Financial Services Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeCustomer Oriented Full time $100,000 - $400,000
Job Title:

Personal Financial Consultant

Role Summary

We are seeking an experienced and customer-focused Personal Financial Consultant to deliver exceptional banking services by meeting customers' needs. As a key member of our team, you will be responsible for providing personalized support, education, and solutions that meet the evolving needs of our customers.

  • Client Services Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Ubs Financial Services Full time

    Are you customer-centric focused with a great track record of resolving enquiries?Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide excellent client service to ETD (Exchange Traded Derivatives) and Prime Brokerage (PB) clients by monitoring, investigating,...

  • Client Services Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Ubs Financial Services Full time

    ?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries?Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide excellent client service to ETD (Exchange Traded Derivatives)...

  • Client Services Specialist

    2 weeks ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Client Services Specialist

    1 week ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Marketing Specialist

    6 days ago

    Sydney, New South Wales, Australia Greenstone Financial Services Full time

    Join to apply for the Marketing Specialist role at Greenstone Financial ServicesFull Time - 6 Month Contract OpportunityThe Marketing Specialist is responsible for the execution and delivery of various offline and online marketing communications including TV advertorials, print, collateral, CMS website updates, customer communications and promotional...

  • Marketing Specialist

    6 days ago

    Sydney, New South Wales, Australia Greenstone Financial Services Full time

    Join to apply for the Marketing Specialist role at Greenstone Financial ServicesFull Time - 6 Month Contract OpportunityThe Marketing Specialist is responsible for the execution and delivery of various offline and online marketing communications including TV advertorials, print, collateral, CMS website updates, customer communications and promotional...

  • Financial Services Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFinance Full time $90,000 - $120,000

    Financial Services SpecialistA specialist financial services firm in Sydney seeks a Financial Services Specialist to join their team.This is an exciting time to be part of this innovative business with strong growth in recent results and impressive portfolio growth.The successful candidate will engage with customers, manage loan journeys, structure credit...

  • Financial Services Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeSpecialist Full time $60,000 - $80,000

    Our organization is seeking a highly skilled Financial Services Specialist to join our team.Job Description:The Financial Services Specialist will play a crucial role in providing high-quality financial services to internal and external stakeholders. This includes managing bank statements and receipt journals, reconciling payments from PMS receipts versus...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia Bfg Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park.We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time.This is an...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...