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Listed two days ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
2d ago
Listed two days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Growing business | Great team culture | Some WFH available.
  • Larger multi-faceted practice | Growth & development | Fast Paced
  • Implementation Focus | Fun team environment | Immediate Start
Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.
2d ago
Listed two days ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office.
2d ago
Listed two days ago

Client Services Officer

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Full time job

Nedlands, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Opportunity to grow and progress in your career
  • Access to the exclusive discounts and offers with selected local businesses
AMA Financial Planning is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
2d ago
Listed three days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Workplace Benefits through FLARE and our Employee Assistance Program
  • Paid Parental Leave
  • Located at iconic 25 Martin Place with great amenities and public transport
Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.
3d ago
Listed one day ago

Operations Manager - Financial Services

at Harris Recruitment

This is a Full time job

Perth WA
$120,000 – $130,000 (inclusive of superannuation)
subClassification: Banking - Business
Banking - Business
classification: Banking & Financial Services
(Banking & Financial Services)
  • Professional and sophisticated client base
  • Leadership of a committed team
  • Highly professional corporate practice
Rare paraplanning team management opportunity with a mid tier, blue chip financial services practice
1d ago
Listed seven hours ago

Member Transition Lead

at Heritage and People's Choice

This is a Contract/Temp job

Toowoomba, Toowoomba & Darling Downs QLD
subClassification: Management
Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Two year fixed term contract opportunity
  • Join a supportive and passionate team
  • Work flexibly from our head offices in Queensland or SA
Ensure the voice of member and business is front and centre in delivery of the transition of members to People First Bank. In this hi
7h ago
Listed three days ago

Senior Practice Support Officer

at Insignia Financial Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Make a positive impact in this influential role, whilst growing your career
  • Contribute to the financial wellbeing of our 2 million+ clients across Australia
  • Join a leading Wealth Management, advice-led organisation
Looking for administrative and technical support person to assist our Financial Advice Team
3d ago
Listed one day ago

Virtual Business Development Manager

at Zurich Financial Services Australia

This is a Full time job

Melbourne VIC
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Our culture is designed to inspire and involve you at every stage of your career
  • 5 weeks annual leave, annual incentive bonus and wellbeing payment
  • Flexible, hybrid work options
Exciting opportunity to grow your career with Zurich's Life Risk business. Be part of a vibrant, professional sales team!
1d ago
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