client onboarding jobs

A leading home care provider in New South Wales is looking for a Client Onboarding Consultant to join its passionate team. In this role, you will engage with clients, manage inquiries, and facilitate their onboarding process with efficiency and warmth. Ideal candidates will have a background in sales or customer service, strong communication skills, and the ability to handle multiple tasks. Enjoy...

A leading media group in Australia seeks a proactive Client Success Agent to support onboarding and retention for B2B clients. The ideal candidate will manage client relationships, respond to queries, and work collaboratively across teams. Strong experience in customer management and tools like Salesforce is essential. This role offers opportunities for personal development and a vibrant work...

A community service organization in Queensland is seeking a Service Navigator for its Disability Services. This role is central to providing high-quality customer service, assisting clients through the transition to required services. Responsibilities include managing client intake, understanding NDIS processes, conducting assessments, and maintaining client relationships. Ideal candidates should...

A financial services firm in Tasmania is seeking a Central Operations Associate to enhance client service operations. The ideal candidate will have a minimum of 2 years in the financial services industry and strong organizational skills. Responsibilities include managing client onboarding, data integrity in Salesforce, and supporting operations. Competitive compensation and a focus on...

A leading aged care provider in Western Australia is seeking a Client Engagement Officer to serve as the first point of contact for new home care enquiries. The role involves exceptional customer service, managing client onboarding, and collaborating with various internal departments. Ideal candidates will have strong administrative skills and knowledge of the My Aged Care portal. This position...

A trusted financial services provider in Queensland is seeking a full-time Client Services Officer to manage client inquiries and deliver exceptional customer support. The role requires strong interpersonal and communication skills, commitment to customer satisfaction, and attention to detail. Candidates with experience in financial services will have an advantage. This on-site position offers...

A multi-partner accounting practice in Australia is seeking a proactive Client Services Administrator to join their team. The role demands 2-3+ years of experience in a client liaison role within a professional services firm, such as accounting or financial services. Responsibilities include client scheduling, liaising with the ATO, and managing corporate secretarial matters. The ideal candidate...

A leading legal firm in Australia is seeking a Head of Client Operations to drive operational excellence and oversee client onboarding. This senior role requires strong leadership skills and a commitment to enhancing service quality through innovative processes and systems. Ideal candidates will bring 5-8 years of relevant operational experience and a passion for service excellence. The firm...

A leading financial services platform is seeking a Client Service Manager - High Touch for a role based in Sydney. You will oversee the full-cycle onboarding process for high-touch clients and ensure exceptional service delivery. The ideal candidate possesses strong communication and leadership skills, along with experience in the SMSF industry. This full-time position offers a flexible hybrid...

A financial services firm in Ipswich City is seeking a Digital Support Administrator to enhance client experiences for Silo/myKillik. The ideal candidate will support customer queries, onboard clients, and communicate effectively with clients via various platforms. Previous experience in customer service and understanding of anti-money laundering principles are advantageous. This role offers a...

A global financial corporation is seeking an Analyst / Associate in Victoria, Australia. The role focuses on providing relationship support to institutional clients, involving onboarding, executing transactions, and conducting analyses. Ideal candidates will have 3+ years in banking, strong communication skills, and a relevant undergraduate degree. Join a professional environment that values...

Hi! 👋 I’m Josh, Sales Manager for Australia 🇦🇺 at WeTravel. I joined earlier this year to launch WeTravel Australia, and it’s been an exciting (and fun!) journey building our very first local team from the ground up. My goal is to create a high-performing, collaborative team that’s genuinely passionate about what we do. Australia is a growing, high-potential market for WeTravel — and with this...

A leading financial services firm is seeking a Client Onboarding and Maintenance Executive to enhance client experience within their organization. This role involves processing account applications, ensuring compliance with regulations, and updating client information in systems. Ideal candidates have strong communication skills and attention to detail. Join a vibrant team that values...

A leading insurance and risk law firm in Melbourne seeks a Head of Client Operations to shape their new Client Operations function. This pivotal role involves overseeing client onboarding and governance, leading a high-performing team, and driving operational excellence. Candidates should have 5-8 years in operations with experience in Aderant and CRM platforms. This opportunity offers...

A leading technology company in Brisbane is looking for a Client Success Manager to assist clients in implementing VALD technology. The role involves managing onboarding, delivering presentations via Microsoft Teams, and understanding client needs. Ideal candidates are professionals in physiotherapy or sports science with excellent communication and problem-solving skills. VALD offers a vibrant...

A prominent law firm in Brisbane is seeking a Business Acceptance Analyst. This entry-level role involves conducting conflict searches, managing client onboarding, and ensuring data accuracy. Candidates should have experience in a law firm or professional services, strong attention to detail, and excellent communication skills. The firm offers a hybrid work environment, competitive salary, and a...

Client Onboarding Product Analyst (Sydney) Role Overview The Client Onboarding Product Analyst plays a vital role in the delivery squad, acting as the primary translator between business needs and technical execution. Reporting to the Client Onboarding Product Owner, you will focus on the detailed elaboration of requirements, data analysis, and the maintenance of rigorous Agile Ways of Working....

A leading financial services firm based in Sydney is seeking a Training & Relationship Manager to enhance onboarding and support for clients. You will conduct tailored training programs and foster strong relationships to ensure client satisfaction while driving new business. This role requires a tertiary degree, preferably RG146 certification, and a minimum of three years in relationship...

A leading global financial services firm is seeking a Vice President in Client Onboarding Management in Sydney. The successful candidate will manage the onboarding of Institutional and Strategic Client mandates, ensuring exceptional client service through effective project management and collaboration. Ideal candidates will have strong communication skills, project management expertise, and a...

A leading law firm in Australia is seeking a Head of Client Operations to establish and drive their new Client Operations function. This role will be responsible for delivering exceptional client service by leading a high-performing team, ensuring seamless client onboarding processes, and optimizing operational systems. The ideal candidate will have a strong background in client service...