Hybrid Client Services Manager: Elevate Financial Outcomes

Make your move. Make your mark. Lead continuous improvement to lift team performance and client outcomes Permanent Full-time, located in Melbourne The opportunity to join our team This is an exciting opportunity to lead the Client Services function within MLC Asset Management. As the Manager, Client Services, you will oversee the Client Services team and...

A leading financial services company seeks a Super Administration Team Leader in Sydney to manage client support and operational functions. The role emphasizes client advocacy, service optimization, and leadership of a team. Applicants should have a relevant degree, strong leadership skills, and experience in client management. This position offers a hybrid...

A leading financial advisory firm in Melbourne is seeking a State Advice Leader to enhance adviser performance and client outcomes. The successful candidate will lead private wealth advisers in achieving growth targets and implement strategies for client acquisition. Ideal candidates should possess over 10 years of experience in financial services with...

A financial services provider is seeking a Senior Risk and Compliance Specialist to manage risk and compliance services within the Wrap Business Line. This role requires strong knowledge of risk management and the Australian regulatory landscape, alongside 5+ years of experience in risk/compliance in financial services. The successful candidate will foster a...

Join to apply for the Client Services Manager role at Viridian Financial Group An exciting opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office. About the Role Our CSM’s play a critical role supporting our Financial Advisors, and this role will see the successful...

A leading financial services firm in Australia is seeking a Team Lead for Client Services to manage a team delivering exceptional support to clients and advisers. You will enhance operational efficiency and ensure compliance with financial regulations. The ideal candidate has over 3 years of experience in a leadership role within the financial sector. This...

Based in Malvern 3144, Maddern Financial Advisers provide specialised focus and integrated financial advice to small‑medium business owners and successful career professionals. We hold our own AFSL and are a fee‑for‑service business. Our well‑established firm has a great team culture and has won several awards over the years. Our loyal client base is...

A leading IT services provider is seeking an experienced Account Director for the Financial Services sector in Melbourne. You will lead customer strategy and engagement, drive commercial outcomes, and manage complex relationships with major accounts. The role demands a minimum of 8 years in account management and experience with financial clients. The...

A leading financial services firm in Western Australia is seeking a Client Services Manager to enhance client experiences through proactive support. You will be responsible for managing client interactions, maintaining accurate compliance documents, and assisting Financial Advisers. Ideal candidates will have experience in client services, strong...

A financial services company is seeking a Client Relations Manager to manage key adviser relationships and provide exceptional service. You will play a vital role in ensuring customer needs are met, collaborating with teams to achieve the best outcomes. Ideal candidates will exhibit strong relationship management skills, a positive attitude, and the ability...