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Listed three days ago

Client Services Officer

at Zanetti Recruitment & Consulting

This is a Full time job

Brisbane QLD
Package of up to $85,000 + Benefits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work directly with advisers throughout the client process
  • A remuneration package of up to $85,000 inc. superannuation
  • Based in Fortitude Valley, with 1 day per week WFH
Provide professional support to the financial advice team and their clients. Part of the wealth team in a large professional services business
3d ago
Listed seventeen days ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
17d ago
Listed twenty nine days ago

Experienced Client Service Officer/Manager or Paraplanner | $95k package

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
$80,000 – $94,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Offices located in the CBD
  • WFH flexibility after probation
  • Be part of a reputable business, with collaborative management
Are you an experienced Client service officer or Paraplanner considering what's next in your career? Then look no further. This is the job for you!!
29d ago
Listed six days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
6d ago
Listed seven 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.
7d ago
Listed twenty days ago

Client service Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • You will develop with the best by joining an Award Winning Financial Advice Firm
  • Join a Driven, Supportive, Enthusiastic and Client Focused team - lots of fun
  • Progress your career goals - numerous opportunities within the business to grow
My Wealth Solutions is on the hunt for a driven, enthusiastic Client Review Officer to join our client-focused team.
20d ago
Listed three 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.
3d ago
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