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This is a featured job
Featured

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded membership association - Melbourne CBD
  • Flexible working arrangements, with work from home option
  • Supportive and collaborative environment
This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.
This is a featured job
Featured

Advice Support Officer - Support Principal Financial Advisor

at MJGM Pty Ltd

This is a Full time job

Graceville, Brisbane QLD
$80,000 – $90,000+ per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Positive team culture.
  • Long established ethical business.
  • Firm has high levels of client satisfaction and is well regarded in the area.
Established financial planning firm based in Graceville is seeking an experienced Advice Manager / CSO.
Listed two days ago

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded membership association - Melbourne CBD
  • Flexible working arrangements, with work from home option
  • Supportive and collaborative environment
This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.
2d ago
Listed two days ago

Superannuation Insurance Specialist (Underwriting)

at CBUS Super

This is a Contract/Temp job

Melbourne VIC
subClassification: Underwriting
Underwriting
classification: Insurance & Superannuation
(Insurance & Superannuation)
  • 6 month Superannuation insurance underwriting opportunity
  • Join a dedicated Superannuation Trustee side Insurance function
  • Flexible working.
This is an important role within the Insurance Operations team responsible for the management of complex and escalated underwriting...
2d ago
Listed three days ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
3d ago
Listed two days ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Bundall, Gold Coast QLD
$60,000 – $75,000 per year
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • You will develop with the best by joining an Award Winning Financial Advice Firm
  • Join a Driven, Supportive, Enthusiastic and Client Focused team - lots of fun
  • Progress your career goals - numerous opportunities within the business to grow
My Wealth Solutions is on the hunt for a driven, enthusiastic Client Services Officer to join our client-focused team.
2d ago
Listed three days ago

Client Service Officer - Disability & Superannuation

at Shine Lawyers

This is a Full time job

Brisbane QLD
subClassification: Customer Service - Call Centre
Customer Service - Call Centre
classification: Call Centre & Customer Service
(Call Centre & Customer Service)
  • Support our legal teams on the front line as we champion what's right
  • Work with authentic, supportive people who are truly invested in you
  • Go further - be supported to challenge and step up, and trusted to deliver
A place for you. It means more here. We bring true purpose, authentic people and a proven path. You bring you.
3d ago
Listed two days ago

Financial Advice Complaints Consultant

at UniSuper Management Pty Ltd

This is a Full time job

Melbourne VIC
subClassification: Superannuation
Superannuation
classification: Insurance & Superannuation
(Insurance & Superannuation)
  • Specialist position managing UniSuper's Financial Advice complaints
  • 17% super / 26 days leave / personal development budget and more
  • Super Fund of the Year 2023
Case manage all general, select, and comprehensive advice complaints and communicate unique and/or potentially sensitive account issues to members.
2d ago
Listed two days ago

Client Service Officer - Gold Coast - $80,000 plus super

at Advance Recruitment Partners

This is a Full time job

Gold Coast QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a Business that truly cares about their clients
  • Join a supportive and social team that values its staff
  • Experienced CSO with the opportunity to build a career
This business is a highly respected and diversified organisation with a great reputation, supportive team environment & flexible working arrangements
2d ago
Listed three days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
3d ago
Listed three days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
3d ago
Listed three days ago

Financial Planner - Hybrid WFH

at CareSuper

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enhance our member-first culture with your exceptional planning skills.
  • Collaborative, supportive and close-knit team
  • Permanent opportunity with Hybrid working
A dynamic role that aims to enhance the member experience. Utilise strong technical skills to provide impactful solution-based planning and outcomes.
3d ago
Listed fifteen hours ago

Client Service Administrator

at Private Advertiser

This is a Full time job

Epping, Sydney NSW
$75,000 – $85,000 per year
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Learning and growth opportunities
  • Supportive team
  • Conveniently located close to public transportation
Join our unique financial advising firm where you will find a supportive team and many learning opportunities as Client Service Administrator.
15h ago
Listed seven hours ago

Advice Support Officer - Support Principal Financial Advisor

at MJGM Pty Ltd

This is a Full time job

Graceville, Brisbane QLD
$80,000 – $90,000+ per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Positive team culture.
  • Long established ethical business.
  • Firm has high levels of client satisfaction and is well regarded in the area.
Established financial planning firm based in Graceville is seeking an experienced Advice Manager / CSO.
7h ago
Listed one day ago

Customer Service Officer (CSO)

at Goals & Dreams Financial Planning Pty Ltd

This is a Full time job

Chermside, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive and professional work environment with caring culture
  • Successful brand and ongoing retained clients
  • Opportunities for learning and growth
Can you support a dynamic, highly skilled and successful Financial Planning team? Would you like to be based northside + dedicated parking?
1d ago
Listed three days ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
3d ago
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