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Latest Finance Jobs in and CANDIDATE
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GCSGraduate/Junior Client Service Manager $60000 - $65000 Full TimeApplyAbout the roleStep into a long-term career in financial advice with this graduate client service role at a boutique advice practice, ideal for a Financial Planning graduate or student nearing completion. You'll work closely with senior advisers and clients, preparing documentation and reports, maintaining accurate compliance records, and supporting the delivery of advice across superannuation, investments, retirement, estate and tax planning. With mentoring, hands-on exposure to a broad and varied client base, and a clear pathway toward becoming an adviser, it suits a detail-oriented, organised communicator who is committed to growing within the profession.
CSOClient Services Officer $75000 - $85000 Full TimeApplyAbout the roleJoin a fast-paced Client Services role supporting advisers with administration and implementation for both existing clients and those being onboarded. You'll assist clients invested across retail platforms, industry funds and Self-Managed Super Funds, working within a knowledgeable and supportive team at a stable, well-established business. There is genuine opportunity to grow in the role if you want it, making it a great fit for an organised, service-minded professional with an interest in financial services.
CSFClient Services - Financial Planning and Accounting Market Rate Part Time Until GraduationApplyAbout the roleSeeking a dedicated professional to join a small-scale financial advice and accounting firm. Ideal candidate should have strong financial acumen and be comfortable with client-facing roles.
CSCClient Service Coordinator Market Rate Full TimeApplyAbout the roleJoin a financial advisory practice in a role that blends polished client experience with smooth office operations, welcoming clients, preparing meeting rooms and client packs, and managing reception and phone enquiries. You'll also keep things running behind the scenes through workflow management, CRM upkeep, document preparation, digital signature coordination, records management and support for advisers and the client service team. It suits a organised, service-minded administrator who takes pride in high client satisfaction, impeccable presentation and freeing advisers to focus on strategic advice and business growth.
AAMAdvice Associate Melbourne CBD Market Rate Full TimeApplyAbout the roleJoin a well-established national private wealth advice firm as an Advice Associate, supporting a team of advisers in developing and implementing tailored financial strategies for clients such as business owners, retirees, executives, professionals and expatriates. You'll be involved from the start of each client relationship, handling file establishment, AML and CRM setup, account openings, rollovers, form lodgement, risk insurance applications and service agreements, and may also help prepare financial models, cashflows, Statements of Advice and Records of Advice. This is a great fit for an organised, detail-focused professional who wants to build a long-term career in financial advice within a collaborative, growing team.