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Client Service jobs

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Client Offboarding Associate - Private Wealth - 12-month initial contract

Anton Murray Consulting

Sydney NSW 2000•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Join a leading Private Wealth Manager for a 12-month contract.
Support Client Offboarding, Deceased Estate processing, and Asset Transfers.
Ensure high performance and excellent service for clients.

S&S Banking Consultant, Emerald QLD

Emerald VIC 3782•Part time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Provide outstanding levels of sales and service to customers via face-to-face interaction and calls.
Support customers with Everyday Banking enquiries and digital banking tools.
Contribute to a team culture focused on customer satisfaction and compliance.

Associate Advisor - 12-month initial contract

Melbourne VIC 3004•Full time

~$70k - $90k(Estimated)

KEY POINTS WE FOUND

Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
Facilitate administrative client queries and client on-boarding processes.
Assist in client asset transfers and monitor stock settlements.

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 and achieve financial goals.
Comprehensive training and support provided for career advancement.

Client Offboarding Associate - Private Wealth - 12-month initial contract

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Join a leading Private Wealth Manager for a 12-month contract.
Support Client Offboarding, Deceased Estate processing, and Asset Transfers.
Ensure high performance and excellent service for clients.

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

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$70k - $90k(Estimated)

KEY POINTS WE FOUND

Seeking an experienced equity markets Dealer Assistant fluent in Mandarin.
Key responsibilities include client on-boarding, account maintenance, and stock settlements.
Candidates should have strong attention to detail and knowledge of financial markets.

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

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Client Service Manager role focused 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 administrative support.

HNW WM Client Onboarding Specialist - 12-month contract

Anton Murray Consulting

Melbourne VIC 3004•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 documentation and onboarding issues.

Account Executive

Melbourne VIC 3004•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Support day-to-day management of client accounts
Handle administration tasks including meetings and workflow control
Build relationships with clients and internal teams

Associate (Experienced)

LGT WEALTH MANAGEMENT LIMITED

Sydney NSW 2000•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Manage end-to-end onboarding of new clients and complex portfolio administration.
Act as a key point of contact for high net worth clients, resolving complex queries.
Mentor junior Associates and support their development.

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

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$147k - $187k(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 onboarding and administrative support.

Personal Banker

Beyond Bank Australia

Port Lincoln SA 5606•Full time

~$76k - $81k(Estimated)

KEY POINTS WE FOUND

Provide exceptional service to members aligned with Beyond Bank's values.
Manage customer bank accounts and assist with lending options.
Achieve individual performance targets while fostering lasting relationships.

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

Anton Murray Consulting

Sydney NSW 2000•Full time

~$152k - $186k(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 onboarding and administrative support.

Wealth Management - Client Service Associate (12-month contract)

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$97k - $138k(Estimated)

KEY POINTS WE FOUND

Client onboarding and account documentation preparation
Manage IPO and corporate action allocations
Prioritise competing adviser requests in a fast-paced environment

Personal Banking Advisor - Mildura, VIC

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.
Receive comprehensive training and support to excel in the role.

Fund Servicing Associate

Sydney NSW 2000•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Support operational activities for Fund Services clients.
Coordinate with various teams to resolve operational issues.
Monitor and report on key deliverables and service standards.