Graduate / Entry Level - Wealth Management Client Services

**Melbourne VIC** **$55000 - $65000 per annum** **Graduate** - Finished your degree and not sure what to do next? Looking for the first step in your career? Why not consider one of the largest industries within Australia! Finance and Wealth! The Finance industry is one of the most varied, rewarding, and exciting industry sectors for any graduate. - We are...

**Audit Graduate**: **Full-Time Role** **Why choose LBW?**: LBW Business + Wealth Advisors is a leader in business and wealth advisory firms in Geelong. With years of experience and extraordinary growth, we provide our clients with the full spectrum of accounting and advisory support. We pride ourselves on being supportive and flexible at work, so you can...

We are seeking an entry level Executive Administrator to deliver secretarial and administrative support for vaious departments within the company. This role involves supporting managers from various departments to streamline their work and communications. As an individual contributor, you will provide personalized assistance, ensuring smooth operations and...

**Are you in search of the PERFECT part-time role?** Good News! An exciting opportunity exists within our Call Centre Team in our brand-new **St. Kilda Office **as an **Outbound Customer Service Provider.** **Who Are We?** Summit Wealth Services helps Australians save money and create wealth. We are an award-winning mortgage broker and wealth creation...

**What we do**: Here at Empower Wealth, we are a team of qualified, experienced advisors who specialise in our areas to provide tailored, independent property investment advice. With fully integrated buyers agents, mortgage brokers, financial planners, tax accountants and property wealth planners, we make sure we meet our clients’ needs by providing the...

CBD Location | Amazing Office Facilities - Progress Your Career | Established Company - Health Insurance, Life Insurance & Gym Membership Provided! **Woods & Co** have partnered with one of Melbourne's leading, family-owned Wealth Advisory firms. We have the exciting task of sourcing a Financial Services Graduate to join their award-winning practice here in...

Melbourne- Wealth Management- Contract or TemporaryLeding global Wealth management firm seeking 2 contractors - 1 x 6 month and 1 x 12 month to assist the client services team to manage a project relating to client account maintenance. **Key responsibilities include**: - Ensuring all daily processes and SLAs are met within applicable timeframes -...

MelbourneWealth ManagementContract or TemporaryOur client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.The successful applicant will be...

A great graduate salary of $70,000-$75,000, depending on experience - Education assistance/sponsorship - Profit sharing/stock options **_Looking for Client Services roles, Account Management Jobs, Customer Success roles in Melbourne?_** **_Interested in working in the retail banking sector or financial services?_** **Company Profile - Financial Services...

Grow Your Career with WavemakerWe are a forward-thinking media agency that's part of the GroupM and WPP network, ranked #1 in the world. Our team is passionate about positively provoking growth for our clients, people, and partners.In Australia and New Zealand, we have over 250 professionals working across six offices. We're proud of our diverse culture and...

This is an exceptional opportunity for a talented Banking and Finance Graduate to calve themselves a career in financial markets with a very well-established and tier-one brand in wealth management. Our client is keen to meet graduates who have a genuine interest in financial markets and who are looking to gain valuable experience in wealth management.**Key...

Great Opportunity for First Nations Individual - Competitive Salary - Convenient Melbourne CBD Location **_Important: Please be advised this role is an opportunity intended for an Aboriginal or Torres Strait Islander Person._**_ - ** Baidam is Australia's leading Supply Nation Certified Indigenous IT security partner. We have partnered with one of our key...

MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some...

Work for a professional Large Team environment - Based in Melbourne CBD - Room to grow if desired **About our Client** An established multi-disciplinary practice with wealth management, accounting, insurance. With decades of experience in providing clients with solutions for a positive financial future. The Private Wealth division is now seeking for a...

About UsWe are Wavemaker, a media and marketing agency dedicated to positively provoking growth for our clients. With over 250 people across six offices in Australia and New Zealand, we offer a vibrant and diverse work environment that promotes inclusivity and provides equitable opportunities to all.Salary RangeThe estimated salary for this role is...

Job OverviewWe are seeking a Senior Client Portfolio Manager to oversee the end-to-end service delivery to our clients in the wealth management sector.The ideal candidate will have experience managing client relationships and providing strategic guidance to ensure optimal engagement and successful outcomes.ResponsibilitiesOversight of all facets of service...

**Location**: MelbourneVIC **Worktype**: Full Time Are you a friendly and customer-oriented individual seeking an entry-level position in a dynamic and growing healthcare company? Are you a friendly and customer-oriented individual seeking an entry-level position in a dynamic and growing healthcare company? Clear Ears is currently hiring an Receptionist...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

We are a privately owned financial advisory firm dedicated to providing personalised financial advice and wealth management services. An exciting opportunity exists in our growing team for a dedicated and professional associate financial adviser. Working closely with our Principal Adviser and Financial Planning team, you will be responsible for the...