Client Service Associate jobs in Australia

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...

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...

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...

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 global leader in financial administration is seeking a Client Service Associate for a permanent role in Melbourne. This position offers a hybrid work model, focusing on the management of client accounts and employee share plans. You will work closely with a supportive team, ensuring high-quality service delivery to clients. Ideal candidates will have strong communication skills, excel...

Overview Client Services Associate | Wealth Management Our client, a well-established wealth management firm, is seeking a Client Services Associate to provide comprehensive administrative and operational support to their established advisory team. This is an excellent opportunity for someone who thrives in administration and wants to build a long-term career supporting wealth advisers and...

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming,...

A leading financial planning firm in Geraldton, Western Australia, is seeking a motivated Client Services Associate. This role involves managing client enquiries, preparing financial documents, and supporting the team with administrative tasks. Candidates should have strong organisational skills and excellent communication abilities. The company values career progression and offers flexible work...

A large financial services company is seeking a dedicated Client Account Associate. This role involves managing client relationships, delivering exceptional service, and contributing to process improvement initiatives. Candidates should possess a relevant tertiary qualification and have experience in financial services. Strong communication, attention to detail, and organizational skills are...

Asset Management – Asia Client Service, Client Account Management – Associate (Sydney) Sydney, NSW, Australia Job Information - Job Identification 210598504 - Job Category Client Service - Business Unit Asset & Wealth Management - Posting Date 02/18/2025, 02:37 AM - Locations Sydney, NSW, Australia - Job Schedule Full time Job Description Our team puts clients first, so if you like to...

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...

HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, 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 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...