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This is a featured job
Featured

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
This is a featured job
Featured

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
Listed four hours ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
4h ago
Listed seven hours ago

Financial Planner - Hybrid WFH

at CareSuper

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enhance our member-first culture with your exceptional planning skills.
  • Collaborative, supportive and close-knit team
  • Permanent opportunity with Hybrid working
A dynamic role that aims to enhance the member experience. Utilise strong technical skills to provide impactful solution-based planning and outcomes.
7h ago
Listed one day ago

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
1d ago
Listed four hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial 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
4h ago
Listed nine days ago

Client Service Officer | Brisbane | $90k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right person
  • Exceptional financial planning business within Brisbane
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
9d ago
Listed four hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial 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
4h ago
Listed one day ago

Client Services Officer

at Findex

This is a Full time job

Albury, Albury Area NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
  • Surround yourself with people who inspire and challenge you!
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
1d ago
Listed one day ago

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
1d ago
Listed nine days ago

Client Services Manager

at Robert Walters

This is a Full time job

Melbourne VIC
$90k - $100k p.a. + yearly bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 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.
9d ago
Listed one day ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial 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!
1d ago
Listed one hour ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
1h ago
Listed thirteen days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
13d ago
Listed one day ago

Manager, Adviser & Licensee Assurance

at UniSuper Management Pty Ltd

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award Winning Fund / Great Place To Work Certified
  • Annual $1500 for personal development
  • Outstanding Advice business model
This role is responsible for ensuring that fee deductions and technical solutions services provided adhere to regulatory standards.
1d ago
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