Stockbroking Operations/ Client Services
2 weeks ago
Melbourne- Investment Banking- Contract or TemporaryOur client is a global brokerage firm and within their operations division they are seeking an additional Client Services support for 12 months.
The team is responsible for supporting client onboarding, client account maintenance, deceased estates processing, CHESS sponsorship and intermediary/external planner functions.
**Responsibilities**:
- Provide exceptional client service support to internal and external clients alike
- Complete Equity transfers including: Broker-to-Broker; HIN; Off/On Market transfers and conversions
- Assist client CHESS transfer queries
- Process Deceased Estates / Change Trustee queries
- Chess Sponsorship
- Intermediary & External Planner administration
- Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)
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Stockbroking - Dealers Assistant
1 month ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- PermanentOur client is a global financial institution seeking a Dealers Assistant to join their Wealth Management/Stockbroking Department servicing their HNW Clients in their Melbourne Office. The role will be directly supporting private client advisers, liaising with their clients, placing trades on client behalf and providing...
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Stockbroking - Dealers Assistant
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementPermanentOur client is a global financial institution seeking a dealers assistant to join their Australian wealth management/stockbroking department servicing their HNW clients in their Melbourne office.As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader...
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Senior Accountant
1 month ago
Melbourne, Australia Michael Page Full timeAbout Our Client Our client is an investment and wealth management firm that offers a range of services to individuals and institutional clients such as stockbroking, online trading, funds management, plus more. They operate across 15 countries and is one of Asia'a leading financial institutions. Job Description Reporting to the CFO, your duties...
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HNW Client Adviser
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne, SydneyWealth ManagementPermanentOur client is a leading Australian boutique stockbroking firm with a unique focused approach, fostering extraordinary outcomes for both clients and stakeholders. Our client has a long-standing prominent profile in building strong corporate relationships especially with small and mid-cap Australian companies, across...
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Client Services Assistant
4 weeks ago
Melbourne, Australia Boston Consulting Group Full time**WHAT YOU'LL DO**: Reporting to the local Operations Services Senior Manager, the Client Services Assistant will work effectively as part of the Client Services Team, to carry out a diverse range of office and administration tasks to ensure the seamless running of daily operations. Responsibilities will include coordinating office logistics, meeting room...
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Institutional Equity Sales- Team Assistant
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementPermanentOur client is a leading Institutional Equities broker seeking a Sales Assistant to directly support their Institutional Equity Sales team as well as run the office management duties for their small office in Melbourne. They are seeking someone who has prior stockbroking industry experience and someone with the ability...
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Dealer's Assistant
4 weeks ago
Melbourne, Australia Fortrend Securities Full time**About the company** Fortrend helps Australians diversify into sectors of the economy not available on the ASX. The objective is to reduce risk and improve long term returns with high conviction advice. We offer U.S. domiciled stockbroking accounts. With a clear business growth plan, there are plenty of opportunities to grow your career with a professional...
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Client Services Manager
4 weeks ago
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Client Service Executive
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Melbourne, Australia Creative Activation Full time**Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...
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Client Services Administrator
1 week ago
Melbourne, Victoria, Australia Charterhouse Full timeClient Services Administrator Boutique Financial Services Firm $75 + super + BonusSupportive and growing culture About the CompanyA great opportunity for an experienced Client Services Administrator who is looking to take the next step. Overseeing the day to day administration operations and supporting the administration team managing the workflow, while...
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Client Services Manager
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Head of Client Services
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Client Service Manager
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Melbourne, Australia Creative Activation Full time**Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...
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Melbourne, Australia Court Services Victoria Full timeLocation: Melbourne | CBD Job type: Full time / until 30 September 2024 Organisation: Court Services Victoria **Salary**: $73,842 - $89,661 Occupation: Legal Reference: VG/MC0934_MC0968 - 2 x VPS Grade 3 Specialist Client Service Officer roles - Fixed Term until 30 September 2024 - Hybrid Work Arrangements - Flexible working options (Part time and Full...
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Client Support Administration Coordinator
1 month ago
Melbourne, Australia Crown Property Services Full time**About us** Crown Property Services is a privately-owned, Melbourne based commercial property company, servicing medium to large businesses Australia wide. We are not only recognised for our ability to provide specialised solutions for the toughest cleaning challenges, but also for our friendly and professional staff, who are committed to providing...
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Client Services Manager
4 weeks ago
Melbourne City Centre, Australia Charterhouse Full time**Client Services Manager | ASIC experience**: - **Boutique Financial Services Firm**: - **$80-90 + super + Bonus**: - **Supportive and growing culture**: - **9 day fortnight** **About the Company** A great opportunity for an experienced Client Services Administrator who is looking to take the next step with ASIC experience. Overseeing the day to day...
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Client Services, Vice President
4 weeks ago
Melbourne, Australia 1588 State Street Services Australia Pty Limited Full timeSummaryThe key aspects to the role are: Client Engagement, management and servicing Staff Management Mentoring and Coaching Internal stakeholder engagement and management.What you will be responsible forAs Client Services, Vice President, you will:Proactive Client Engagement aimed at retaining existing clients, improving client satisfaction scores as well as...
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Senior Accountant
4 weeks ago
Melbourne, Australia Michael Page Full timeCBD location - $110-130k + Super Global organisation in the financial services industryAbout Our ClientOur client is an investment and wealth management firm that offers a range of services to individuals and institutional clients such as stockbroking, online trading, funds management, plus more. They operate across 15 countries and is one of Asia's leading...
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Client Service Officer
1 month ago
Melbourne, Australia IAS RECRUITMENT Full timeCareer progression in Financial Services - $70K - $80K (incl super) + bonus - Supportive team environment **About the company** Are you looking for a dynamic career opportunity in the financial industry? Do you aspire to become a Financial Adviser/Paraplanner in the long term? Our client is currently experiencing growth and seeking exceptional individuals...
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Client Service Representative
4 weeks ago
Melbourne, Australia RSM US LLP Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...