Client Services Associate
Vor 5 Tagen
Client Services Associate (CSA) – Brisbane Emanuel Whybourne & Loehr is a boutique wealth management firm with institutional capability. We offer clients the best of both worlds, greater flexibility and customisation than larger firms due to our nimbleness, while retaining the scale and influence to negotiate with the world’s leading investment houses. Our advice team is highly regarded across the industry. Deep relationships with best‑in‑class global asset managers, investment banks, research houses, and custodians enable our clients to access exceptional investment solutions and services. We are not tied to proprietary platforms or products, nor are we subject to external shareholders. This independence ensures we are singularly focused on acting in our clients’ best interests. Following a period of significant growth, we are seeking a driven and experienced Client Services Associate (CSA) to join our Brisbane team. In this role, you will gain exposure to all areas of the business and play a key role as the primary point of contact for the families we work with. The position is fast‑paced, time‑critical, and requires a high level of organisation and attention to detail. On a day‑to‑day basis, your responsibilities will include: Booking client meetings and scheduling investment reviews Liaising with third‑party advisers, including accountants, lawyers, and consultants Working closely with the Portfolio Analyst team to prepare for proposals and reviews Overseeing trade placement, follow‑up, and settlement Managing cash transfers, including regular payments and capital calls Onboarding new clients and contributing to an exceptional client experience Responding to inbound client requests and resolving matters with urgency Designing, implementing, and improving client service processes Working closely with Advisers and Partners throughout the advice process Our ideal candidate will bring: A minimum of 2 years’ experience in a similar role within a wholesale or high‑net‑worth (HNW) investment environment A genuine desire to learn, develop, and build a career in wealth management Strong attention to detail and organisational skills Excellent written and verbal communication skills Proficiency across the Microsoft Office suite Experience using investment and banking platforms A collaborative mindset and a strong commitment to client service We offer a competitive remuneration structure and a supportive team genuinely invested in your success and professional development. This is a full‑time, on‑site role based in James Street Precinct office, with occasional interstate travel required. If you are excited by the opportunity to join a forward‑thinking, growing firm in a dynamic and client‑focused role, we encourage you to apply. Seniority Level Entry level Employment Type Full‑time Job Function Administrative and Finance #J-18808-Ljbffr
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Client Services Associate
vor 4 Wochen
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 2 Wochen
City of Brisbane, Österreich Wilsons Advisory 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 investment...
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Client Associate
vor 3 Wochen
City of Brisbane, Österreich Dentsu (ANZ) Management Services Pty Ltd VollzeitJob Description : Dentsu QLD is a marketing and communications agency, but we don’t think of ourselves that way. Our vision is to design a business where people connect and grow, partners engage and prosper, and society inspires and benefits. We are Fiercely Local and Proudly Global. Our amazing and passionate team at dentsu QLD are looking for their next...
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Wealth Management Client Services Associate
vor 4 Wochen
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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Client Service Associate
vor 3 Wochen
City of Melbourne, Österreich Vanguard Australia VollzeitJoin to apply for the Client Service Associate role at Vanguard Australia More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To...
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Associate - Institutional Banking Client Services
vor 3 Wochen
City of Brisbane, Österreich CommBank VollzeitAssociate - Institutional Banking Client Services This is a Associate - Institutional Banking Client Services role with Commonwealth Bank based in Brisbane City, QLD, AU == Commonwealth Bank == Role Seniority - graduate More about the Associate - Institutional Banking Client Services role at Commonwealth Bank Do work That Matters. Institutional Banking...
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Client Services Associate
vor 2 Wochen
Council of the City of Sydney, Österreich Pallas Capital VollzeitClient Services Associate – Pallas Capital Under the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries. Pallas Capital is a debt and equity fund manager specialising in the financing of Australian and New Zealand Commercial Real Estate. Fortis, our...
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Associate, Client Service
vor 3 Wochen
City of Melbourne, Österreich Talentify Partners VollzeitAbout the Role As an Associate within the Client Service team, you’ll support the end-to-end servicing of investors across a market portfolio. You’ll coordinate operational deliverables, manage reporting workflows, and work closely with internal stakeholders to ensure clients receive accurate, timely and proactive information. Key Responsibilities...
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Client Associate
vor 3 Wochen
City of Brisbane, Österreich Dentsu Aegis Network Ltd. Vollzeitis a marketing and communications agency, but we don’t think of ourselves that way. Our vision is to design a business where people connect and grow, partners engage and prosper, and society inspires and benefits. Our amazing and passionate team at dentsu QLD are looking for their next ………… This will be a career-defining role and we will ensure we...
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Associate, Client Service
vor 3 Wochen
City of Melbourne, Österreich IFM Investors VollzeitJoin to apply for the Associate, Client Service role at IFM Investors . About IFM Investors IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long‑term retirement...
