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Client Service jobs

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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.

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.

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.

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.

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 Banker - Level 2

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.

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.

Personal Banker 2

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.

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.

Business Development Associate

Kaizen Recruitment

Melbourne VIC 3004•Full time

~$70k - $90k(Estimated)

KEY POINTS WE FOUND

Join a highly regarded investment management business.
Support business development initiatives and manage client activity.
Build a long-term career in funds management distribution.

Client Onboarding Specialist - HNW WM 12m contract

Anton Murray Consulting

Sydney NSW 2000•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 missing documentation and issues.

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.

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.

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.
Comprehensive training and support provided for career advancement.

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.

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 - 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 Banking Advisor - Mildura, VIC

VIC•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.
Comprehensive training and support provided for career advancement.

Personal Banker - Highpoint, Maribyrnong

Maribyrnong VIC 3032•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Engage with customers to understand their financial needs.
Utilise product knowledge to assist customers in achieving financial goals.
Achieve sales and referral targets while delivering exceptional customer service.