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Client Service jobs

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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.

Personal Banking Advisor - Smithton Service Centre, TAS

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.

Personal Banker - Mount Waverley, VIC

Mount Waverley VIC 3149•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Engage with customers to uncover their financial needs.
Assist customers in achieving their financial goals through expert product knowledge.
Achieve sales and referral targets while delivering exceptional customer service.

Personal Banking Advisor

Lismore NSW 2480•Full time

~$60k - $80k(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 full-time in a dynamic environment with comprehensive training provided.

Personal Banker - Highpoint, Maribyrnong

Maribyrnong VIC 3032•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Proactively engage with customers to uncover their financial needs.
Assist customers in achieving their financial goals through expert product knowledge.
Accountable for sales and referral targets while delivering exceptional customer service.

Client Relationship Consultant - Level 1

Gallagher Bassett

Adelaide SA 5000•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Be the first point of contact for clients and providers.
Deliver exceptional customer service with a focus on resolution.
Support NDIS participants in maximising their funding.

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.

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.

Recoveries Consultant

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.

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.

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.

Personal Banking Advisor - Swan Hill, VIC

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.

Personal Banking Advisor - Edwardstown, SA

Edwardstown SA 5039•Part time

~$50k - $70k(Estimated)

KEY POINTS WE FOUND

Permanent part-time opportunity at Westpac’s Edwardstown branch.
Engage with customers to provide tailored banking solutions.
Comprehensive training and support provided for career advancement.

Financial Services Officer

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.

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.

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.

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.

Financial Services Officer

Esperance WA 6450•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.

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.

Personal Banking Advisor - Swan Hill, VIC

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 development opportunities offered