Client Services Specialist – Hybrid Wealth

A growing financial planning firm in Gold Coast is seeking a Client Service Officer to support Financial Advisers in delivering exceptional service to expatriate clients. The ideal candidate has a minimum of 3 years of experience, strong CRM skills, and thrives in a service-driven environment. The role includes managing client communications, coordinating...

Atlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London. Due to continued...

A leading financial services provider is seeking a Client Service Consultant in Sydney to join their Wealth division. The role involves supporting clients and Financial Advisors, resolving issues with empathy. Candidates should have 1+ years of experience in wealth management or related fields, possess high typing accuracy, and demonstrate critical thinking...

Join our specialist Wealth division that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy. At Macquarie, our advantage is bringing...

Get AI-powered advice on this job and more exclusive features. Join our specialist Wealth division that offers market‑leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly...

A wealth management firm in Brisbane seeks an enthusiastic Associate Adviser to provide comprehensive advice and service to clients. You will be mentored by a successful Financial Adviser and play a key role in developing financial plans, analyzing client needs, and implementing wealth management strategies. The ideal candidate has 2 years of experience in a...

A leading wealth management firm is seeking an IT Support Specialist to join their collaborative IT team in Sydney. The role involves delivering exceptional customer service, managing incidents, and supporting desktop applications. Ideal candidates have at least 3 years of IT support experience and strong communication skills, with knowledge of ITSM tools...

A leading financial services provider is looking for a full-time Contact Centre professional in Sydney. The role involves managing inbound and outbound client calls, enhancing client relationships, and delivering exceptional service. Desirable candidates possess experience in superannuation or insurance and demonstrate strong communication skills. This is a...

A leading financial services company is seeking a Client Service Consultant to join its Wealth division in Melbourne. In this role, you will assist Financial Advisors and resolve client issues through effective communication. Candidates should have experience in wealth management and excellent customer service skills. The position offers flexible working...

A global financial services firm in Melbourne is seeking a Client Service Officer. This hybrid role requires managing client inquiries, processing financial documents, and supporting advisors. The ideal candidate has at least 2 years of experience in financial planning and is proficient in Xplan and Salesforce. Join us to enhance your career in a supportive...