Client Service Associate jobs in Marion, SA

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Client Services Manager / Associate (Financial Planning)

at
Adelaide 5001

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...

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a day ago
Hybrid

Client Service Associate - Hybrid/Remote Finance Role

Kestra Financial Independent Advisor
Canberra

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...

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3 hours ago
Remote

Associate, Client Services

Coastal Advice Group
Adelaide

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...

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5 days ago

Consulting Senior Associate, Client Services Support

Environmental Resources Management (Erm)
Adelaide

Consulting Senior Associate, Client Services Support page is loaded Consulting Senior Associate, Client Services Supportlocations: Adelaide, Australiatime type: Full timeposted on: Posted Todayjob requisition id: R About ERM & Our Team ERM is the world's largest pure-play sustainability consultancy, with over 8,000 professionals in more than 40 countries. Recognized globally as a leader in ESG...

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3 days ago

Associate, Client Advisory & Migration (FinTech)

Adecco
Canberra

Associate, Client Advisory & Migration (FinTech) Adecco's Banking & Financial Services Team is recruiting on behalf of a Global FinTech Company for the position of Associate, Client Advisory & Migration (Sydney-Based & Fully Remote). The Company: Our client is a global leader in reward and compensation technology, offering a cloud-based platform that helps organisations manage incentive and...

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3 hours ago

Client & Analytics Associate Manager

WPP Media
Adelaide

WPP Media Adelaide, South Australia, Australia Client & Analytics Associate Manager WPP Media is part of WPP's global media collective. In a world where media is everywhere and in everything, we bring the best platform, people, and partners together to create limitless opportunities for growth. Responsibilities - Responsible for media campaign reporting & measurement. - Lead the development...

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4 days ago

Associate Financial Planner – Holistic Client Advisory

Bentley Recruitment
Adelaide

A growing financial advisory firm in Australia is seeking an Associate Adviser to support senior advisers in delivering holistic financial advice. Responsibilities include preparing file notes, contributing to client meetings, and supporting advice strategies. Ideal candidates should have over 2 years in the financial planning industry, strong communication skills, and be confident using Xplan....

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5 days ago

Client Growth Associate - REMOTE

Jobgether
Canberra

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Partner - REMOTE. This role is essential in driving the expansion revenue for our partner's high-priority merchant accounts. You will engage with DTC brands to foster growth by understanding their unique operations and challenges. With a portfolio of 10-15 accounts, you will strategize ways...

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3 hours ago

Associate Principal Client Delivery Executive

Unisys
Canberra

Overview Client Delivery Executive – Support to Client IT Systems Location: Sydney Your Mission If you thrive in a dynamic environment where agility, ownership, and innovation drive success, this role is for you. As a trusted partner managing enterprise and client IT systems, you’ll play a critical role in ensuring seamless service delivery, driving operational excellence, and enabling...

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3 hours ago

NDIS Client Relationship Associate

Arthur J. Gallagher & Co. (AJG)
Adelaide

A global insurance and risk management leader is seeking a Client Relationship Consultant to provide exceptional, client-centered service that simplifies the NDIS experience. Responsibilities include connecting with clients, processing financial transactions, and supporting service providers. Candidates should have experience in administration or customer service, excellent communication skills,...

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5 days ago

Property Investment Associate - Client Strategy (Remote)

Sound Property®
Canberra

A property investment agency in North Sydney is seeking a Client Manager to support clients throughout their investment journey. The role requires experience in sales or client management and involves strategic engagement, relationship building, and market analysis. The ideal candidate will be motivated, detail-oriented, and capable of managing multiple responsibilities. This position offers an...

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3 hours ago

Property Investment Associate - Client Strategy (Remote)

Sound Property
Adelaide

A property investment agency in North Sydney is seeking a Client Manager to support clients throughout their investment journey. The role requires experience in sales or client management and involves strategic engagement, relationship building, and market analysis. The ideal candidate will be motivated, detail-oriented, and capable of managing multiple responsibilities. This position offers an...

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16 hours ago
Remote

Client Success Associate - Sydney/Melbourne

DiligenceVault
Adelaide

Client Success Manager – Australia (Remote) About DiligenceVault At DiligenceVault, we're transforming how investors and fund managers collaborate. Our digital platform simplifies and automates the due diligence process — empowering over 70,000 users across 150+ countries to work smarter and faster. As we continue to grow in the APAC region, we're looking for a Client Success Manager who's...

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16 hours ago
No Experience

Client Services Officer (Sponsored Students)

Flinders University
Adelaide 5001

Client Services Officer (Sponsored Students) Join to apply for the Client Services Officer (Sponsored Students) role at Flinders University Base pay range A$82,657.00/yr - A$91,222.00/yr About the Role We are seeking a customer‑focused individual with the ability to navigate and interpret complex University and government policies and procedures, to provide efficient and responsive support...

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a day ago

Client Service & Rostering Coordinator

Calvary
Adelaide 5001

A healthcare organisation in Adelaide is seeking a reliable Client Service Coordinator. In this role, you will manage staff and client schedules, handle administrative tasks, and support a busy team in a fast-paced environment. Ideal candidates will have strong organisational skills, attention to detail, and prior experience in rostering or administration. The position offers flexible hours and...

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6 days ago
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CBD Tax & Business Services Lead — Strategic Client Partner

Nexia International
Adelaide 5001

A leading tax and business consulting firm in Adelaide seeks a professional to lead their Business Consulting Services division. The role involves managing a team, developing client relationships, and providing strategic tax advice. Ideal candidates will hold a CA or CPA, possess over 6 years of experience in tax and business services within Australian practices, and demonstrate excellent...

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6 days ago

Client Growth Associate - REMOTE

Jobgether
Adelaide

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Partner - REMOTE. This role is essential in driving the expansion revenue for our partner's high-priority merchant accounts. You will engage with DTC brands to foster growth by understanding their unique operations and challenges. With a portfolio of 10-15 accounts, you will strategize ways...

View salary & More Info
16 hours ago

Associate Principal Client Delivery Executive

Unisys
Adelaide

Overview Client Delivery Executive – Support to Client IT Systems Location: Sydney Your Mission If you thrive in a dynamic environment where agility, ownership, and innovation drive success, this role is for you. As a trusted partner managing enterprise and client IT systems, you'll play a critical role in ensuring seamless service delivery, driving operational excellence, and enabling...

View salary & More Info
16 hours ago
Remote

Client Success Associate - Sydney/Melbourne

DiligenceVault
Canberra

Client Success Manager – Australia (Remote) About DiligenceVault At DiligenceVault, we’re transforming how investors and fund managers collaborate. Our digital platform simplifies and automates the due diligence process — empowering over 70,000 users across 150+ countries to work smarter and faster. As we continue to grow in the APAC region, we’re looking for a Client Success Manager who’s...

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3 hours ago

Financial Planning Client Services Lead: Path to Advisor

at
Adelaide 5001

A boutique Chartered Accounting firm in Adelaide seeks a Client Services Manager / Associate for its Financial Planning division. This role is ideal for those experienced in client services or paraplanning, focusing on delivering high-quality financial advice and client interactions. The position offers a structured pathway for aspiring financial advisors, with tailored training and a...

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a day ago
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