Client Service jobs
130 jobs
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Posted 13d ago
Personal Banking Advisor
Westpac
Mackay QLD 4740•Part time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Assist customers with their banking needs by offering tailored advice and solutions.
- Build strong relationships to ensure a positive banking experience.
- Work in a dynamic, fast-paced environment with a focus on exceptional customer service.
Posted 13d ago
Lending Specialist - Maroochydore
BOQ Group
Maroochydore QLD 4558•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support customers in the home buying process as a trusted advisor.
- Build relationships with clients and community partners to enhance brand awareness.
- Navigate the full lending journey while ensuring compliance and risk management.
Posted 13d ago
Head of APAC Shareholder Services (SHS), State Street Investment Management - Vice President I
1083 SSGA, AUSTRALIA, LIMITED
Sydney NSW 2000•Full time
~$150k - $200k(Estimated)
KEY POINTS WE FOUND
- Lead and develop a diverse team of operations professionals across APAC.
- Oversee all APAC Shareholder Services and Client Trading activities ensuring compliance and operational excellence.
- Drive strategic transformation initiatives to improve operational efficiency and scalability.
+60d ago
Associate
LGT WEALTH MANAGEMENT LIMITED
Adelaide SA•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Support Investment Advisers in delivering exceptional service to high net worth clients.
- Manage client onboarding, account openings, and portfolio administration.
- Coordinate client activities and maintain accurate client records.
Posted 27d ago
Lending Specialist - Floreat
BOQ Group
Floreat WA 6014•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support customers in the home buying process as a trusted advisor.
- Build relationships with clients and community partners to enhance brand awareness.
- Navigate the full lending journey, ensuring compliance and customer satisfaction.
Posted 41d ago
Lending Specialist - Capalaba
BOQ Group
Capalaba QLD 4157•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support customers in the home buying process as a trusted advisor.
- Build and maintain relationships with clients and community partners.
- Navigate the full lending journey, ensuring compliance and customer satisfaction.
Posted 5d ago
Cash Processor
Casual
Cairns QLD•Casual/Holiday
~$50k - $60k(Estimated)
KEY POINTS WE FOUND
- Count cash and valuables received from clients accurately.
- Sort and package cash and valuables for delivery.
- Maintain accurate cash processing records and follow security procedures.
Posted 5d ago
Personal Banking Advisor
Westpac
Baulkham Hills NSW 2153•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Assist customers with their banking needs by providing tailored advice and solutions.
- Build strong relationships with customers to ensure a positive banking experience.
- Work in a dynamic environment with a focus on meeting KPI targets and delivering exceptional customer service.
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$147k - $187k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focusing on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client onboarding and administrative support.
+60d ago
Client Reporting Associate - Wealth Management - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support the Manager of the Fee Based Team in managing high-net-worth clients' reporting.
- Reconcile client investment data and assist with tax reporting reconciliation.
- Implement checks and controls to improve client reporting accuracy.
Posted 38d ago
Personal Banking Advisor - Mildura, VIC
Westpac
Mildura VIC 3500•Part time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
- Permanent part-time opportunity at Westpac’s Mildura branch.
- Engage with customers to provide tailored banking solutions.
- Receive comprehensive training and support to excel in the role.
Posted 60d ago
SOCIAL IMPACT & ENGAGEMENT VOLUNTEER
Asylum Seekers Center
Sydney NSW 2000•Volunteer
KEY POINTS WE FOUND
- Support ASC clients through engagement and follow-up activities.
- Track and report on the impact of ASC services on clients' lives.
- Collaborate with staff and volunteers to enhance service delivery.
+60d ago
Personal Banker
Beyond Bank Australia
Orange NSW 2800•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Provide tailored banking solutions to customers
- Build strong relationships with members
- Achieve individual performance targets for branch success
+60d ago
Client Offboarding Associate - Private Wealth - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Join a leading Private Wealth Manager for a 12-month contract.
- Support Client Offboarding, Deceased Estate processing, and Asset Transfers.
- Ensure high performance and excellent service for clients.
+60d ago
Wealth Management - Client Service Associate (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$97k - $138k(Estimated)
KEY POINTS WE FOUND
- Client onboarding and account documentation preparation
- Manage IPO and corporate action allocations
- Prioritise competing adviser requests in a fast-paced environment
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Anton Murray Consulting
Sydney NSW 2000•Full time
~$152k - $186k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focusing on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client onboarding and administrative support.
+60d ago
Assistant Vice President, Client Service, Global Treasury & Merchant Operations, Sydney, Australia
77-7777036 Default Company for Australia
Sydney NSW 2000•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Support a portfolio of high-revenue clients using treasury products and services.
- Act as the primary contact for the sales team and clients, ensuring an exceptional end-to-end experience.
- Proactively engage clients to strengthen relationships and identify opportunities for improvement.
+60d ago
Personal Banker
Beyond Bank Australia
Port Lincoln SA 5606•Full time
~$76k - $81k(Estimated)
KEY POINTS WE FOUND
- Provide exceptional service to members aligned with Beyond Bank's values.
- Manage customer bank accounts and assist with lending options.
- Achieve individual performance targets while fostering lasting relationships.
+60d ago
Associate Advisor - 12-month initial contract
Alex Gatfield
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
- Facilitate administrative client queries and client on-boarding processes.
- Assist in client asset transfers and monitor stock settlements.
Posted 38d ago
Personal Banking Advisor - Edwardstown, SA
Westpac
Edwardstown SA 5039•Part time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
- Permanent part-time opportunity at Westpac’s Edwardstown branch.
- Engage with customers to provide tailored banking solutions and achieve financial goals.
- Comprehensive training and support provided for career advancement.