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Senior Client Services Officer

Reposted 15 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Coordinate client onboarding, manage asset transfers, and ensure compliance with regulations while collaborating with advisers and corporate staff.
Top Skills: Investment Platforms
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Senior Accountant

16 Days AgoSaved
In-Office
Perth, Western Australia, AUS
Senior level
Senior level
Fintech • Software • Financial Services
As a Senior Accountant, you will deliver accounting and advisory services, assist with tax returns, bookkeeping, and ensure compliance with regulations while mentoring junior staff.
Top Skills: ExcelMyobXero
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Senior Accountant - Virtual Ops

17 Days AgoSaved
Remote
Australia
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Accountant ensures smooth client engagements by preparing tax compliances, financial statements, and meeting obligations effectively while fostering positive relationships.
Top Skills: Accounting SoftwareTax Compliance Systems
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Accountant

Reposted 17 Days AgoSaved
In-Office
Stawell, Victoria, AUS
Junior
Junior
Fintech • Software • Financial Services
The Accountant will provide high-quality accounting services, assist in preparing tax returns and financial statements, and maintain bookkeeping duties.
Top Skills: Cloud ToolsExcelMyobXero
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Client Services Officer

18 Days AgoSaved
In-Office
Glen Innes, New South Wales, AUS
Entry level
Entry level
Fintech • Software • Financial Services
As a Client Services Officer, you will manage reception, coordinate client meetings, handle general administration, and ensure high-quality client service.
Top Skills: ExcelMS OfficeOutlookTeamsWord
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Client Associate

Reposted 19 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
The Client Associate services clients, coordinates work for Advisers, and ensures quality service through relationship building and workflow management.
Top Skills: Financial Planning SystemsInvestment Platforms
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Front of House Lead

20 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Fintech • Software • Financial Services
Lead the Front of House team to ensure exceptional client experiences, manage operations, and enhance service standards across offices.
Top Skills: MS OfficeWorkplace Management Systems
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Corporate Receptionist

22 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Entry level
Entry level
Fintech • Software • Financial Services
As a Corporate Receptionist, you will provide exceptional customer service, manage reception tasks, support executives, and maintain professional communication.
Top Skills: MS Office
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Senior Client Services Manager

22 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Lead a client-facing team to deliver exceptional service, manage performance, and build relationships with clients and stakeholders in the financial services sector.
Top Skills: Investment PlatformsMda ModelsMS Office
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Client Associate

24 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech • Software • Financial Services
The Client Associate develops client relationships, coordinates team efforts, manages workflow, and supports the financial planning process, ensuring quality service delivery.
Top Skills: Findex SystemsInvestment Platforms
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