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This is a featured job
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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
This is a featured job
Featured

Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Progression - Growth opportunities available across the business!
  • 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.
Listed eleven hours ago

Operations Manager - Financial Services

at Harris Recruitment

This is a Full time job

Perth WA
$120,000 – $130,000 (inclusive of superannuation)
subClassification: Banking - Business
Banking - Business
classification: Banking & Financial Services
(Banking & Financial Services)
  • Professional and sophisticated client base
  • Leadership of a committed team
  • Highly professional corporate practice
Rare paraplanning team management opportunity with a mid tier, blue chip financial services practice
11h 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 one day ago

Paraplanner | Brisbane | $110k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
$100,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • A fabulous cultured business with an excellent name
  • If you love Paraplanning this is the role for you
This is a career Paraplanning role where you can be an important part of a successful financial planning team.
1d ago
Listed one day ago

Client Services Officer

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Full time job

Nedlands, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Opportunity to grow and progress in your career
  • Access to the exclusive discounts and offers with selected local businesses
AMA Financial Planning is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
1d ago
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

Manager - Product Administration

at ElectusPeople

This is a Full time job

Brisbane QLD
$130,000 – $150,000 per year
subClassification: Management
Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Newly created Management position
  • Flexible Hybrid environment - work from home and at CBD office
  • High profile large benevolent entity
Oversee the performance and service delivery of this organisation's suite of loans and other services, and be a driver of innovation and change.
1d ago
Listed two days ago

Senior Practice Support Officer

at Insignia Financial Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Make a positive impact in this influential role, whilst growing your career
  • Contribute to the financial wellbeing of our 2 million+ clients across Australia
  • Join a leading Wealth Management, advice-led organisation
Looking for administrative and technical support person to assist our Financial Advice Team
2d 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 two days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$80k - $90k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Well-resourced support team | Established Business | High employee retention!
  • Interesting clients, variety in the strategies and work with clients directly |
  • Good culture, supportive, flexible working and optimistic outlook
Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.
2d ago
Listed three 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.
3d ago
Listed five days ago

Risk and Compliance Officer

at Loreto College Coorparoo

This is a Full time job

Coorparoo, Brisbane QLD
subClassification: Compliance & Risk
Compliance & Risk
classification: Banking & Financial Services
(Banking & Financial Services)
  • A dynamic learning community committed to excellence in girls' education.
  • Highly regarded academic, sporting, cultural, pastoral and service programs.
  • Renowned school ideally located close to the CDB.
Loreto College is seeking a suitably qualified and experienced full-time Risk and Compliance Officer.
5d ago
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