Client Service jobs
130 jobs
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+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
Sydney NSW 2000•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
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.
+60d ago
Stockbroking Dealers Assistant - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Seeking an experienced equity markets Dealer Assistant fluent in Mandarin.
- Key responsibilities include client on-boarding, account maintenance, and stock settlements.
- Candidates should have strong attention to detail and knowledge of financial markets.
+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
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.
Posted 45d ago
Fund Servicing Associate
JPMorgan Chase
Sydney NSW 2000•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support operational activities for Fund Services clients.
- Coordinate with various teams to resolve operational issues.
- Monitor and report on key deliverables and service standards.
+60d ago
Wealth Management - Client Service Manager - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focused on equity markets and high-net-worth clients.
- Facilitate administrative client queries and manage client onboarding processes.
- Ensure compliance with regulatory requirements and maintain strong relationships with internal stakeholders.
+60d ago
Account Executive
Ogilvy
Melbourne VIC 3004•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support day-to-day management of client accounts
- Handle administration tasks including meetings and workflow control
- Build relationships with clients and internal teams