Client Services Officer jobs

• Adelaide
• $80,000 + super
• Posted 6 days ago

About the role We are partnering with a well-established financial planning practice to recruit an experienced Client Services Officer. This role will see you supporting two advisers and working alongside another CSO to ensure seamless client service delivery. You will be responsible for client c...

• Canberra
• Circa $80,000 + super
• Posted 7 days ago

The Opportunity: Our client is a well-established, self-licensed boutique financial advice business based in Canberra. Known for their highly personalised and strategic approach to wealth management, they have built a loyal client base and a strong reputation in the industry. With a clear focus o...

• Brisbane
• $70,000 - $85,000 + Super
• Posted 7 days ago

An excellent opportunity has become available for an experienced Client Services Officer to join a successful professional services firm based in Brisbane.  Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with multiple avenues for care...

• Adelaide
• Up to $85,000 + super
• Posted 26 days ago

About the role Join a leading financial planning firm that values genuine client relationships and career development. As a Client Services Officer / Paraplanner, you’ll support two advisers, manage a loyal client base, and play a key role in delivering tailored, holistic advice. Build trusted re...

• Sydney
• Up to $80,000 + Super
• Posted 28 days ago

We are partnered with an award-winning, multi-disciplinary professional services firm that is Great Place to Work certified. Due to growth within their financial advice division, they are seeking an experienced Client Services Manager to join their Sydney team. Our client supports multiple avenue...