Wealth Client Services Specialist

Get AI-powered advice on this job and more exclusive features. Join our specialist Wealth division that offers market‑leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly...

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...

Integral Private Wealth is seeking an exceptional Private Wealth Associate to support the Principal Adviser in a true private wealth environment. You will work directly alongside an adviser recognised nationally by Barron’s in The Australian and Financial Standard, supporting high net worth clients with complex and intellectually rewarding strategies. This...

Join our specialist Wealth division that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy. At Macquarie, our advantage is bringing...

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...

A leading financial services provider is seeking a Client Service Consultant in Sydney to join their Wealth division. The role involves supporting clients and Financial Advisors, resolving issues with empathy. Candidates should have 1+ years of experience in wealth management or related fields, possess high typing accuracy, and demonstrate critical thinking...

A leading wealth management consultancy in Sydney is seeking a Client Service Manager fluent in Mandarin. This role, based in Sydney or Melbourne, involves managing client queries, account maintenance, and assisting the Private Client Advisors. The ideal candidate will possess strong organizational skills and a background in wealth management. The position...

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,...

A leading wealth management firm in Australia is seeking a Head of Client Services to deliver premium service to high-net-worth clients and financial advisers. This role involves leading a client-facing team, ensuring operational excellence, and fostering a culture of continuous improvement. Ideal candidates will have over 7 years of leadership experience in...

A growing financial planning firm in Gold Coast is seeking a Client Service Officer to support Financial Advisers in delivering exceptional service to expatriate clients. The ideal candidate has a minimum of 3 years of experience, strong CRM skills, and thrives in a service-driven environment. The role includes managing client communications, coordinating...