Client Services Associate
vor 1 Woche
Client 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 expanding financial planning teams as a Client Services Manager. Responsibilities Assist in preparing Statements of Advice and Records of Advice Liaise with product providers to gather information Prepare and lodge client applications Maintain accurate and compliant client files Handle client inquiries and interact with administration platforms and fund managers Qualifications Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred Min 1 years previous experience in a similar role within Financial Planning or Wealth Management desired. Strong Microsoft Office skills (Xplan or similar system knowledge is desired) Excellent communication and teamwork abilities Desire to help clients achieve their financial goals Strong time management and multitasking skills Mentorship from experienced advisers Opportunities for professional development Strong social culture and supportive work environment Competitive remuneration package based on skills and experience Contact Send your CV to Sean at or apply via the portal. #J-18808-Ljbffr
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Client Services Associate
vor 2 Wochen
City of Melbourne, Österreich Franklin Templeton Investments VollzeitClient Services Associate page is loaded## Client Services Associatelocations: Melbourne, Victoria, Australiatime type: Full timeposted on: Posted Todayjob requisition id: At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset...
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Client Services Associate
Vor 4 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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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...
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Client Service Associate
vor 4 Wochen
City of Melbourne, Österreich Macquarie Group VollzeitJoin to apply for the Client Service Associate role at Macquarie Group What role will you play? You will provide high quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information and working across the broader Banking and Financial services division to enable the resolution of...
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Client Services Associate
vor 2 Wochen
City of Melbourne, Österreich Franklin Templeton VollzeitAt Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s...
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Client Services Associate
vor 2 Wochen
City of Melbourne, Österreich Franklin Templeton Investments VollzeitWe are looking for a **Client Services Associate** to join our Client Services team based in Melbourne, Australia. This role will primarily be responsible for providing exceptional client servicing across our Australian and New Zealand retail and institutional client base, and across both public and private markets.* Delivery of accurate, comprehensive and...
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Client Services Associate, Asset Management
Vor 2 Tagen
City of Melbourne, Österreich Franklin Templeton Investments VollzeitA leading asset management firm is seeking a Client Services Associate to provide exceptional client service in Melbourne. Candidates should have 3-5 years of experience in funds management and a Bachelor's degree, alongside strong analytical skills. Responsibilities include managing client requests and collaborating with investment teams to uphold high...
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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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Associate Private Banker
Vor 6 Tagen
City of Melbourne, Österreich Westpac VollzeitA leading Australian bank located in Melbourne seeks an Associate Private Banker for a full-time position. In this 12-month role, you will provide exceptional service to high-net-worth clients, working closely with Private Bankers to ensure client needs are met. Ideal candidates should have a passion for client service, relevant experience in banking or...
