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Client Service jobs

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Posted 12d ago

Associate Director, Institutional FX Sales Australia

ANZ
Melbourne VIC 3004•Full time
~$120k - $180k(Estimated)
KEY POINTS WE FOUND
  • Manage and deepen relationships with institutional and corporate clients.
  • Originate, structure, and execute FX risk management solutions.
  • Provide thought leadership around FX markets and collaborate with internal teams.
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+60d ago

Client Onboarding Specialist - Private Wealth - 12-month initial contract

Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
  • Join a leading Private Wealth Manager as a Client Onboarding Specialist.
  • Ensure compliance with KYC account opening documentation.
  • Engage with Sales teams to improve KYC and client due diligence standards.
Posted 19d ago

Financial Services Officer

Elders Rural
Albany WA 6330•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
  • Support customers and colleagues with specialist knowledge in Financial Services.
  • Provide training and guidance to team members on Financial Services products.
  • Implement sales campaigns and assist customers with deposit requirements.
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Posted 12d ago

Personal Banking Advisor - Smithton Service Centre, TAS

Westpac
TAS•Part time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
  • Permanent part-time opportunity at Westpac’s Smithton Service Centre.
  • Engage with customers to provide tailored banking solutions.
  • Receive comprehensive training and support to develop your banking career.
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+60d ago

Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)

Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $120k(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 on-boarding and account management.
Posted 12d ago

INTAKE VOLUNTEER (NEWTOWN - TUESDAYS)

Asylum Seekers Center
Sydney NSW 2000•Casual/Holiday
KEY POINTS WE FOUND
  • Play a vital role in assessing the needs of individuals or families seeking asylum.
  • Provide intake, assessment, and referral services in accordance with ASC guidelines.
  • Support clients in understanding the processes of seeking protection and available support services.
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+60d ago

Personal Banking Advisor

Westpac
Hyde Park QLD 4812•Part time
~$50k - $70k(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 part-time, 21 hours per week, with comprehensive training provided.
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+60d ago

Client Services Treasury Ops - 9-month contract

Anton Murray Consulting
Sydney NSW 2000•Casual/Holiday
~$80k - $100k pro rata(Estimated)
KEY POINTS WE FOUND
  • Provide high-quality support to clients and internal stakeholders across operational processes.
  • Assist with transaction-related activities including payment processing and reporting.
  • Respond to client enquiries regarding products and services.
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+60d ago

Client Onboarding Specialist - HNW WM 12m contract

Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
  • Assist in end-to-end new account request handling and case management.
  • Review client documentation for accuracy and compliance with KYC requirements.
  • Liaise with Sales and stakeholders on missing documentation and issues.
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Posted 12d ago

Personal Banking Advisor - Mildura, VIC

Westpac
VIC•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.
  • Comprehensive training and support provided for career advancement.
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+60d ago

Personal Banker - Highpoint, Maribyrnong

Westpac
Maribyrnong VIC 3032•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
  • Engage with customers to understand their financial needs.
  • Utilise product knowledge to assist customers in achieving financial goals.
  • Achieve sales and referral targets while delivering exceptional customer service.
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+60d ago

Manager - Wealth Management Client Services

Anton Murray Consulting
Sydney NSW 2000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
  • Manage a team of Client Services and Operations staff in a Wealth Management firm.
  • Drive team performance against strategic objectives and ensure operational excellence.
  • Collaborate across departments to execute client account updates and operational tasks.
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Posted 12d 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.
  • Comprehensive training and support provided for career advancement.
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+60d ago

Wealth Management - Client Services Team Leader

Anton Murray Consulting
Sydney NSW 2000•Full time
~$100k - $130k(Estimated)
KEY POINTS WE FOUND
  • Manage a team of Client Services and Operations staff in Wealth Management.
  • Drive team performance against strategic objectives and ensure operational excellence.
  • Lead complex operational challenges and foster a culture of continuous improvement.
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+60d ago

Stockbroking Dealers Assistant - Mandarin Speaking (12-month contract)

Anton Murray Consulting
Sydney NSW 2000•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
  • Assist Financial Advisors and clients in a high-volume environment.
  • Manage client onboarding and account maintenance processes.
  • Provide administrative support and ensure compliance with regulations.
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Posted 12d ago

Personal Banking Advisor - Swan Hill, VIC

Westpac
Swan Hill VIC 3585•Part time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
  • Permanent part-time opportunity at Westpac’s Swan Hill branch.
  • Engage with customers to provide tailored banking solutions.
  • Comprehensive training and support provided for career advancement.
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+60d ago

Wealth Management - Client Service Manager (12-month initial contract)

Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
  • Client Service Manager role focusing on equity markets and high net worth clients.
  • Facilitate administrative client queries and assist with client onboarding.
  • Maintain client accounts and ensure compliance with regulations.
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+60d ago

KYC Onboarding - Institutional Trading Counterparties

Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
  • Join the KYC and Counterparty Onboarding function within the Operations team.
  • Manage onboarding queries and ensure compliance with AML regulations.
  • Conduct due diligence and maintain accurate counterparty data.
Posted 12d ago

RECEPTION VOLUNTEER (TUESDAYS /WEDNESDAYS/ FRIDAYS)

Asylum Seekers Center
Sydney NSW 2000•Casual/Holiday
KEY POINTS WE FOUND
  • Welcome clients and direct them to appropriate services.
  • Manage front desk operations and respond to enquiries.
  • Assist with administrative tasks and maintain a tidy reception area.
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Posted 18d ago

Business Development Associate

Kaizen Recruitment
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
  • Join a highly regarded investment management business.
  • Support business development initiatives and manage client activity.
  • Build a long-term career in funds management distribution.
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