Financial Services Coordinator

2 weeks ago


Melbourne, Victoria, Australia Stifel Full time
What We're Looking For

We are seeking a highly organized and detail-oriented individual to join our team as a Client Service Associate. In this role, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.

You will be responsible for identifying situations that require escalation to Financial Advisors or Branch Managers, including suspicious client and/or employee activity.



  • Melbourne, Victoria, Australia Latitude Financial Services Full time

    Latitude Financial Services is committed to creating a platform that helps people shop and live better. As a Senior Business Analyst, you'll play a critical role in driving our continued growth and success by working closely with the Product and Development teams.Our team's goal is to identify and develop strategic initiatives for improved customer...


  • Melbourne, Victoria, Australia UBS Financial Services Full time

    Program OverviewThe UBS Investment Banking Development Challenge is a unique opportunity for students to gain hands-on experience in a real-life transaction and gain insight into what a career as an analyst at a leading investment bank could be like.You will work with various country, sector, and product teams in our Global Banking business, providing...


  • Melbourne, Victoria, Australia Perpetual Limited Full time

    About the PositionWe are looking for a highly organized and detail-focused Financial Services Coordinator to join our team. As a key administrator, you will provide critical support to our financial advisers, ensuring accurate and timely delivery of services.Key Responsibilities:Manage multiple priorities, coordinating tasks and projects effectively to meet...


  • Melbourne, Victoria, Australia UBS Financial Services Full time

    At UBS Financial Services, we are committed to developing the next generation of financial leaders. Our Investment Banking Challenge offers an exciting opportunity for students to gain hands-on experience in a real-life transaction and gain insight into what a career as an analyst at one of Australia's leading investment banks could be like.The challenge is...


  • Melbourne, Victoria, Australia Victorian Department of Families, Fairness & Housing Full time

    Job SummaryThe Victorian Department of Families, Fairness & Housing seeks a highly organized individual to fill the role of Financial Services Coordinator. As part of the Technology Management Office, this position plays a crucial role in supporting the financial management of Information Technology Services (ITS) related activities and initiatives.Main...


  • Melbourne, Victoria, Australia Specsavers Full time

    Key ResponsibilitiesThe Financial Services Coordinator will be responsible for performing payroll functions for our Australian stores, ensuring adherence to relevant taxation, legislation, awards, and organisational policies. You'll work closely with our Payroll Team Leader to identify areas for improvement and implement process changes.In this role, you'll...


  • Melbourne, Victoria, Australia Fuse Recruitment Full time

    Requirements and QualificationsTo be successful as a Financial Services Coordinator, you will need:Prior experience in financial services, particularly in mortgage broking, lending, or a similar role.Demonstrated background in customer-facing roles with a proven ability to communicate effectively and professionally.Familiarity with home loan application...


  • Melbourne, Victoria, Australia beBee Careers Full time

    Proactive Client ManagementWe are seeking a proactive and results-driven individual to join our team as a financial services professional. As a client-focused individual, you will be responsible for managing client relationships, ensuring timely and efficient delivery of services, and exceeding client expectations.Your key responsibilities will include...


  • Melbourne, Victoria, Australia RACV Full time

    At RACV, we're seeking a highly skilled Financial Services Coordinator to join our team. As the primary point of contact for general ledger reconciliation services, you'll be responsible for delivering accurate and timely balance sheet reconciliations, identifying system/process issues impacting financial reporting integrity, and preparing month-end journals...


  • Melbourne, Victoria, Australia Frontier Financial Group Full time

    Salary: A$42,000.00/yr - A$48,000.00/yr (part-time equivalent)Working Arrangement: 3 days per week, with 1 day working from home and 2 days in our Melbourne office on Collins St


  • Melbourne, Victoria, Australia UBS Financial Services Full time

    About the RoleThe UBS Investment Banking Development Challenge is an opportunity for students to experience a real-life transaction and gain insight into a career as an analyst at one of Australia's leading investment banks.Your ExpertiseWe're looking for students in Australia who possess hard-working, trustworthy, dedicated, and collaborative values. You...


  • Melbourne, Victoria, Australia Frontier Financial Group Full time

    Job Description:This role supports the work of our Financial Advisers, focusing on assisting clients, building relationships, and enhancing client retention. Key responsibilities include:


  • Melbourne, Victoria, Australia AMA Group Ltd Full time

    We have approximately 3,500 employees across 150 locations, working together to deliver exceptional customer service and safety standards. Our team handles repairs for all levels of collision severity—ranging from light damage to high-severity accidents.As a Group Accountant, you will be responsible for completion of month-end activities including posting...


  • Melbourne, Victoria, Australia Allens Corporate Services Full time

    We are seeking a skilled financial services attorney to join our team at Allens Corporate Services. As a financial services attorney, you will be working with leading Australian and global institutional investors, including superannuation funds, on their direct and indirect investments across various asset classes.This is a permanent, full-time opportunity...


  • Melbourne, Victoria, Australia FIS. Empowering the Financial World Full time

    About the RoleWe are FIS, a leading technology company empowering the financial world. Our Banking & Payments business is seeking a highly motivated Sales Executive to join our team.Job Description:Develop and execute strategic sales initiatives to drive revenue growth and expand our customer base.Build strong relationships with key clients and new prospects...


  • Melbourne, Victoria, Australia National Australia Bank Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team in Preston, Melbourne. As a key member of our business banking unit, you will play a critical role in managing the onboarding process for new customers and ensuring seamless transitions to digital channels.Main Responsibilities:Coordinate the onboarding process for...


  • Melbourne, Victoria, Australia beBee Careers Full time

    About the RoleWe are seeking a skilled and detail-oriented professional to manage the delivery of financial, investment, and philanthropic services to our clients.Key Responsibilities:Build and maintain strong relationships with clients, representing Equity Trustees to the market.Manage and deliver financial, investment, and philanthropic services to our...


  • Melbourne, Victoria, Australia La Trobe Financial Full time

    About the RoleThis is an exciting opportunity to join La Trobe Financial's Residential Real Estate Credit division as a Credit Analyst. As part of this team, you will be responsible for assessing residential and investment loan applications within your delegated lending authority.Your key responsibilities will include reviewing applicants' credit and...


  • Melbourne, Victoria, Australia Montpellier Resourcing Full time

    Company OverviewMontpellier Resourcing is a boutique Investment House with a rapidly growing presence in the City. Our team is passionate about delivering exceptional financial services to our esteemed clients.


  • Melbourne, Victoria, Australia Latitude Financial Services Full time

    As a Senior Business Analyst at Latitude Financial Services, you'll be responsible for identifying and developing strategic initiatives for improved customer experience, efficiency, and productivity. Your primary responsibility will be to work closely with the Product and Development teams to help prioritise and manage any backlog.Key areas of focus include...