personal development
Fantastic Parental Leave / Additional Annual Days

This role is responsible for the management of the Adviser & Licensee Operations team as well an individual contributor directly providing serv

15h ago

Listed fifteen hours ago

Team Leader, Adviser & Licensee Operations

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Award Winning Fund / Great Place To Work Certified
Annual $1500 for personal development
Fantastic Parental Leave / Additional Annual Days

This role is responsible for the management of the Adviser & Licensee Operations team.

15h ago

Listed nineteen days ago

Senior Capability Analyst

at MLC Life Insurance

This is a Full time job

subClassification: Analysis & Reporting

Analysis & Reporting

classification: Banking & Financial Services

Full time, perm role based in Melbourne
Enjoy Hybrid working; 3 days in the office per week
Career & growth opportunities

Unique Senior Capability Analyst role available in Melbourne. If you bring previous experience, apply now!

19d ago

Listed twelve days ago

Client Services Manager

at Affinity Accountants

This is a Full time job

Southbank, Melbourne VIC

$80,000 – $95,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

An Accounting firm in Southbank is seeking a dynamic individual to join our team as a Client Services Manager..

12d ago

Listed nineteen days ago

Financial Planning Support Officer

at Wealth Arena

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Hawthorn East, Melbourne VIC

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

19d ago

Listed twenty three days ago

Financial Adviser

at Associated Concepts

This is a Full time job

$100,000 – $130,000 per year

subClassification: Financial Planning

classification: 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.

23d ago

Listed twenty four days ago

Client Service Manager

at Lawson Delaney Australia

This is a Full time job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

Newly Created Role
Very well established firm
Problem solving and leadership

Wealth Management, Financial Planning or stockbroking experience would set you up perfectly for this role. Operations and Client Services

24d ago

Listed five days ago

Manager, Budget Allocation and Monitoring

at Department of Health

This is a Full time job

subClassification: Management

Management

classification: Banking & Financial Services

Manager, Budget Allocation and Monitoring is responsible for supporting the effective management of health sector funding

5d ago

Listed eleven days ago

Senior Paraplanner/Associate | High Profile Advice Team

at Ivy Recruitment Partners

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Opportunity for technically skilled paraplanner who enjoys client interaction, HNW and complex clients. Highly regarded boutique, hybrid work option.

11d ago

Listed eleven days ago

Senior Advice Reviewer

at Telstra Super

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services