Client Services Associate, Financial Advice

A financial services organization in Brisbane seeks an entry-level professional to assist in implementing financial advice and support Private Client Advisers. Responsibilities include managing client files, ensuring compliance with legal standards, and delivering exceptional customer service. The ideal candidate has 3-5 years of experience in administration...

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions An unwavering focus...

Base 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....

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...

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...

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...

Get AI-powered advice on this job and more exclusive features. The Andersen Partnership provided pay range This range is provided by The Andersen Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$75,000.00/yr - A$87,500.00/yr Direct message the job poster from The Andersen...

A leading financial advice practice on the Gold Coast is seeking an Associate to support the team and deliver exceptional client service. The ideal candidate will have completed or be pursuing a degree in Financial Planning and possess strong skills in communication and organization. This role will involve collaborating with Directors and applying financial...

A diversified financial services firm is seeking a Financial Planning Associate to support experienced advisers in preparing client advice and communications. This role involves technical advice preparation, compliance, and client interaction. Ideal candidates should have a Bachelor's degree or relevant diploma, exceptional attention to detail, and strong...

A financial services group in Brisbane is seeking a Senior Financial Advisor to provide tailored financial advice, focusing on financial planning and investments. You will evaluate client portfolios, develop strategies, and maintain strong relationships. The ideal candidate should have relevant financial qualifications and a strong expertise in finance. This...