Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

Listed six days ago

Mortgage Admin/ Broker

at Finance Bizz

This is a Full time job

Williams Landing, Melbourne VIC

subClassification: Mortgages

Mortgages

classification: Banking & Financial Services

(Banking & Financial Services)

In this dynamic position, you will be at the forefront of the mortgage industry, in guiding clients for their life's most significant milestones.

6d ago

Listed four days ago

Client Services Administrator- Financial Planning- Dream Job!!!

at Launchtwo People

This is a Full time job

Eastern Suburbs, Melbourne VIC

$75,000 - $80,000 + work from home option +bonuses

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Join a growing and dynamic accounting firm who is seeking an experienced Client Services Administrator for their Financial Planning Team.

4d ago

Listed twelve days ago

Superannuation administrator

at Randstad - Banking & Financial Services

This is a Contract/Temp job

Melbourne VIC

Up to $34.58 p.h.

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Exciting opportunity to join a leading superannuation administrator processing members insurance requests starting on 27th May

12d ago

Listed five days ago

Client Services Officer - Part Time 15-25 hours (you decide!)

at FS Recruitment Solutions

This is a Part time job

Melbourne VIC

$75,000 – $85,000 per year + super FTE

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Low volume of clients, high level of service. Suitable for career CSO, or progress to Associate Advisor over time

5d ago

Listed two days ago

Loan Processor

at hussetHR

This is a Full time job

Melbourne VIC

subClassification: Client Services

Client Services

classification: Banking & Financial Services

(Banking & Financial Services)

Great Office Location
Great workplace Culture
Competitive Remuneration

We're looking for an enthusiastic Loan processor to join our team.

2d ago

Listed twenty four days ago

Part Time Client Service Manager

at FS Recruitment Solutions

This is a Part time job

Melbourne VIC

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Part time CSM workign with Wealth Advisers, you pick the hours and days (minimum 25 hours), vibrant Melbourne CBD offices

24d ago

Listed two days ago

Settlements Operations Officer

at La Trobe Financial Services Pty Limited

This is a Full time job

Melbourne VIC

subClassification: Settlements

Settlements

classification: Banking & Financial Services

(Banking & Financial Services)

Generous leave entitlements and benefits
Flexible Working Arrangements – Work From Home 2 days a week
Join one of Australia's largest Alternative Asset Managers

A great entry level opportunity in financial services!

2d ago

Listed three days ago

Administration Officer

at Daimler Truck Financial Services Australia Pty Ltd

This is a Contract/Temp job

Mulgrave, Melbourne VIC

subClassification: Account & Relationship Management

Account & Relationship Management

classification: Banking & Financial Services

(Banking & Financial Services)

Global Company
Great Culture & Benefits
Collaborative Environment

Daimler Truck Financial Services has an exciting new opportunity for an energetic and driven Administration Officer for a 12 month fixed term period.

3d ago

Listed nine days ago

Client Service Officer

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$75,000 – $100,000 package

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Generous Package
Great Team
Flexible Conditions

A fantastic opportunity to form part of a flexible and family friendly financial planning practice that will value your experience and input.

9d ago

Listed two days ago

Junior Portfolio Administrator

at Woods & Co

This is a Full time job

Melbourne VIC

$60,000 - 70,000 + Super

subClassification: Stockbroking & Trading

Stockbroking & Trading

classification: Banking & Financial Services

(Banking & Financial Services)

Leading CBD based wealth management firm
Mentoring from high performing portfolio manager
Well-planned progression through the company

Join a high performing Melbourne team in the Portfolio Services space, assist in all aspects of portfolio management of HNW/UHN clientele.

2d ago

Listed nineteen days ago

Client Services Officer

at Waverley Social Enterprises

This is a Full time job

Notting Hill, Melbourne VIC

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Are you looking to join an organisation and do work with real purpose, values and a commitment to drive positive social impact?

19d ago

Listed twenty three days ago

Mortgage Broking Assistant

at Aussie Home Loans South Morang

This is a Full time job

South Morang, Melbourne VIC

subClassification: Mortgages

Mortgages

classification: Banking & Financial Services

(Banking & Financial Services)

No AOL entry/Market leading systems
Flexibile
Join a new up coming team

Fast paced, best in market systems, flexibile and empowering. Come join

23d ago

Listed eleven days ago

Adviser Services Officer

at Sequoia Financial Group

This is a Full time job

Melbourne VIC

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Collaborative team environment
Excellent training provided
Flexible working arrangement

We are looking for a dynamic Adviser Services Officer to join our team.

11d ago

Listed twenty 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!

20d ago

Listed twelve days ago