Current jobs related to Financial Services Professional - Melbourne, Victoria - eFinancialCareers Ltd.

  • Financial Services Professional

    4 weeks ago

    Melbourne, Victoria, Australia Liberty Financial Group Full time

    {"title": "Career Opportunities at Liberty Financial Group", "subtitle": "Join our team of passionate professionals who are dedicated to helping people achieve financial freedom.", "content": "At Liberty Financial Group, we are committed to providing exceptional customer experiences and helping our customers achieve their financial goals. We are seeking a...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Benneaux Full time

    **Financial Services Professional**Benneaux is seeking a skilled Financial Services Professional to join their team of professionals. As a key member of the team, you will work with innovative clients presenting a wide variety of financial and management issues.**Key Responsibilities:**Provide timely accounting solutionsMaintain and develop client...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Benneaux Full time

    Financial Services OpportunityBenneaux is seeking a skilled Financial Services Professional to join their team of professionals. This role offers a chance to work with innovative clients presenting a wide variety of financial and management issues.Key Responsibilities:Provide timely accounting solutionsMaintain and develop client...

  • Financial Reconciliation Specialist

    2 months ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About Insignia FinancialInsignia Financial is a leading provider of financial wellbeing services, helping individuals and organizations achieve their financial goals. Our team is dedicated to delivering exceptional results and making a positive impact in the lives of our clients.Job SummaryWe are seeking a highly skilled Financial Reconciliation Specialist...

  • Financial Services Professional

    4 days ago

    Melbourne, Victoria, Australia Sustain Recruit Full time

    A key role is available within a global financial services organisation for a collaborative and experienced professional with a focus on fund accounting and unit pricing.Responsibilities:The successful candidate will be responsible for:Unit Pricing: Accurate calculation and reporting of financial data.Month-End Report Packs: Preparation and timely delivery...

  • Financial Services Professional

    4 days ago

    Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    About the Role:At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Wealth Manager to join our team in Melbourne, Australia. The successful candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and manage a...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia ANZ Full time

    About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About the RoleAs a Banking Consultant in our Retail Banking team, you'll play a key role in helping to shape a world where people and communities thrive. You are based mainly in...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia AIA Full time

    The OpportunityWe are seeking a highly skilled and motivated individual to join our Financial Services business in Sydney or Melbourne as an Advice Associate. In this role, you will work closely with our Financial Planners to provide comprehensive administrative support and deliver a highly personable experience to our customers.To succeed in this position,...

  • Financial Services Professional

    4 weeks ago

    Melbourne, Victoria, Australia Engage Personnel Full time

    Chartered Accounting RoleEngage Personnel is seeking an experienced Chartered Accountant to provide financial services, tax compliance, auditing, and financial planning to our clients.Key Responsibilities:Prepare financial statements for companies, partnerships, trusts, and superannuation fundsPrepare income tax returns for entities and individualsPrepare...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Benneaux Full time

    Accounting SpecialistWe are seeking a highly skilled Accounting Specialist to join our team at Benneaux. As a key member of our accounting team, you will be responsible for providing timely and accurate financial solutions to our clients.Key Responsibilities:Develop and implement financial strategies to meet client needsProvide expert advice on financial...

  • Financial Transaction Specialist

    2 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About the RoleWe are seeking a highly skilled Financial Transaction Specialist to join our team at Insignia Financial. As a key member of our team, you will be responsible for facilitating financial transactions in a client-centric role.Key Responsibilities:Prepare and ensure accurate net asset value calculation and daily unit prices in line with internal...

  • Financial Services Professional

    4 weeks ago

    Melbourne, Victoria, Australia Sustain Recruit Full time

    About Sustain RecruitSustain Recruit is a leading recruitment agency specializing in financial services and accounting roles. We are dedicated to connecting talented professionals with exciting career opportunities.Job SummaryWe are seeking a highly skilled Fund Accountant to join our client's experienced and collaborative team. As a Fund Accountant, you...

  • Financial Services Professional

    4 weeks ago

    Melbourne, Victoria, Australia Engage Personnel Full time

    Business Services Accountant OpportunityThis well-established boutique Chartered Accounting firm is seeking a business services accountant to join their team. As a junior level accountant, you will have the opportunity to work with a successful and approachable manager who takes the time to mentor and support.Main Responsibilities:Prepare and lodge BAS and...

  • Financial Planning Analyst

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Unlock Your Potential as a Financial Planning AnalystAre you passionate about helping people achieve their financial goals? Do you have a knack for problem-solving and a desire to learn and grow? We're seeking a talented Financial Planning Analyst to join our team at Insignia Financial.About the RoleProvide expert advice and support to our clients and...

  • Financial Services Professional

    3 days ago

    Melbourne, Victoria, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    About the RoleAs a Financial Services Professional at ANZ, your mission is to support the Wealth Strategy Program and Chief Investment Office led initiatives by bringing high energy, a collaborative approach and a growth mindset to the challenges we face in transforming the way ANZ Private serves our current and future clients.About UsAt ANZ, we're shaping a...

  • Financial Reconciliation Specialist

    4 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds and schemes, including liquidity management.Monitor daily...

  • Financial Reconciliation Specialist

    2 months ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds/schemes, including liquidity management, to ensure seamless...

  • Financial Reconciliation Specialist

    2 months ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds/schemes, including liquidity management, to ensure seamless...

  • Financial Reconciliation Specialist

    1 month ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds and schemes, including liquidity management.Monitor daily...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full time

    Be part of a dynamic team at Bendigo Bank, where you can make a real difference in the lives of our customers.About the roleAs a Customer Relationship Manager, you will be responsible for delivering exceptional customer experiences and driving business growth through the provision of tailored financial solutions.Key responsibilities include:Building strong...

Financial Services Professional

2 months ago

Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time
Job Description

Job Title: Financial Services Professional

Job Summary:

We are seeking a highly motivated and customer-focused Financial Services Professional to join our team at eFinancialCareers Ltd. As a Financial Services Professional, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities:

  • Provide personalized banking and financial services to clients, including account management and product sales
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement sales strategies to meet or exceed sales targets
  • Stay up-to-date on industry trends and product offerings to provide expert advice to clients
  • Collaborate with internal teams to resolve client issues and improve overall customer experience

Requirements:

  • 2+ years of experience in a customer-facing role, preferably in the banking or financial services industry
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Proven sales and customer service skills, with a track record of meeting or exceeding sales targets
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong product knowledge and understanding of financial services

What We Offer:

  • A competitive salary and bonus structure
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A dynamic and supportive work environment with a team of experienced professionals
  • The opportunity to work with a leading financial services company and make a real impact on our clients' lives