Wealth Client Service Manager – Equity Markets

Wealth Management - Client Service Manager Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Manager in Melbourne on an initial 12-month contract . Seeking candidates with 3 + years equity markets client services, dealers assistants, assistant advisers experience etc. Key responsibilities...

A leading global wealth management firm is seeking a Client Services Manager in Melbourne with experience in equity markets. The role includes facilitating client queries, managing account documentation, and working towards compliance with regulations. Ideal candidates will have a Bachelor's degree and 3+ years of relevant experience. This position offers a...

A leading global financial institution seeks an experienced equity markets Dealers Assistant for their wealth management division in Brisbane. This role supports client advisers and teams, with responsibilities including client communication, order management, and preparation for meetings. Ideal candidates will possess strong client service skills, relevant...

Join our specialist Wealth division that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy. At Macquarie, our advantage is bringing...

Melbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate inMelbourne on an initial12-month contract . Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account...

A global financial institution seeks a Dealers Assistant in Melbourne to support private client advisers within their Wealth Management team. Candidates should have 2+ years in equity operations or client services, possess strong communication skills, and ideally hold a relevant Bachelor's degree. The position offers a competitive salary range of $75-90k...

Get AI-powered advice on this job and more exclusive features. Join our specialist Wealth division that offers market‑leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly...

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager inMelbourne on an initial12-month contract . A key function of the role is the ability to deal confidently with Private Client Advisers and their HNW/UHNW clients in a high-volume, time-critical environment. To be successful in this...

A wealth management firm in Brisbane seeks an enthusiastic Associate Adviser to provide comprehensive advice and service to clients. You will be mentored by a successful Financial Adviser and play a key role in developing financial plans, analyzing client needs, and implementing wealth management strategies. The ideal candidate has 2 years of experience in a...

A boutique Wealth Management firm in Sydney is seeking an experienced Private Client Advisor. In this role, you'll connect clients to exclusive acquisition resources and be rewarded with high commission splits on revenue. The ideal candidate will have 5-10 years of private client advisory experience, strong ethical alignment, and excellent communication...