Client Service Associate jobs in Caulfield, VIC

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...

A global investment organisation in Melbourne seeks an Associate, Client Service Operations to manage the operational client experience. This role combines client service with financial expertise to ensure seamless delivery of reporting and operational activities. Candidates should have over 5 years in financial services, strong client service skills, and a relevant degree. The position offers...

Join our high performing team and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global...

Join to apply for the Client Service Associate role at Macquarie Group What role will you play? You will provide high quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information and working across the broader Banking and Financial services division to enable the resolution of client queries. You will be responsible...

A leading financial services firm in Melbourne is seeking a Client Services Associate for their Private Wealth division. This entry-level position offers exciting opportunities to learn about investment advice and wealth management within a highly respected team. Ideal candidates should possess a relevant degree, have some experience in client services, and a keen attention to detail. The role...

Be a Trusted Partner. Drive Real Client Impact. Shape the Future of Banking with G+D. Are you passionate about building strong client relationships and delivering innovative solutions in the banking sector? Join our dynamic team at G+D, a global leader in secure payment and banking technologies. We’re looking for a proactive, detail-oriented Client Services Associate who thrives on collaboration...

Client Services Associate page is loaded## Client Services Associatelocations: Melbourne, Victoria, Australiatime type: Full timeposted on: Posted Todayjob requisition id: 865099At 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,...

A financial services firm based in Melbourne seeks a proactive support role for its advice team. This position involves liaising between the paraplanning and client services team while ensuring high standards and control. Ideal candidates should be on track to become Qualified Financial Advisors and possess strong organisational skills. Experience with Xplan systems is advantageous. The role...

A leading investor communications platform is seeking a Client Services professional in Melbourne to ensure excellent service delivery and maintain relationships with clients. The role involves being the first point of contact, resolving inquiries efficiently, and contributing to continuous improvement efforts. Ideal candidates should have strong communication skills, attention to detail, and the...

A leading global risk management firm in Melbourne is seeking candidates with general insurance experience for a hybrid role supporting Client Executives and Managers. The role involves communication with clients to assist with insurance needs, managing relationships, and participating in insurance policy activities. The ideal candidate should have strong administration and customer service...

Get AI-powered advice on this job and more exclusive features. This range is provided by SonataCX. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$60,000.00/yr - A$63,000.00/yr Direct message the job poster from SonataCX Be part of a multicultural team in a global organisation that values career growth and offers the...

A financial planning firm is looking for a Client Services Officer to join their team in Melbourne’s CBD. The role involves implementing quality financial advice and fostering positive client relationships. Ideal candidates should have administration or customer service experience, strong organizational skills, and a motivation to succeed in a collaborative environment. This full-time position...

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...

We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing, talented team.As a Client Services Associate, you'll be the first point of...

You will play a pivotal role in supporting clients from Australia, New Zealand, and Asia, ensuring seamless investor onboarding, efficient application processing, and responsive client communications. If you are passionate about finance, enjoy working with clients from diverse backgrounds, and are eager to develop your career within a dynamic sector, this role offers the perfect blend of...

Overview 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...

Location: Melbourne, Australia (Hybrid) In this position, you’ll be based in the Yarra Falls office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex. Job Description We have an exciting opportunity for a Client Service Associate to join us on a permanent basis –...

Join to apply for the Associate, Client Service Operations role at Profusion. Company Overview Join a global investment organisation committed to delivering superior outcomes for institutional clients. Work in a collaborative, inclusive environment that values innovation and excellence. Role Overview As Associate, Client Service, you’ll play a key role in managing the operational client...

Client Services Associate - Private Wealth Thomas Frost Executive provided pay range This range is provided by Thomas Frost Executive. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: A$70,000.00/yr - A$100,000.00/yr Location: Melbourne, Victoria, Australia Employment type: Full‑time Seniority level: Entry level Job...

Overview Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent communication flow for the industry, whilst our platforms, built on highly scalable technology, provide full compliance with the latest...