Ready to take the next step in your financial services career? Join a fast-growing financial planning business with a strong presence across Australia! We’re excited to offer a full-time opportunity in our Erina office as an Associate, Technical Services. In this role, you’ll work alongside a team of highly qualified, experienced professionals who are passionate about fostering a supportive,...
Bartons is a boutique Chartered Accounting and Wealth Advisory firm delivering fully integrated services across Business Advisory, Tax, Wealth Management, Risk Protection, and Lending. We pride ourselves on our commitment to three core pillars: our clients, our people, and our community. These values guide everything we do and have shaped our reputation for excellence and care. We are seeking a...
Associate, Client Services - Australian Market (Hong Kong Based) Associate, Client Services - Australian Market (Hong Kong Based) 4 days ago Be among the first 25 applicants Direct message the job poster from Third Bridge Group Limited Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make...
Overview The Client Services Associate is responsible for serving as the first level of support to existing clients, and for managing and coordinating the completion of all language projects in our Sydney Office. Responsibilities - Respond to client requests for new project initiatives through our centralized technology - Collaborate with production team members to assess the scope of work and...
A financial services firm in Western Australia is seeking a Client Service Associate to support Financial Advisors. The role involves managing client communications, preparing documentation, and ensuring compliance. The ideal candidate has at least 5 years in the financial services industry, possesses excellent communication skills, and has advanced computer proficiency. This position offers...
Overview Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity You will be...
A leading financial services firm in Melbourne is seeking a Client Services Associate for their Private Wealth division. This entry-level position offers exciting opportunities to learn about investment advice and wealth management within a highly respected team. Ideal candidates should possess a relevant degree, have some experience in client services, and a keen attention to detail. The role...
Associate, Product Development & Client Services, Australia page is loaded## Associate, Product Development & Client Services, Australialocations: Sydney, Australiatime type: Full timeposted on: Posted Todayjob requisition id: R6883### Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible,...
Join our high performing team in Brisbane and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a...
A global leader in financial administration is seeking a Client Service Associate for a permanent role in Melbourne. This position offers a hybrid work model, focusing on the management of client accounts and employee share plans. You will work closely with a supportive team, ensuring high-quality service delivery to clients. Ideal candidates will have strong communication skills, excel...
Overview Client Services Associate | Wealth Management Our client, a well-established wealth management firm, is seeking a Client Services Associate to provide comprehensive administrative and operational support to their established advisory team. This is an excellent opportunity for someone who thrives in administration and wants to build a long-term career supporting wealth advisers and...
A leading financial planning firm in Geraldton, Western Australia, is seeking a motivated Client Services Associate. This role involves managing client enquiries, preparing financial documents, and supporting the team with administrative tasks. Candidates should have strong organisational skills and excellent communication abilities. The company values career progression and offers flexible work...
A fast-growing financial planning firm in New South Wales is seeking an Associate in Technical Services to join their team. This full-time role involves developing tailored financial strategies and supporting client engagement efforts. Candidates should possess a relevant degree and strong communication skills. The firm promotes professional development, work-life balance, and offers a...
Location: Melbourne, Australia (Hybrid) In this position, you’ll be based in the Yarra Falls office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex. Job Description We have an exciting opportunity for a Client Service Associate to join us on a permanent basis –...
A leading investment firm in Sydney seeks a Client Service Associate to manage relationships with high-net-worth clients while fulfilling operational tasks. This role requires excellent communication and the ability to navigate challenges. Candidates must have a university degree and at least 1 year of relevant experience. Join a collaborative environment that values diversity and offers...
HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients. Key responsibilities - Manage client enquiries and requests in a timely and...
Client Services Associate - Private Wealth Thomas Frost Executive provided pay range This range is provided by Thomas Frost Executive. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: A$70,000.00/yr - A$100,000.00/yr Location: Melbourne, Victoria, Australia Employment type: Full‑time Seniority level: Entry level Job...
Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities - Assist in client meeting preparation and...
A financial services firm in Western Australia is seeking a Client Service Associate to support Financial Advisors. The role involves managing client communications, preparing documentation, and ensuring compliance. The ideal candidate has at least 5 years in the financial services industry, possesses excellent communication skills, and has advanced computer proficiency. This position offers...
Coastal Advisory Australia is a leading financial planning business with offices nationwide, committed to delivering top-tier financial advice and exceptional client services. With a strong focus on long‑term client relationships, our team offers personalised financial solutions to help individuals achieve their financial goals. We are currently seeking an Associate, Client Services to join our...