Client Services Lead — Hybrid, Finance Planning
vor 3 Wochen
A boutique financial planning firm in Brisbane is seeking an experienced Client Services professional to work directly with the Director. This role involves managing client workflows, preparing meeting packs, and maintaining records in Xplan. The firm promotes a flexible hybrid work arrangement and values strong communication and a proactive client service approach. Competitive salary based on experience.#J-18808-Ljbffr
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Finance Director
vor 2 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitFinance Director - Performance & Planning Brisbane, QLD A$250,000-$300,000 p/a Hybrid Posted 2 days ago Finance Director – Performance & Planning Cadence Connect is exclusively partnering with a rapidly scaling, private‑equity backed global professional services organisation to appoint a newly created Finance Director – Performance & Planning. This...
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Hybrid Client Services Manager – Sydney, Finance
Vor 7 Tagen
Council of the City of Sydney, Österreich Mercer VollzeitA global financial services leader is seeking a Client Services Manager in Sydney to connect with clients and manage service tasks ensuring exceptional experiences while meeting compliance. The ideal candidate possesses at least 2 years of experience in financial planning or client service roles. This hybrid position involves working at least three days a...
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Hybrid Client Service Specialist – Wealth
vor 3 Wochen
City of Melbourne, Österreich Mercer VollzeitA 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...
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Client Services Lead
vor 21 Stunden
City of Brisbane, Österreich Focus Financial Partners VollzeitA leading financial services firm is seeking a Team Lead for Client Services in Brisbane or Sydney. This role involves leading a team to ensure high service delivery standards, managing operational efficiency, and implementing strategic initiatives. Candidates should have at least 3 years of experience as a Team Leader in financial services, exceptional...
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Finance Director
vor 2 Wochen
City of Brisbane, Österreich at VollzeitFinance Director - Performance & Planning Cadence Connect is exclusively partnering with a rapidly scaling, private‑equity backed global professional services organisation to appoint a newly created Finance Director – Performance & Planning. This senior role has been established to strengthen strategic financial leadership across the region and to...
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Team Leader, Client Service
Vor 5 Tagen
City of Brisbane, Österreich Focus Financial Partners VollzeitPosition Summary Brisbane, Queensland, Australia or Sydney, New South Wales, Australia The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service...
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Team Leader, Client Service
vor 24 Stunden
City of Brisbane, Österreich Focus Financial Partners VollzeitPosition Summary Brisbane, Queensland, Australia or Sydney, New South Wales, Australia The purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service...
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City of Brisbane, Österreich Green Finance Group VollzeitResidential Finance Broker PAYG – Green Finance Group | BrisbaneWe're not just about finance, we're about people, culture, and results.You'll join one of Australia's leading diversified brokerages with deep specialist commercial expertise and genuine collaboration across teams.The OpportunityReady to take your broking career to the next level? Join an...
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Paraplanner/Client Services Officer
vor 3 Wochen
City of Melbourne, Österreich Advance Financial Planning VollzeitFinancial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...
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City of Brisbane, Österreich Green Finance Group VollzeitResidential Finance Broker PAYG – Green Finance Group | Brisbane We’re not just about finance, we’re about people, culture, and results.You’ll join one of Australia’s leading diversified brokerages with deep specialist commercial expertise and genuine collaboration across teams. The Opportunity Ready to take your broking career to the next level?...