Client Service Associate

Requires previous experience within wealth management in a client service support role **Your new role** The key function of the role is supporting two Financial Advisors with client administration related to financial planning. Typical role duties include: - Facilitation of all administrative client queries - Client on-boarding, including preparation of...

Client Service Associate **Location**: Abbotsford This is a hybrid position based in Abbotsford. We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **We give you...

**Locations: Abbotsford - (Hybrid)** This is a hybrid position primarily based in Abbotsford. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **We give you a...

**Location: Abbotsford, Yarra Falls **This is a hybrid position primarily based in Abbotsford. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **We give you...

**Location**:Abbotsford This is a hybrid position based in Abbotsford. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **We give you a world of...

**We give you a world of potential** We have an exciting opportunity for a Client Service Associate to join us on a permanent basis - working in our Plan Managers division within Computershare responsible for providing administrative services, project management and plan design to Plan Manager Clients and their individual employee share plan holders Why is...

Client Service Associate **About Vanguard** More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group...

**Are you ready to expand your wealth career as a Client Associate?** Join our Financial Planning team at Findex as a Client Associate in our Melbourne office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures. **What would your typical week look...

Leading global investment management firm - Collaborative culture - Melbourne based| Hybrid WFH & Office model Our client, a United States based financial institution with approximately AUD 26 billion under management, is currently seeking a values-driven Client Services Associate to join their Melbourne team. In this role, you will play a pivotal part in...

**We give you a world of potential** We have an exciting opportunity for a Client Service Associate to join us on a permanent basis - working in our Plan Managers division within Computershare responsible for providing administrative services, project management and plan design to Plan Manager Clients and their individual employee share plan holders Why is...

**Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Corporate Finance Associate role - Fund Sponsors, Strategic Investors and Alternative Assets (FSA) Sector**: - **Permanent opportunity - Melbourne CBD location**: - **Diverse, global and fast-paced role in a dynamic, team first environment** **It’s more than a career at NAB. It’s...

**Country**: Australia **Location**: 96 Derby Street Pascoe Vale, Melbourne, VIC 3044 **Client Services Associate**: **Carrier Australia**: **Pascoe Vale, Melbourne**: **Full time**: **Build a career with confidence** Carrier Global Corporation, global leader in intelligent climate and energy solutions is committed to creating solutions that matter for...

Are you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in our Melbourne office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.  This is a permanent, full-time position,...

Are you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in our Melbourne office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.  This is a permanent, full-time position,...

Are you ready to expand your wealth career as a Client Associate?Join our Financial Planning team at Findex as a Client Associate in either our Melbourne / Geelong / Colac office! The Client Associate is responsible for ensuring that team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.  This is a...

Genuine career opportunity. Join our Risk Insurance team and enjoy flexible work arrangements - work from home or the office. **Ignite your career and join our team!** We have an exciting opportunity for a Client Associate to join our Risk Insurance/Client Services team. If you have a passion for client engagement, the insurance sector and yearn for...

We are seeking a highly skilled Client Services Officer to join our Wealth Management team at Ulton.About the RoleThis administrative role is the first point of contact for clients, maintaining and developing new and existing relationships.Key ResponsibilitiesHighly developed attention to detail and accuracy skills.Demonstrated ability to manage time,...

**About Vanguard** More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external...

About the RoleWe are seeking a highly skilled and motivated Client Associate to join our Financial Planning team at Findex in Melbourne. As a Client Associate, you will play a critical role in ensuring the smooth operation of our team's workflow, using relevant Findex systems and adhering to our policies and procedures.Key ResponsibilitiesDevelop and...

Must have previous experience within wealth management in a client service support role **Your new role** You’ll often be the first point of contact with clients on a broad array of services related to financial plans and investment portfolios. You’ll require relationship management experience and knowledge of the financial advice process. The role is...