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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.
Listed nine 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.
9h 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 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

Senior 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)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
1d ago
Listed thirteen days ago

Advice Associate

at AIA Australia Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • WFH 2 days a week and 3 days in office - Sydney CBD OR St Kilda Road, Melbourne
  • Flexible working + 4 extra re-charge days per year + AIA Vitality membership
  • Unique benefits to help you live well and enjoy life at work and at home
BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better�
13d ago
Listed two days ago

Associate

at PSK Business Services

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Study Assistance for eg through Kaplan
  • Mentorship from Private Client Advisors
  • Workplace Benefits through FLARE and our Employee Assistance Program
As an Associate at PSK you will work closely with Advisers and clients to assist in research, development of strategies and portfolio selection.
2d ago
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