Client Services
vor 20 Stunden
Base pay range A$75, / yr - A$92, / yr Position Client Services Associate / Client Services Manager – Perth The Andersen Partnership is hiring for Client Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams. The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, and collaboration with in-house professionals and specialist advisers. Some of what you'll do Assist in preparing Statements of Advice and Records of Advice Liaise with product providers to gather information Prepare and lodge client applications Maintain accurate and compliant client files Handle client inquiries and interact with administration platforms and fund managers About You Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred Min 1 year's previous experience in a similar role within Financial Planning or Wealth Management desired Strong Microsoft Office skills (Xplan or similar system knowledge is desired) Excellent communication and teamwork abilities Desire to help clients achieve their financial goals Strong time management and multitasking skills Mentorship from experienced advisers Opportunities for professional development Strong social culture and supportive work environment Competitive remuneration package based on skills and experience Send your CV to Sean at or apply via the portal. Seniority level Associate Employment type Full-time Job function Administrative and Finance Industries Financial Services and Administrative and Support Services #J-18808-Ljbffr
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Client Services Specialist
Vor 5 Tagen
Perth, Österreich Insignis VollzeitOverview Insignis Cash Solutions is a fast-growing, Cambridge and London based FinTech company looking for an enthusiastic individual to join our busy team. We are expanding, making this a perfect position if you'd like to have a significant impact on a company's early growth and to develop your role and career as the business evolves. Our ideal candidate...
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Client Service Manager
Vor 5 Tagen
Perth, Österreich Amana Living VollzeitApply now Job no: Work type: Full Time Fixed Term ContractLocation: Perth CBD, Inner & Western SuburbsCategories: Home Care Professional Are you passionate about delivering exceptional customer service and making a difference in the lives of older Australians? Join Amana Living as a Client Service Manager (CSM) and be the first point of contact for our...
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Client Service Specialist
Vor 3 Tagen
Perth, Österreich Marsh McLennan VollzeitCompany Marsh Description We are seeking a talented individual to join our Insurance Operations team at Marsh. This role will be based in our Perth office. In this role as Client Service Specialist you will support colleagues and clients in all aspects of administration and technical support through the accurate efficient and timely production of all policy...
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Client Services
Vor 5 Tagen
Perth, Österreich Equity Trustees VollzeitA leading trustee company in Perth is seeking a Client Services Officer to deliver exceptional service to Aboriginal clients. In this role, you will manage client interactions with care, maintain beneficiary records, and assist with administrative tasks. The ideal candidate should have strong communication skills and experience working with diverse...
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Client Services
vor 20 Stunden
Perth, Österreich Equity Trustees VollzeitA leading trustee company in Perth is looking for a Client Services Officer to provide exceptional service to Aboriginal clients. In this role, you will manage client interactions, maintain beneficiary records, and assist with administrative tasks. Strong communication skills and experience in working with diverse communities are essential. The position...
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Client Services Officer
vor 3 Wochen
Perth, Österreich Advanced Personnel Management VollzeitClient Services Officer – Assure (APM Group) Assure breaks the mould of traditional call centres. Here, initiative, empathy, and critical thinking are valued just as much as performance. As a Client Services Officer, you’ll be the vital connector between clients and Assure EAP services, managing calls with care and confidence. What You’ll Doh3> Deliver...
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Client Services
vor 20 Stunden
Perth, Österreich Inkblot Psychology Clinic VollzeitReceptionist – Inkblot Psychology Clinic (Minimum 3 Days per Week) Inkblot Psychology Clinic (inkblotclinic.com.au) is looking for anexperienced, warm, and highly organised receptionist to join our growing team. As the first point of contact for our clients, you'll play a key role in creating a supportive, professional, and welcoming experience for every...
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Client Service Manager
vor 2 Wochen
Perth, Österreich Xprt Dev Vollzeithome_work On-site Posted 1 day ago An Exceptional Opportunity with a Leading Financial Planning Practice This is an amazing opportunity to join a fantastic, well-established financial planning business based in West Perth. You’ll be part of an outstanding team within an organisation that genuinely values its people, their strengths, and their long-term...
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Client Services
vor 2 Wochen
Perth, Österreich The Andersen Partnership VollzeitBase pay range A$75,000.00/yr - A$92,500.00/yr Position Client Services Associate / Client Services Manager – Perth The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams. The roles offer exposure to all...
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Client Services Officer
vor 4 Wochen
Perth, Österreich APM VollzeitClient Services Officer – Assure (APM Group) What You’ll Do Deliver outstanding customer experiences from the first interaction Think on your feet to resolve sensitive enquiries with professionalism Collaborate across teams to provide tailored support Update client info and use internal systems to assist effectively The Role Full-time position,...
