Client Services Coordinator – Financial Advice

Overview 2IC to the Practice Manager – q4 financial About Us q4 financial is an integrated financial services firm with a vibrant Accounting and Financial Planning team based in the CBD. We are a caring, values-based firm committed to engaging our staff and clients to 'shape their future', however they define it. We're looking for a proactive Client...

A leading superannuation fund in Brisbane is looking for an Entry Level position to assist in implementing financial advice for clients. You will provide outstanding customer service, maintain client files, and coordinate office activities. The ideal candidate should have experience in administration or customer service, along with excellent communication...

A vibrant financial services firm in Brisbane is seeking a proactive Client Services Coordinator to support the Practice Manager and administration team. In this role, you will be the first point of contact for client queries, manage reception duties, and ensure exceptional service to clients. The ideal candidate should have at least 2 years of experience in...

Add expected salary to your profile for insights About Brighter Super: At Brighter Super it’s all about the personal connections, guiding our members to retire confidently as a member first fund– we live by the philosophy that our members come first in everything we do. Since 1965, we have been a trusted and reliable provider of investment, advice and...

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...

State Advice Leader Location: MELBOURNE, VIC, AU, 3008 Employment Type: Permanent Full Time Lead a team of Private Wealth Advisers Drive performance, strategic growth initiatives Melbourne Location Shadforth is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their financial...

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from One26 Financial Services Group Company Description One26 is an integrated financial services group offering a wide array of services, including home loans, superannuation, insurance, investments, and retirement...

A financial services firm in Melbourne is seeking a Client Services Manager to support Financial Advisors and manage client communications. This role involves administering the client advice process and assisting with regulatory obligations. Candidates should have at least 2 years of experience in a similar role, strong communication skills, and proficiency...

Apex Financial Services Group is dedicated to helping clients achieve their financial goals with tailored advice and exceptional service. Our team simplifies complex financial concepts, ensuring they are clearly understood and actionable. We pride ourselves on fostering long‑term relationships built on trust and expertise. Our mission is to empower clients...

A 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...