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Listed one day ago

Client Services Officer

at Findex

This is a Full time job

Geelong, South West Coast VIC
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Grow your career while living somewhere you love!
  • Thrive with the support of a team who share a common goal!
  • Work for a company that develops and promotes its own talent!
An exciting opportunity for a self-driven & passionate person to join our Client Services team supporting our Financial Advisers in Geelong, VIC!
1d ago
Listed sixteen days ago

Business Development Associate

at Colonial First State Investments Limited

This is a Full time job

North Adelaide, Adelaide SA
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Join one of Australia's largest and most awarded super and investment providers
  • North Adelaide location - hybrid work arrangement
  • Fantastic opportunity for a client service professional or a graduate
Support our SA & WA sales teams to service a panel of existing adviser relationships through proactive and reactive service support work and operation
16d ago
Listed thirteen days ago

Trust and Wealth Adviser - Health & Personal Injury Clients

at Equity Trustees Limited

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Friendly welcoming high performing team
  • Great central CBD location, modern office fit-out and end-of-trip facilities
  • Hybrid work environment
Manage fiduciary accounts with precision and care. You'll oversee investment management, crafting initial plans and conducting reviews.
13d ago
Listed nine days ago

Client Services Officer

at Findex

This is a Full time job

Albury, Albury Area NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
  • Surround yourself with people who inspire and challenge you!
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
9d ago
Listed nine days ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
9d ago
Listed eight days ago

Client Services Officer | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$60k + super
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Flexible working arrangements with WFH offered after a settling in period
  • Career progression pathways in place to assist with your career journey
  • Outstanding company culture with regular social events
A respected financial planning firm based in the CBD are seeking an entry level CSO. Ideal position for someone who has just completed studies.
8d ago
Listed seventeen days ago

Client Service Officer - with Professional Year opportunities available

at Continuum Financial Planners Pty Ltd

This is a Full time job

Upper Mount Gravatt, Brisbane QLD
$55,000 – $66,000 per year + Super
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Collaborative and supportive environment
  • Opportunity to grow and progress your career
  • Long-time established practice will low staff and client turnover
Established financial planning practice looking for a CSO to join our team. Competitive salary and opportunities for career progression.
17d ago
Listed twenty one days ago

Client Service Officer

at Stonefish Recruitment

This is a Full time job

Brisbane QLD
$55,000 – $68,000 per year + Super & Bonus
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Busy financial planning firm in the Brisbane city.
  • Long established and ethical business.
  • Great team environment and work place.
Established financial planning firm based in Brisbane city are looking for an experienced client services specialist.
21d ago
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