Client Solution Associate jobs
Now available 97 results are consistent
Sort by:relevance - date
CLIENT SERVICES OFFICER/ASSOCIATE PARA-PLANNER
Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...
| Company | Portum Private Wealth Pty Limited |
|---|---|
| Address | Sydney, NSW |
| Category | Accounting & Finance |
| Date Posted | a month ago See detail |
Client Services Officer/Associate Para-Planner
Portum Private Wealth Pty Limited
Sydney, NSW
Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Luxury Sales Associate / Senior Client Advisor- Multiple vacancies - Sydney CBD
Miller Leith
Sydney, NSW
Proven track record in Luxury Sales, with a focus on delivering exceptional customer experiences. Impeccable communication skills, allowing you to connect effortlessly with a diverse clientele inEnglish and having a second langua...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Associate Solutions Architect
Amazon
Sydney, NSW
Permanent
We are passionate about technology and relish the chances to dive deep and wide within the AWS platform in our quest to delight customers.Are you a motivated technologist with a unique blend of curiosity, technical chops, and stro...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Senior Client Services Officer / Associate Financial Planner - PY Opportunity
International Search Partners
Canberra, ACT
Attend client meetings, completing fact find information and file notes with accuracy. Research and assist in the development of appropriate technical and strategic advice.. Review documentation from Paraplanning for presentation...
a month ago seen See more...
- View all - jobs in Canberra, ACT
Associate Director, Client Development Manager
Westpac Bank
Sydney, NSW
Permanent Role Transaction Banking. Sydney based hybrid working, WFH 2 days per week. Incredible opportunity to join the Westpac Institutional Banks Global Transaction Services team. Work with the relationship management tea...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Microsoft Solution Architects - Associate Director
Accenture
Sydney, NSW
Supporting Sales teams in solution development. Customer Engagement (Business and Technical Discussions and Discovery). Cloud Transition and Transformation. Go-to-market Strategy. Document Writing and Template Creation. Resource E...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Associate Solutions Architect
Amazon Web Services
Sydney, NSW
We are passionate about technology and relish the chances to dive deep and wide within the AWS platform in our quest to delight customers.Are you a motivated technologist with a unique blend of curiosity, technical chops, and stro...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Senior Client Advisor / Sales Associate - Fine Jewellery Brand
Miller Leith
Sydney, NSW
The CompanyOur client is a distinguished Fine Jewellery Brand, renowned as a beacon of luxury, timeless beauty and sophistication, looking for 1 x Senior Client Advisor and 1 x Sales Associate for their prominent boutiques in Sydn...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Client Investment Reporting - Analyst / Associate - Global Asset Manager
Anton Murray Consulting
Sydney, NSW
Responsible for the end-to-end production and distribution process for completing repeatable and ad-hoc client reporting packages for specified business unit(s). The workflow involves sourcing data from various systems, coordinati...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Senior Client Advisor / Sales Associate - Fine Jewellery Brand
Miller Leith
Sydney, NSW
The CompanyOur client is a distinguished Fine Jewellery Brand, renowned as a beacon of luxury, timeless beauty and sophistication, looking for 1 x Senior Client Advisor and 1 x Sales Associate for their prominent boutiques in Sydn...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Senior Sales Associate / Client Advisor | Sydney Westfield - Luxury Brand
Miller Leith
Sydney, NSW
Proven track record in luxury sales, with a focus on delivering exceptional customer experiences. Impeccable communication skills, allowing you to connect effortlessly with a diverse clientele inEnglish and having a second langua...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Custody Client Facing Operations - Associate
Jp Morgan Chase & Co
Sydney, NSW
Deliver client service excellence for all Custody clients including Local and Global Asset Managers, Local and Global Investment Managers, Australian Superannuation Funds, Global Pension Funds and other Custody Clients . Deliver...
a month ago seen See more...
- View all - jobs in Sydney, NSW
Associate/Senior Associate - Client Services Bereavement Hub(Secondment)
Fidelity International
Kingswood, SA
The processing of all Legal correspondence in relation to registering clients as deceased, Power of Attorney, Court of Protection, Name change and Corporate/Trust business. Generating confirmation letters used to return original a...
a month ago seen See more...
- View all - jobs in Kingswood, SA
Associate/Senior Associate - Client Services Bereavement Hub(Secondment)
Fidelity International
Kingswood, SA
Process and / or check sales and / or information packs, and other ad-hoc requests, across the bereavement journey. Be a part of a dynamic team, each of whom is considerate of, and engages with delivery of overall team and custome...
a month ago seen See more...
- View all - jobs in Kingswood, SA
Senior Client Service Manager - Global Payments Solutions
Hsbc
Melbourne, VIC
Permanent
Managing the transactional banking needs of a broad range of Corporate sector clients. Maintaining regular contact with clients to ensure clients are comfortable in using HSBCs transactional banking products and services, and tha...
a month ago seen See more...
- View all Hsbc jobs - jobs in Melbourne, VIC
Client Service Associate - Lending Operations
Anz
York, WA
Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...
a month ago seen See more...
- View all Anz jobs - jobs in York, WA
Part-Time Client Services Associate (Graduate/Entry Level)
Cmc Markets
Sydney, NSW
Permanent
Ensure timely support for our Stockbroking clients by providing exceptional experiences. Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, a...
a month ago seen See more...
- View all Cmc Markets jobs - jobs in Sydney, NSW
Custody Client Facing Operations - Associate
Jpmorgan Chase
Sydney, NSW
Permanent
Deliver client service excellence for all Custody clients including Local and Global Asset Managers, Local and Global Investment Managers, Australian Superannuation Funds, Global Pension Funds and other Custody Clients. Deliver ti...
a month ago seen See more...
- View all Jpmorgan Chase jobs - jobs in Sydney, NSW
Associate Director, Transaction Banking Solutions
Commonwealth Bank Of Australia
Sydney, NSW
Permanent
Opportunity to secure a critical role in our Institutional Account Management teamExcellent portfolio of tier 1 and 2 institutional clients in NSW Non-Banking Financial Institutions (NBFI)Permanent, full time role based in Sydne...
a month ago seen See more...
Microsoft Solution Architects - Associate Director
Accenture
Australia
Permanent
We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with...
a month ago seen See more...
- View all Accenture jobs
Client Tax Operations - Associate
Jpmorgan Chase
Sydney, NSW
Permanent
Deliver a full range of tax services and reporting to internal and external client, including review of supplementary tax reporting. Liaise with clients on their tax reporting requirements and tax queries. Build and maintain inter...
a month ago seen See more...
- View all Jpmorgan Chase jobs - jobs in Sydney, NSW
Microsoft Solution Architects - Associate Director
Accenture
Melbourne, VIC
Supporting Sales teams in solution development.. Customer Engagement (Business and Technical Discussions and Discovery). Cloud Transition and Transformation. Go-to-market Strategy. Document Writing and Template Creation. Resource...
a month ago seen See more...
- View all Accenture jobs - jobs in Melbourne, VIC
Associate Level 2 - Client Services
Fidelity International
Kingswood, SA
Handle customer interactions through a range of channels, primarily phone and also email and letter - understanding the customer & their needs to provide the right solutions to them. Take ownership of every customer interaction to...
2 months ago seen See more...
- View all Fidelity International jobs - jobs in Kingswood, SA
Senior Client Services Associate - 2IC
Mason Stevens
Sydney, NSW
Support Head of Middle Office as 2IC. Assist Client Service Associates with inquiries. Handle low-priority escalations and complaints. Manage the daily workflow of the team. Oversee service request logs and hypercare escalations....
2 months ago seen See more...
- View all Mason Stevens jobs - jobs in Sydney, NSW
Client Strategy & Solutions Lead (12m contract)
Nine For Brands
Adelaide, SA
Work with broader Powered and Nine sales team on delivering a cohesive solution across all assets - successfully managing from end to end, including strategic framework, brainstorm, ideation & pitch. Drive and find new local reven...
2 months ago seen See more...
- View all Nine For Brands jobs - jobs in Adelaide, SA
Associate Product Specialist, Products and Solutions, Launch Graduate Program 2025 - Australia
Mastercard
Sydney, NSW
Helps build product documentation that are clear and easily consumable by product teams. Deliver assigned work seeking guidance from experienced team members. Abide by Mastercard's security policies and practices;. Ensure the conf...
2 months ago seen See more...
- View all Mastercard jobs - jobs in Sydney, NSW
Client Services Associate
Applied Wealth
North Sydney, NSW
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
2 months ago seen See more...
- View all Applied Wealth jobs - jobs in North Sydney, NSW
Associate Director / Director - Client Side
Amida Recruit Au
Sydney, NSW
Boutique Project Management consultancy, potential future profit share/equity. Project experience across multiple sectors Commercial, Mixed Use, Govt., Hospitality etc. Great culture, great team with excellent progression opportun...
2 months ago seen See more...
- View all Amida Recruit Au jobs - jobs in Sydney, NSW
Client Service Associate (Funds Management) - RG146 qual.
Perigon Group
Sydney, NSW
Management of the Inbox, inbound phone calls and client queries.. The coordination of direct applications working closely with fund administrator to provide a seamless investor experience. Assist with Reporting Flows and AUM. Ov...
2 months ago seen See more...
- View all Perigon Group jobs - jobs in Sydney, NSW
Client Contracts & Solutions Manager
Qic
Brisbane, QLD
Reviewing and refreshing client contract lifecycle process and QIC's management tools and frameworks around this, ensuring it is fit for purpose for our clients and QIC's teams. Project management of preparation of commercial term...
2 months ago seen See more...
- View all Qic jobs - jobs in Brisbane, QLD
Account 
More