Client Services Associate
vor 3 Wochen
Overview 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 proposals in an efficient and accurate manner. Prepare Excel spreadsheets for portfolio analysis. Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests. Manage the overall client relationship and communication process, ensuring regular contact and a professional, personalised service. Provide efficient and broad administration support to the Investment/Financial Advisory team. Initiate the new client process by arranging for the necessary paperwork to be sent to clients and ensuring the appropriate supporting documents are gathered. Maintain ongoing client reviews in accordance with relevant compliance criteria. Collaborate closely with internal teams including Equity Operations, IMS and Compliance to ensure a seamless client experience. Qualifications At least two years’ experience in a client support or customer-facing role. High level of attention to detail. A professional, approachable, and client-focused mindset. Strong communication skills, sound judgement, and the ability to deliver under pressure. Commitment towards delivering exceptional outcomes. How to apply Please send your applications to (Deni Healey, Head of Client Services). #J-18808-Ljbffr
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Client Services Associate
Vor 2 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 6 Tagen
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 Services Associate
Vor 6 Tagen
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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Wealth Management Client Services Associate
Vor 2 Tagen
City of Brisbane, Österreich Perigon Group VollzeitA 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...
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Litigation Associate Lawyer
Vor 6 Tagen
City of Brisbane, Österreich Bianca Calder - Associate - Law Staff VollzeitOverview Director | Legal Recruiter Providing Honest Advice & Finding you the Perfect Fit – Law Staff, Brisbane At a mid-sized firm in Brisbane, you'll find none of the daily billable pressures of traditional practices. The firm offers a substantial bonus scheme rewarding genuine client impact and service excellence over timesheets. The disputes practice...
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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 Service Officer
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitClient Service Officer / Associate (Pathway to Adviser) location_pin Melbourne, VIC money_bag A$75,000-$95,000 p/a home_work On-site Posted 1 day ago Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia. A defined roadmap to transition into an advisor role, supported by...
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Retail Client Service Associate
Vor 6 Tagen
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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City of Brisbane, Österreich Commonwealth Bank VollzeitA major financial institution in Queensland is seeking an entry-level Associate for its Institutional Banking Client Services team. In this role, you will be the first point of contact for clients, providing support for Transaction Banking queries across various products. We're looking for candidates with some experience in transactional banking and a...
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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...
