Senior Client Services Leader – Superannuation
vor 1 Tag
A leading financial planning practice in Queensland is seeking a Senior Client Service Officer to enhance client services. This role combines administrative ownership with leadership duties, involving client onboarding and supervision of junior staff. You will ensure compliance and efficient workflows while supporting advisers. Ideal candidates have 2–5+ years in client services and a strong grasp of financial products. The practice offers a collaborative culture and opportunities for professional growth.#J-18808-Ljbffr
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Superannuation Team Leader
vor 1 Woche
Gold Coast City, Österreich Hub24 Management Services Pty VollzeitHUB24 leads the wealth industry as the best provider of integrated platform technology and data solutions. At HUB24 we know the smartest investments start with our are innovative and ambitious and we move fast. At HUB24 we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape we build a...
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Senior Superannuation Administrator
vor 1 Tag
Gold Coast City, Österreich at VollzeitWe are a well-established, client-focused financial planning practice. We are dedicated to delivering high-quality advice and an exceptional client experience across superannuation, retirement, investments, and personal insurance. Our team prides itself on professionalism, teamwork, and building strong, supportive relationships with both clients and internal...
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Senior Superannuation Team Lead — Hybrid Work
vor 1 Woche
Gold Coast City, Österreich Hub24 Management Services Pty VollzeitA leading financial services provider based in Gold Coast is seeking a Team Leader for its Superannuation Administration team. This full-time role emphasizes operational excellence and team empowerment, with the possibility of working from home 2 to 3 days a week. The successful candidate will lead daily workflows and drive continuous improvement. Strong...
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Financial Planning
Vor 3 Tagen
Gold Coast City, Österreich at VollzeitWe are a well-established financial planning firm seeking an experienced Senior Client Service Officer that is ready to step into a broader Client Services Manager role. This position oversees client administration, adviser support, insurance workflows, and CRM/task management. ABOUT THE ROLE Manage client onboarding, SOA/ROA implementation, and review...
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Hybrid Superannuation Team Lead — Drive Ops
Vor 7 Tagen
Gold Coast City, Österreich Hub24 Management Services Pty VollzeitA leading financial services provider is looking for a Team Leader to oversee its Superannuation Administration team in Gold Coast. This full-time role emphasizes operational excellence and team empowerment, allowing for remote work 2 to 3 days a week. The ideal candidate will have strong leadership experience in financial services and a solid understanding...
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City of Melbourne, Österreich MUFG Pension & Market Services VollzeitA global leader in financial services is seeking a Client Delivery Manager in Melbourne. This role focuses on managing relationships with superannuation clients, ensuring exceptional service delivery, and driving commercial growth. Candidates should have experience in client relationship management within superannuation and possess strong leadership skills...
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Senior Client Services Leader
vor 1 Tag
Gold Coast City, Österreich seek.com.au VollzeitA respected financial planning firm on the Gold Coast is seeking a Client Services Manager to oversee client onboarding and ensure smooth operations. With a strong emphasis on mentorship and career progression, this role is perfect for those with 3+ years in financial planning client services and a solid understanding of superannuation and investments....
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Gold Coast City, Österreich at VollzeitA financial planning firm in Gold Coast City is seeking a Senior Client Service Officer to manage client administration and support advisers. The role involves overseeing client onboarding, handling insurance applications, and maintaining task workflows. Candidates should have 2–5 years of experience in financial planning services and strong knowledge of...
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Financial Planning
vor 1 Tag
Gold Coast City, Österreich seek.com.au VollzeitClient Services Manager – Financial Planning Salary: $80,000–$120,000 (depending on experience) Take the next step in your financial services career with a firm that genuinely invests in its people. We’re a well-established, growing financial planning practice known for our supportive culture, modern systems and organised workflows. As our client base...
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QLD State Manager — Lead Growth
vor 3 Wochen
City of Brisbane, Österreich Hostplus Superannuation VollzeitA leading superannuation fund in Queensland is seeking a State Manager to lead their client-facing team. This role involves driving growth and retention strategies through strong relationship management and leadership. The ideal candidate will have proven experience in the superannuation industry and a strong background in account management. This position...