Client Services Offier
vor 18 Stunden
As a Client Services Officer at Cadre Capital, you'll support Advisers across all stages of the advice process, including client meetings, technical research, and workflow management. This role offers hands‑on exposure to complex strategies for high‑net‑worth clients and a clear pathway to becoming a Financial Adviser. Client Details At Cadre Capital, they are dedicated to delivering exceptional financial advice and wealth management solutions tailored to each client's unique goals. They pride themselves on providing a highly personal, client‑focused experience built on trust, professionalism and innovation. Their clients include sophisticated families, high‑income professionals and complex structures seeking strategic, tax‑efficient and long‑term advice. Description Attend client meetings with Financial Advisers, assist with preparation, note‑taking and follow‑up Arrange and coordinate all documentation required for client meetings Prepare clear and accurate summaries of client information for advice development Technical and Strategy Preparation Conduct research across superannuation, investments, insurance, products and strategy Undertake insurance needs analysis and prepare detailed insurance quotes Assist with financial modelling, scenario analysis and technical calculations Complete fact‑find data entry and prepare instruction briefs for paraplanning Advice Documentation & Workflow Management Manage advice workflows from fact find to final delivery Coordinate and oversee annual reviews, new business plans and ongoing advice activities Review draft Statements of Advice and Records of Advice for accuracy and completeness Prepare ROAs where authorised Client Experience & Operations Maintain accurate client records, team dashboards and Xplan data integrity Monitor client accounts and support escalation management across operational teams Assist Advisers in resolving client requests promptly and professionally Oversee the implementation of advice recommendations and provide updates to clients Support continuous improvement initiatives, including process enhancements and checklist development Profile Essential Attributes Strong written and verbal communication skills High attention to detail and accuracy with technical information Ability to manage competing priorities in a structured and compliant environment Professional, proactive and client‑focused approach Ability to work closely with Advisers and collaborate across teams Experience 1 to 3 years of experience as a Paraplanner, Associate Adviser or similar role in financial planning preferable Strong understanding of superannuation, investments, insurance strategy and general financial planning concepts Experience with Xplan (highly desirable) Prior client‑facing experience is advantageous Qualifications Degree in Financial Planning, Commerce, Economics or a related field Progress toward FAAA Professional Standards or CFP accreditation is desirable RG146 accreditation required or near completion Job Offer This role provides a strong foundation for long‑term career progression within Cadre Capital. High‑performing Associates may be offered the opportunity to commence their Professional Year (PY) and transition into a Financial Adviser role. You will receive close mentoring, ongoing training and exposure to sophisticated strategy work that builds deep advisory capability. Financial Planning, Commerce or Business graduates, apply now To apply online please click the 'Apply' button below. #J-18808-Ljbffr
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Client Services Offier
vor 18 Stunden
City of Melbourne, Österreich MPAU Sales VollzeitAs a Client Services Officer at Cadre Capital, you'll support Advisers across all stages of the advice process, including client meetings, technical research, and workflow management. This role offers hands‑on exposure to complex strategies for high‑net‑worth clients and a clear pathway to becoming a Financial Adviser. At Cadre Capital, they are...
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Client Services Officer
vor 19 Stunden
City of Melbourne, Österreich Fiducian Financial Services VollzeitFiducian Financial Services – Mulgrave VIC Are you a skilled Client Services Officer looking to develop your career within the financial services industry? We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Mulgrave office and offers a...
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Client Services Manager
vor 3 Wochen
City of Melbourne, Österreich ACS Property Services VollzeitACS Property Services is a leading cleaning service provider across Australia, committed to excellence. Founded in 2007, our national footprint now spans 1000+ client sites and employs over 800 staff. Our company values revolve around being customer‑centric, constantly innovating, and fostering a spirit of unity – where we work as one team, one family....
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Senior MSP IT Support Tech — Cloud, Security
vor 2 Wochen
City of Melbourne, Österreich Australian Client Services VollzeitA national managed service provider in Australia is seeking an experienced Support Technician with at least 5 years in a similar role. The position involves Level 2/3 support, troubleshooting complex issues across diverse client environments, and exposure to modern cloud technologies and cybersecurity solutions. Competitive salary offered based on...
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IT Support Technician
vor 2 Wochen
City of Melbourne, Österreich Australian Client Services VollzeitAbout the Role We’re looking for an experienced Support Technician to join our fast-growing National MSP team. If you’ve spent at least 5+ years in a similar MSP support role , love problem-solving, and want exposure to modern cloud and cybersecurity technologies, this is the role for you. This is a hands-on technical support position working across a...
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Client Services Response Officer
vor 1 Woche
City of Melbourne, Österreich Hearth Support Services VollzeitAre you looking for a meaningful job? Do you have a passion for helping others and making a positive impact to someone’s life? Due to substantial growth, we are looking for Client Services Response Officer / s (CRO) to join Hearth Support Services and contribute in our pledge to be a driving force in changing the Disability sector to improve quality of...
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Financial Services Client Support Specialist
vor 19 Stunden
City of Melbourne, Österreich Fiducian Financial Services VollzeitA recognized financial services company in Mulgrave is seeking a Client Services Officer to provide administrative support and manage client interactions. The successful candidate will handle appointments, maintain client records, and assist in marketing initiatives. Excellent communication skills and previous experience in client services are essential....
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Client Service Manager
Vor 7 Tagen
City Of Greater Geraldton, Österreich MIQ Corporate Services VollzeitMiQ Private Wealth is dedicated to being Australia’s most trusted financial services practice. Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust. We value a positive work environment and lead by example, displaying our core values: Sustainable, Progressive,...
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Senior Insurance Client Services Officer
vor 2 Wochen
City of Melbourne, Österreich Curo Financial Services VollzeitSenior Insurance Client Services Officer We are a growing specialist insurance advice firm based in North Sydney, helping clients protect their families, businesses and lifestyles. Due to strong growth and increasing client demand, we’re looking for a senior, hands-on operations/admin professional to help us maintain high standards of service, efficiency...
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Client Services Coordinator – Residential Care
vor 20 Stunden
City of Melbourne, Österreich Professional Health Care Services VollzeitAbout Us At Professional Health Care Services (Pro Health Services), we are committed to delivering personalised, high-quality residential care services that support the dignity, independence, and wellbeing of every individual we serve. As a trusted provider in aged and disability care, our team of compassionate professionals work collaboratively to create...
