Client Services Associate

3 days ago

City Of Greater Geraldton, Australia Regional Jobs Western Australia Full time

The role

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 professional manner
- Assist with the preparation of financial planning documents and reports
- Coordinate client meetings and appointments
- Maintain accurate client records and database management
- Support the financial planning team with ad-hoc administrative tasks
- Ensure compliance with relevant financial services regulations and internal policies

About us

HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.

#J-18808-Ljbffr

  • Client Services Associate

    2 days ago

    Geraldton, Western Australia HPH Solutions Full time $45,000 - $60,000 per year

    Kickstart Your Career in Financial Planning – GeraldtonReady to build a long-term career in financial advice? HPH Solutions is seeking a motivated individual to join our Geraldton team as a Client Services Associate – the first step in an exciting career pathway toward becoming a financial planner.If you've started or completed a qualification in...

  • Client Services Associate

    1 week ago

    Council of the City of Sydney, Australia CMC Markets Full time

    Client Services Associate page is loaded## Client Services Associatelocations: Sydneytime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 17, 2025 (29 days left to apply)job requisition id: CMC4857If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to...

  • Client Service Associate

    2 weeks ago

    Melbourne City Centre, Australia HAYS Full time

    Global investment bank looking for an experienced client service associate to join their dynamic team! **Your new company** This company are prestigious global bank who specialise in Investment Banking and Wealth Management. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic...

  • Associate, Client Services

    1 week ago

    Greater Adelaide SA, Australia CoreLogic Full time

    At CoreLogic, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and...

  • Client Associate

    2 weeks ago

    Greater Adelaide SA, Australia Dentsu Full time

    Job Description:Who we aredentsu is a network designed for what's next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands: Carat, Dentsu Creative, dentsu X, iProspect and Merkle, each with deep specialisms.Carat is the world's first media agency...

  • Client Services Officer

    5 days ago

    Melbourne City Centre, Australia Court Services Victoria Full time

    Court Services Victoria provides corporate services and facilities to support the performance of the judicial, quasi-judicial and administrative functions of Victoria's courts and tribunal, Judicial College and Judicial Commission. Collectively, Victoria's Supreme, County, Magistrates', Children's, and Coroners courts, the Victorian Civil and Administrative...

  • ▷ 15h Left: Client Services Associate

    2 weeks ago

    City of Melbourne, Australia Capital Com Australia limited Full time

    We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting‑edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing, talented team. As a Client Services...

  • Client Service Manager

    2 days ago

    Geraldton, Western Australia Ascend Business Results Full time $60,000 - $80,000 per year

    CLIENT SERVICE MANAGERAscend Business Results is a CPA Accounting & Business Advisory Firm that aims to help our clients enjoy the adventure of business.An exciting opportunity exists for an enthusiastic and proficient 'go-getter' to join our team as a full time Client Service ManagerDo you want to work with a fun, professional team and learn from a local...

  • Client Service Associate New

    4 weeks ago

    Gold Coast City, Australia Manpower Australia Full time

    Our client is an international insurance brokerage, risk management and consulting firm, operating in more than 60 countries. They are the chosen partner of more than 130,000 Australian businesses, from small businesses through to multinational corporations and iconic brands. They are looking for a motivated Client Service Associate to support their...

  • Client Success Associate

    1 week ago

    Council of the City of Sydney, Australia Gartner Full time

    What makes Gartner a great place to work? We/'re recognized worldwide as a great place to work year after year. We/'ve been recognized by Fortune as one of the World/u2019s Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the...