Client Service jobs in Sydney NSW
49 jobs
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+60d ago
Wealth Management - Client Services Team Manager
Anton Murray Consulting
Sydney NSW 2000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Manage and lead a team of 3 staff in client off-boarding and asset transfers.
- Drive team performance against strategic objectives and ensure operational excellence.
- Collaborate across departments to execute client account updates and maintain high standards of process quality.
+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 10d 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.
+60d ago
Senior Desk Assistant - Stockbroking- initial 12-month contract
Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Assist advisors in developing and implementing financial advice and investment proposals.
- Provide superior client service and maintain strong client relationships.
- Manage client communication and ensure compliance with relevant legislation.
+60d ago
KYC Data Consultant - 12-month contract
Anton Murray Consulting
Sydney NSW 2000•Contract
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Review and process client system access requests.
- Ensure compliance with KYC documentation and regulatory requirements.
- Support the Account Management team in data remediation activities.
+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 25d ago
Personal Banker - Level 2
Qudos Bank
Miranda NSW 2228•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- First point of contact for branch customers delivering exceptional service.
- Support customers in achieving financial goals while ensuring compliance with regulations.
- Manage personal lending applications and assist with member enquiries.
+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.
Posted 18d ago
Recoveries Consultant
Bank Australia
Sydney CBD NSW•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Manage and monitor assigned late stage cases and identify customers experiencing hardship.
- Ensure ethical and professional debt recovery practices while maintaining strong relationships with customers.
- Identify opportunities to enhance collections processes through technology and best practices.
+60d ago
Private Client Adviser
Anton Murray Consulting
Sydney NSW 2000•Full time
~$120k - $180k(Estimated)
KEY POINTS WE FOUND
- Join a boutique Wealth Management firm in Sydney.
- Connect clients with exclusive M&A deal flow and resources.
- Leverage existing relationships to grow your network.
Posted 25d ago
Personal Banker - Level 2
Bank Australia
Miranda NSW 2228•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- First point of contact for branch customers delivering exceptional service.
- Support customers in achieving financial goals while ensuring compliance with regulations.
- Manage personal lending applications and assist with member enquiries.
+60d ago
Stockbroking - Client Services Manager (initial 12-month contract)
Anton Murray Consulting
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage client services for high net worth clients in a fast-paced environment.
- Facilitate administrative client queries and onboarding processes.
- Ensure compliance with regulatory requirements and maintain client records.
Expiring in 3d
Personal Banker 2
Qudos Bank
Mascot NSW 2020•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- First point of contact for branch customers delivering exceptional service.
- Support customers in achieving financial goals while ensuring compliance with regulations.
- Manage personal lending applications and member enquiries.
+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
- Manage client service operations for high net worth clients
- Facilitate client onboarding and account maintenance
- Ensure compliance with regulatory requirements and internal policies
+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 24d ago
Client Services Officer
Small Animal Specialist Hospital (Sash)
North Ryde NSW 2113•Part time
~$60k - $70k(Estimated)
KEY POINTS WE FOUND
- Provide exceptional customer service as the first point of contact for clients.
- Manage high-volume calls and emails while coordinating appointments.
- Handle cash and process insurance claims efficiently.
+60d ago
Graduate Opportunity - Wealth Management - Advisor Support
GOW Recruitment
Sydney NSW 2000•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support senior advisors in managing high net worth clients
- Assist with administration, onboarding, and client service duties
- Receive training and mentorship in wealth management
Posted 18d ago
Client Success Partner
Gartner
North Sydney NSW 2060•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Serve as primary point of contact for clients regarding onboarding and maximising their sponsorship package.
- Collaborate with various teams to ensure client success and satisfaction during events.
- Drive client retention and growth through proactive engagement and support.
Posted 18d ago
Recoveries Consultant
Qudos Bank
Sydney CBD NSW•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Manage and monitor assigned late stage cases and identify customers experiencing hardship.
- Ensure ethical and professional debt recovery practices while maintaining strong relationships with customers.
- Identify opportunities to enhance collections processes through technology and best practices.
+60d ago
Global Commercial Banking Treasury Sales Associate, Global Payments Solutions, Sydney
77-7777036 Default Company for Australia
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Support Treasury Sales Officers in managing a portfolio of Australia-based subsidiaries of U.S.-headquartered Commercial Banking clients.
- Prepare materials for client engagements, pitches and presentations, ensuring content is clear, accurate and commercially relevant.
- Contribute to ad hoc projects across Global Commercial Banking and the broader Global Payments Solutions organisation.