Client Onboarding

A dynamic tech startup is seeking a Client Experience Coordinator to provide exceptional service to clients of Town Square in the City of Melbourne. This full-time position focuses on onboarding clients, managing their relationships, and streamlining operations. The ideal candidate will have strong communication and organizational skills along with a...

A leading professional services firm in Melbourne is seeking a Senior Client Services Officer & New Client Coordinator to onboard new clients and assist advisers in delivering exceptional service. The role requires at least 5 years of client administration experience, strong knowledge of financial products, and proficiency in Xplan. The position offers...

A leading global financial services firm is seeking an experienced Vice President in Client Onboarding Management to be based in Sydney. In this role, you'll manage the onboarding of Institutional and Strategic Client mandates, ensuring exceptional client service through effective project management. The ideal candidate will have strong communication skills,...

Who is Shift? At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products. We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and...

Overview IB Operations - Client Onboarding Specialist IB Operations - Client Onboarding Specialist IB Operations - Client Onboarding Specialist Your role Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? We\'re looking for someone like that to: Work on onboarding cases across the IB....

A dynamic startup in the prop-tech space is seeking a Client Experience Coordinator to be the primary contact for clients, ensuring they receive exceptional service. This role emphasizes onboarding and relationship management, pivotal for the success of the organization. The position requires strong communication skills and an ability to navigate tech...

A leading asset management firm in Melbourne is seeking a Manager, Client Services to oversee a high-performing team. The successful candidate will ensure exceptional client experiences and manage client onboarding and operational workflows. Ideal candidates will have significant experience in finance and asset management, with strong skills in stakeholder...

A dynamic tech startup in Australia seeks a Client Experience Coordinator to ensure exceptional service for clients of Town Square. This full-time role involves onboarding clients, managing relationships, and streamlining operations. Ideal candidates should possess strong communication and organizational skills, along with a proactive approach. The company...

A leading accounting firm in Melbourne is seeking a Senior Accountant to manage client onboarding and deliver financial reporting services. The ideal candidate will have at least 6 years of experience and a CPA or CA qualification. The role requires strong skills in Xero, MYOB, and Excel, along with a proactive and detail-oriented approach to client...

A national health services provider is seeking a Client Engagement Lead in Australia to manage a regional team and drive admissions growth. This full-time, remote position involves coaching a team, overseeing client onboarding, and building relationships to enhance service delivery. Ideal candidates will have relevant qualifications or experience in business...