Client Services Manager — Wealth Advisory Support

Business Support Co-ordinator at Award Winning Private Wealth Firm Part-time or Full-time considered for the right candidateStart an exciting new opportunity in early 2026! About the Role VISIS Private Wealth, an award-winning financial services firm, is seeking a detail-oriented and proactive Business Support Co-ordinator to join our Brisbane team. This is...

Paraplanner - Wealth Advisory - Melbourne Our client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created! We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced...

Overview 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...

A boutique wealth advisory firm in Melbourne seeks a Client Services Team Leader to oversee a dedicated team. Responsibilities include implementing financial advice and maintaining client records while offering leadership and development. The ideal candidate has 3+ years in client services and proficiency in Xplan. This role offers a competitive salary,...

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 financial advisory firm in Sydney is looking for a Private Wealth Associate to support the Principal Adviser. This role involves attending client meetings, preparing client summaries, and managing the advice workflow. Candidates should have at least 3 years of experience in financial planning and should excel in communication and detail-oriented tasks. The...

Associate Director/Business Services Manager Well established boutique firm with a reputation for quality and integrity A clear pathway to equity for the right candidate Modern tools, supportive team and direct Partner mentorship Ongoing professional development and integrated cross-service learning Exceptional client base of SMEs and high-net-worth family...

Company Description MiQ Private Wealth, founded in 2006, is a leading Australian-owned financial advisory organization dedicated to enhancing the financial wellbeing of clients and their future generations. With offices across Queensland, Western Australia, ACT, and New South Wales, MiQ provides innovative strategies and tailored financial planning services....

Associate Director/Business Services Manager Well established boutique firm with a reputation for quality and integrity A clear pathway to equity for the right candidate Modern tools, supportive team and direct Partner mentorship Ongoing professional development and integrated cross-service learning Exceptional client base of SMEs and high-net-worth family...

Sydney Wealth Management Permanent An exceptional opportunity has arisen for a Private Banking Client Services Rep (CSR) to join a prominent global private banking client in Sydney, supporting a small group of senior Private Bankers in a premium client-focused private wealth environment. This role offers a valuable entry point into private wealth management,...