Client Services

The Company WealthCo Financial Planning (trading as WealthCo Advisory) is a wealth management practice with a commitment to providing solutions that make a real difference in our clients’ lives. We deliver a broad range of tailored financial strategies for our clients according to their lifestyle goals and financial objectives. The Role (Client Services...

Career growth and opportunities for this position in HR or related fields - Ability to pick up new systems, work closely with clients and staff required - A number of opportunities in other areas for CSA's! Reach out on 0447346883! **The Client** Our client is seeking a proactive, enthusiastic professional client services assistant with 3 years' experience...

A firm that employs staff who are friendly and great with people. - Work for a down to earth bunch of people who care. - Flexible and family friendly - it's no wonder no one leaves. THE COMPANY Our client was established more than 30 years ago and has grown organically through referrals and recommendations and by simply taking care of their clients. They...

Career growth and opportunities for this position - Modern office space requiring a senior administrator - Contact Ross Stephens on 0447 346 883 to discuss confidentially **The Client** Mills Recruitment is partnering with a successful, growing accounting firm based in West Perth who are seeking a proactive, enthusiastic, professional Client Services...

**The Role** We currently have an opportunity available for a Distribution Client Service consultant to join the IAG team located in West Perth. In this position you will be responsible for handling incoming calls from new and existing customers & internal sales representatives to support our clients new and existing policies. To be successful in this...

Are you looking for an exciting opportunity to step into the world of financial services? We have an excellent opening for a Client Administrator to join our team at bdhSterling. This position offers a fantastic chance to gain valuable experience and insight into the dynamic field of finance. **Key Responsibilities**: The Client Administrator will be...

Permanent Role | Kensington Location | ASAP Start | Client Services Rep | Excellent Career Growth **Your new company** This client is delivering fresh fruit boxes to corporate businesses. They pride themselves on locally sourced products and delivering them straight to the businesses door. Friendly and supportive team, they are looking to bring on two...

We are looking for our next Client Services Team member. This position offers a fantastic chance to gain valuable experience and insight into the dynamic field of finance. **Key Responsibilities**: The Client Administrator will be responsible for, although not limited to, the following tasks: - Managing and building relationships with our clients -...

**Client Service Associate** **$70,000 + Super + Fantastic benefit** **Macquarie Park** **Responsibilities**: - Build and maintain strong relationships with clients to ensure their needs are met - Coordinate and oversee the planning and execution of events, including logistics, scheduling, and vendor management - Work closely with the Client Service...

**About Us** At PictureWealth, we’re dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering “More Advice to More Australians”, making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Perth, Gold Coast,...