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Listed fourteen hours ago

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • Footscray; flexible hybrid work arrangement
  • Assess applications for funds, authorise payments and legal documents
  • Work with a team of technical experts in a supportive environment
Apply your strong customer service skills to proactively case-manage a portfolio of trust administration clients, end-to-end.
14h ago
Listed one day ago

This is a Full time job

World Class Benefits
subClassification: Account & Relationship Management
classification: Sales
  • Room and opportunities to grow — on your own and with your teammates.
  • Resources to support your growth, productivity, and wellbeing.
  • Flexibility to get your best work done.
Act as a trusted business partner to the assigned greenfield accounts to understand company issues and goals.
1d ago
Listed six hours ago

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • A warm, open, and supportive culture
  • Great central CBD location, Modern office fit-out
  • Flexible/Hybrid working environment
We are currently looking for a Client Support Officer to join our team and play a crucial role in supporting our Client Relationship Managers
6h ago
Listed twenty four days ago

This is a Full time job

Delightful niche team - work 2 days p/w from home!
subClassification: Administrative Assistants
classification: Administration & Office Support
  • Established independent Financial Planning Firm
  • Stable, friendly team with lovely modern offices in South Yarra
  • Flexibility to work from home 2-3 days a week!
Client Service Admin role with a high-end Financial Planning firm offering career scope. Stable and flexible - work from home 2 days a week!
24d ago
Listed ten days ago

This is a Full time job

$120k - $125k p.a. + super
subClassification: Event Management
classification: Marketing & Communications
  • WFH 1 day a week, convenient CBD location, waterfront views
  • monthly corporate massages and employee purchased leave
  • global organisation with exposure to different markets
This role is responsible for managing all aspects of event planning and execution, from concept development to post-event evaluation.
10d ago
Listed nine days ago

This is a Full time job

subClassification: Financial Managers & Controllers
classification: Accounting
  • Flexible work environment
  • Lead change and work with a diverse range of stakeholders
  • Contribute to an organisation that makes a real impact to the community
Lead and develop a high performing Financial Service team that focuses on day-to-day transactional support and general ledger maintenance.
9d ago
Listed three days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Work for an industry leader in Fintech
  • Excellent benefits on offer including bonus
  • Flexible hybrid environment - work from home and in our CBD Office
Be the primary point of contact for private wealth clients, providing expert assistance and resolution to their queries across various channels
3d ago
Listed seven hours ago

This is a Part time job

$140,000 - $160,000 per annum
subClassification: Financial Managers & Controllers
classification: Accounting
  • Opportunity for Impact: Join a dynamic and growing company
  • Work alongside a talented team in a collaborative environment
  • Part-Time position with flexibility for those hours worked
Join Makedo as a part-time Finance Maverick and a savvy financial expert to handle daily accounting, & provide strategic financial guidance.
7h ago
Listed three days ago

This is a Full time job

subClassification: Financial Planning
classification: 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.
3d ago
Listed one day ago

This is a Full time job

subClassification: Client Services
classification: Banking & Financial Services
  • Great company culture & opportunity for career progression
  • Supportive team with continuous Learning & Development opportunities
  • Attractive perks & benefits
If you are a talented, conscientious individual and want to join our fast paced, dynamic and agile Customer Service team then keep reading.
1d ago
Listed four days ago

This is a Full time job

$60,000 – $65,000 per year
subClassification: Financial Planning
classification: 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!
4d ago
Listed thirteen hours ago

This is a Full time job

$70,000 - $100,000 + Super
subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • Leading CBD based wealth management firm
  • Mentoring from high performing Investment Advisors
  • Well-planned progression through the company
Join a high performing Melbourne team of Investment Advisors, assist in all aspects of stockbroking and portfolio management of HNW/UHN clientele
13h ago
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