Expat Wealth Client Service Specialist

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 Australian fintech company is hiring for multiple full-time and part-time roles in its Client Services team across Sydney and the Gold Coast. This role offers hybrid work flexibility, a vibrant office environment, and clear career progression. Ideal candidates should have experience in financial services or wealth management and be passionate about...

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...

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 leading global wealth management firm is seeking a Client Services Associate in Brisbane to support Wealth Advisers and their clients. The ideal candidate should have experience in client service within financial services, along with a relevant degree. This role offers competitive pay, comprehensive training, and a clear career progression pathway to...

Wealth Management - Client Service Manager Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Manager in Melbourne on an initial 12-month contract . Seeking candidates with 3 + years equity markets client services, dealers assistants, assistant advisers experience etc. Key responsibilities...

Melbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate inMelbourne on an initial12-month contract . Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account...

Integral Private Wealth is seeking an exceptional Private Wealth Associate to support the Principal Adviser in a true private wealth environment. You will work directly alongside an adviser recognised nationally by Barron’s in The Australian and Financial Standard, supporting high net worth clients with complex and intellectually rewarding strategies. This...

Company Description MiQ Private Wealth, founded in 2006, is a leading Australian-owned financial advisory organization dedicated to enhancing the financial wellbeing of clients and their future generations. With offices across Queensland, Western Australia, ACT, and New South Wales, MiQ provides innovative strategies and tailored financial planning services....