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CLIENT SERVICES OFFICER (ENTRY LEVEL OR GRAD)

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$55,000 - $65,000 a year
Job typeFull time
Date Posted a week ago See detail

Client Services Officer (Entry Level or Grad)

Fs Recruitment Solutions

Melbourne, VIC

$55,000 - $65,000 a year

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

a week ago seen See more...

Associate Advisor- $75,000-85,000 + super FTE

Fs Recruitment Solutions

Sydney, NSW

$75,000 - $85,000 a year

Assist Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required. Assist with the maintenance of client records and preparation of req...

a week ago seen See more...

Chief Operating Officer - Financial Planning

Fs Recruitment Solutions

Melbourne, VIC

Provide visionary leadership, motivation, and professionalism to uphold the highest standards. Develop and communicate clear, concise direction for the business and staff. Ensure efficient resource utilisation to maximise profitab...

a week ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

a week ago seen See more...

Financial Planner - $110,000-$130,000 - Essendon location

Fs Recruitment Solutions

Essendon, VIC

$110,000 - $130,000 a year

5 + years of experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills including SMSF advice, with...

a week ago seen See more...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

a week ago seen See more...

Associate $75,000 - $85,000 + super

Fs Recruitment Solutions

Melbourne, VIC

$75,000 – $85,000 plus super

Assist Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required. Assist with the maintenance of client records and preparation of req...

a week ago seen See more...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

a week ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

3 weeks ago seen See more...

Client Services Manager/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Attending client appointments / presentations with the Senior Financial Planner. Lodging application for a variety of financial planning products inc BT and Macquarie. Updating client information on Xplan and producing reports fro...

3 weeks ago seen See more...

Financial Advisor - Keilor East

Fs Recruitment Solutions

Keilor East, VIC

$150,000 - $180,000 a year

4 years + experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills, with a relevant degree. Abil...

3 weeks ago seen See more...

Financial Advisor - Keilor East

Fs Recruitment Solutions

Keilor East, VIC

$150,000 – $180,000 per year

4 years + experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills, with a relevant degree. Abil...

3 weeks ago seen See more...

Associate ~ $80,000-110,000 Including super

Fs Recruitment Solutions

Sydney, NSW

$80,000 - $110,000 a year

Assist Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required. Assist with the maintenance of client records and preparation of req...

a month ago seen See more...

Paraplanner $80-90,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$80,000 - $90,000 a year

Crafting advice documents aligned with the specified "Scope of advice" to meet clients' needs, objectives, and compliance requirements. Vigilant research on changes to products, services, legislation, and strategy options. Collabo...

a month ago seen See more...

Client Service Manager - Part Time

Fs Recruitment Solutions

Sydney, NSW

$65,000 - $75,000 a year

Attending client appointments with Advisors and Clients, in person and online. Support Advisors in client management, including account opening procedures. Ensure client records adhere to compliance standards and prepare files for...

a month ago seen See more...

Senior Paraplanner- $90,000-115,000 Inc Super (Depending on Experience)

Fs Recruitment Solutions

Melbourne, VIC

$90,000 - $115,000 a year

Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Strategy Papers, ensuring compliance with industry regulations regarding financial advice. Ensure turnaround times and deadline...

a month ago seen See more...

Senior Client Service Manager

Fs Recruitment Solutions

Sydney, NSW

$85,000 - $85,000 a year

Assist Advisers with client management, including opening new accounts. Maintain client records to compliance standards and prepare files for review and discussion. Recording of file notes and being responsible for any action item...

a month ago seen See more...

Client Service Manager $75-85k+Super

Fs Recruitment Solutions

Melbourne, VIC

$75,000 - $85,000 a year

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

a month ago seen See more...

Financial Planner $130-150,000 + super + bonus

Fs Recruitment Solutions

Melbourne, VIC

$130,000 - $150,000 a year

Provide comprehensive advice to clients on various aspects including retirement and investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSFs, personal insurance, and more. Develop and...

a month ago seen See more...

Financial Advisor - $110,000-140,000 + super (depending on experience)

Fs Recruitment Solutions

Camberwell, VIC

$110,000 - $140,000 a year

2+ years of experience as a professional financial planner. Strong client servicing/ people skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills including SMSF advice, with...

a month ago seen See more...

Senior Associate Adviser - $90,000-100,000+super

Fs Recruitment Solutions

Parkville, VIC

$90,000 - $100,000 a year

Conduct joint client meetings with directors and consultants for both new and existing financial services clients. Build client strategies for wealth creation, superannuation, and insurance. Responsible for completing the fact fi...

a month ago seen See more...

Client Service Manager ~$65,000 - $75,000 plus super

Fs Recruitment Solutions

Sydney, NSW

$65,000 - $75,000 a year

Support Advisors in client management, including account opening procedures. Ensure client records adhere to compliance standards and prepare files for review and discussion. Record meeting notes and follow up on action items. Han...

a month ago seen See more...

Senior Financial Advisor $150-200K (subject to experience)

Fs Recruitment Solutions

Perth, WA

Drive prospecting activities and convert leads into new business. Foster cross-sell and referral opportunities within the broader company. Build strong internal networks and cross-functional relationships. Provide exceptional serv...

2 months ago seen See more...

Senior Financial Advisor and State Manager

Fs Recruitment Solutions

South Perth, WA

$200,000 - $200,000 a year

Lead and support the execution of business and growth plans for the Western Australian office. Drive prospecting activities and convert leads into new business. Foster cross-sell and referral opportunities within the broader compa...

2 months ago seen See more...

Client Services Officer/ Receptionist

Fs Recruitment Solutions

Rose Park, SA

$65,000 - $70,000 a year

Serve as the primary point of contact for clients, both in person and over the phone. Manage diaries, handle mail distribution, and maintain the overall tidiness of the practice. Liaise with clients, platform, fund managers, and i...

2 months ago seen See more...

Financial Planner $140-150,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$140,000 - $150,000 a year

5 + years of experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills including SMSF advice, with...

2 months ago seen See more...

Senior Financial Planner- Equity Opportunity- Brunswick

Fs Recruitment Solutions

Brunswick, VIC

$140,000 - $170,000 a year

Extraordinary firm with a loyal, fee for service client base. Existing book of clients will be transitioned to you. Genuine opportunity for equity....

2 months ago seen See more...

Associate Adviser $75-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$75,000 - $85,000 a year

Assist Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required. Assist with the maintenance of client records and preparation of req...

2 months ago seen See more...

Top Jobs

Client Service Officer, Senior Financial Planner, Senior Financial Advisor, Administration Officer, Private Client Advisor, Life Insurance, Financial Planner,

What companies are hiring for similar jobs FS Recruitment Solutions?

The top companies hiring now for FS Recruitment Solutions similar jobs are AtlamGroup, Gorilla Jobs, FS Recruitment Solutions, SKW Organization, Suncorp, Department of Communities and Justice, Queensland Government, Insignia Financial, Randstad, Government of South Australia, RIVA Recruitment, William Buck, Tiffany & Co.,

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