Client Service Associate
vor 22 Stunden
International Capital Markets – Sydney CBD NSW Founded in 2007, we are an Australian based online Forex and CFD broker that offers cutting-edge and high-speed trading environments, for retail and institutional clients. The role In this Client Service role you will act as the first point of contact for clients, building strong relationships whilst remaining calm under pressure. Servicing clients through phone, email and chat, we are a dedicated team that continually seeks to provide a high level of service whilst providing timely solutions to clients. Key Responsibilities Provide exceptional service as the primary contact for clients, ensuring optimal outcomes Respond to client queries via phone, chat, and email in a timely and professional manner Investigate trading-related issues and deliver clear, concise interpretations to clients Support clients with technical queries across all trading platforms offered Maintain high levels of accuracy and compliance in managing client records Liaise with multiple departments to efficiently resolve customer queries Stay up to date with changes and developments through ongoing training and learning modules Knowledge, Skills & Experience Minimum 1 year of experience in a similar role within the financial services industry Ability to work both independently and collaboratively within a team environment Proactive and analytical approach to problem-solving Strong interpersonal and communication skills, with the ability to build trust and rapport with clients RG146 accredited (or willingness to obtain accreditation) What we offer Hybrid work model with one day per week remote work (post-probation) Modern CBD office located next to Wynyard Station Opportunities for professional development and career growth Collaborative and inclusive culture with regular social events Access to professional development and learning resources Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr
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Retail Client Service Associate
vor 1 Woche
Council of the City of Sydney, Österreich Challenger Limited VollzeitRetail Client Service Associate Location: Sydney or Melbourne Full-time | Reports to: National Research Manager Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025). Life with us is fast‑moving and always exciting. We are committed to providing smarter solutions for financial...
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Client Services Associate
vor 4 Wochen
Council of the City of Sydney, Österreich CMC Markets VollzeitIf you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and...
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Client Services Associate
vor 1 Woche
City of Melbourne, Österreich The Andersen Partnership VollzeitClient Service Associate / Client Service Manager Location: Melbourne & Eastern Suburbs, Victoria, Australia Employment type: Full-time Seniority level: Associate Job function: Administrative and Finance Pay range: A$75,000.00/yr - A$90,000.00/yr XPLAN experience is a MUST. Short Overview Experienced individuals within Wealth Management are invited to join...
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Client Tax Operations Associate — Fund Services
vor 1 Woche
Council of the City of Sydney, Österreich JPMorganChase VollzeitA leading global financial services firm is seeking an Associate in Client Tax Operations. You will deliver comprehensive tax services to clients, manage inquiries, and support various projects. Strong analytical skills, attention to detail, and relevant qualifications in Accounting, Finance, or Law are required. This position provides a dynamic opportunity...
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Global Investment Operations
vor 22 Stunden
Council of the City of Sydney, Österreich JP Morgan Chase & Co VollzeitA leading financial services firm is seeking an Associate in Investment Middle Office Services to manage client queries and ensure service levels are met. The role requires at least 3 years of experience in a client-focused position, strong knowledge of financial products, and the ability to communicate effectively. Candidates must hold a university degree...
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Client Services Associate
Vor 5 Tagen
City of Brisbane, Österreich Perigon Group VollzeitBase pay range A$70,000.00/yr - A$75,000.00/yr About the Role A leading global wealth management firm is seeking a Client Services Associate to provide market and operational support to Wealth Advisers and their clients. This is an excellent opportunity for someone with a keen interest in financial markets to build a long-term career in wealth management....
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Associate/Senior Associate Client Coverage
vor 2 Wochen
Council of the City of Sydney, Österreich Commonwealth Bank VollzeitAssociate/Senior Associate Client Coverage Join to apply for the Associate/Senior Associate Client Coverage role at Commonwealth Bank Location: Sydney, New South Wales, Australia Seniority Level: Associate Employment Type: Full-time Job Function: Other About the Role At CommBank, the Institutional Client Coverage (ICC) team supports clients in the NBFI and...
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Client Services Associate
vor 2 Wochen
Sydney, Österreich TransPerfect VollzeitOverview The Client Services Associate is responsible for serving as the first level of support to existing clients, and for managing and coordinating the completion of all language projects in our Sydney Office. Responsibilities Respond to client requests for new project initiatives through our centralized technology Collaborate with production team members...
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Client Services Associate
vor 3 Wochen
City of Brisbane, Österreich Wilsons Advisory VollzeitOverview We are seeking a Client Services Associate, Wealth Management to join our team in the Brisbane office. This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients. Responsibilities Assist the Financial Planners/Advisers in the preparation and implementation of financial advice and investment...
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Client Services Associate
vor 1 Woche
City of Brisbane, Österreich WILSONS VollzeitOverview We are seeking a Client Services Associate, Wealth Management to join our team in the Brisbane office. This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients. Responsibilities Assist the Financial Planners / Advisers in the preparation and implementation of financial advice and...
