Client Service Associate jobs

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close...

Overview The Client Services Associate is responsible for serving as the first level of support to existing clients, and for managing and coordinating the completion of all language projects in our Sydney Office. Responsibilities - Respond to client requests for new project initiatives through our centralized technology - Collaborate with production team members to assess the scope of work and...

A leading financial institution in Australia is seeking an Associate for their Institutional Banking Client Services team. You will be the first point of contact for clients, managing Transaction Banking queries and providing support through various communication methods. Ideal candidates should possess some banking experience, strong problem-solving abilities, and the capacity to build...

Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities - Assist in client meeting preparation and...

Coastal Advisory Australia is a leading financial planning business with offices nationwide, committed to delivering top-tier financial advice and exceptional client services. With a strong focus on long‑term client relationships, our team offers personalised financial solutions to help individuals achieve their financial goals. We are currently seeking an Associate, Client Services to join our...

Capital Partners Consulting – West Perth WA Join Capital Partners as a Client Service Associate! We are looking for a Client Champion to join our dynamic client services team at Capital Partners! If you’re already immersed in this space and are passionate about delivering exceptional experiences, we want to hear from you. In this role, you'll work closely with clients and the team to understand...

HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Como, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients. Key responsibilities - Manage client enquiries and requests in a timely and...

A leading global market intelligence firm in Australia is seeking an Associate Account Manager to deliver client account services for Corporate Clients in the Asia Pacific region. The ideal candidate will possess a Bachelor's degree, strong skills in Microsoft Office, and an excellent command of English. This role offers training opportunities and is aimed at candidates who are enthusiastic about...

Bartons is a boutique Chartered Accounting and Wealth Advisory firm delivering fully integrated services across Business Advisory, Tax, Wealth Management, Risk Protection, and Lending. We pride ourselves on our commitment to three core pillars: our clients, our people, and our community. These values guide everything we do and have shaped our reputation for excellence and care. We are seeking a...

Associate, Client Services - Australian Market (Hong Kong Based) Associate, Client Services - Australian Market (Hong Kong Based) 4 days ago Be among the first 25 applicants Direct message the job poster from Third Bridge Group Limited Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make...

A leading financial services organization in Perth seeks to hire a dedicated individual for client relationship management. The successful candidate will be responsible for servicing client relationships, communicating market updates, and producing necessary financial documents. Ideal applicants should possess a FASEA accredited Bachelor's degree or equivalent, alongside strong analytical skills...

This is a Retail Client Service Associate role with Challenger based in NSW, AU Challenger Role Seniority - junior More about the Retail Client Service Associate role at Challenger Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to...

This is a Client Services Associate role with Vanguard Australia based in Melbourne, VIC, AU Vanguard Australia Role Seniority - junior More about the Client Services Associate role at Vanguard Australia Job Description About Vanguard More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all...

This is a Client Services Associate role with Pitcher Partners based in Brisbane, QLD, AU Pitcher Partners Role Seniority - junior More about the Client Services Associate role at Pitcher Partners Pitcher Partners Brisbane is seeking a motivated and detail-oriented Client Service Associate to join our Wealth Management division. This is an exciting opportunity for someone looking to build a...

This is a Associate, Client Service role with IFM Investors based in Melbourne, VIC, AU IFM Investors Role Seniority - mid level More about the Associate, Client Service role at IFM Investors About Us JOB DESCRIPTION IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and...

Do work That Matters. Institutional Banking Client Services (IBCS) is a dynamic, multi-faceted operations team that partners with Institutional Banking and Markets (IB&M) to deliver Transaction Banking solutions to Institutional Banking and Corporate clients. This is a great entry role into Operations or Institutional Banking and learning about corporate and institutional banking operations,...

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close...

A financial services firm in Western Australia is seeking a Client Service Associate to support Financial Advisors. The role involves managing client communications, preparing documentation, and ensuring compliance. The ideal candidate has at least 5 years in the financial services industry, possesses excellent communication skills, and has advanced computer proficiency. This position offers...

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close...

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close...