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Private Client Service Associate jobs

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PRIVATE CLIENT SERVICES ASSOCIATE - 4+ PQE

4+ years post admission legal experience. Confidence and expertise in advising upon and development of estate and succession plans for individuals and businesses. Experience in preparing advice, interpretation and drafting of will...

CompanyPiper Alderman Lawyers
AddressAdelaide, SA
CategoryAccounting & Finance
Job typeFull time
Date Posted a month ago See detail

Private Client Services Associate - 4+ PQE

Piper Alderman Lawyers

Adelaide, SA

4+ years post admission legal experience. Confidence and expertise in advising upon and development of estate and succession plans for individuals and businesses. Experience in preparing advice, interpretation and drafting of will...

a month ago seen See more...

Private Client Services Associate - 4+ PQE

Piper Alderman Management

Adelaide, SA

climate fellowshipClimate Change: Learning for ActionOur climate fellowship is an intensive exploration of climate science, climate impacts, and climate solutions, all designed to help you get to work on climate.Applications close...

a month ago seen See more...

Private Clients/Business Services Manager New

Lawson Delaney

Richmond, VIC

Outcomes focused:Everyone can choose their own working hours each day. Never miss an appointment with the plumber again! It is entirely outcomes focused. Working from home:They have more people than seats in the office so flexibi...

9 hours ago seen See more...

Associate/Senior Associate - Client Services Bereavement Hub(Secondment) New

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...

11 hours ago seen See more...

Associate/Senior Associate - Client Services Bereavement Hub(Secondment) New

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...

11 hours ago seen See more...

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...

5 days ago seen See more...

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...

6 days ago seen See more...

Client Service Associate, Banking Solutions | Private Bank

Macquarie Group

Sydney, NSW

Experience supporting advisors within the Wealth Management industry and/or have a solid understanding of the workings of financial products and platforms. Strong attention to detail and organisational and time management skills....

2 months ago seen See more...

Client Service Associate, Banking Solutions | Private Bank

Macquarie Group

Sydney, NSW

Experience supporting advisors within the Wealth Management industry and/or have a solid understanding of the workings of financial products and platforms. Strong attention to detail and organisational and time management skills....

2 months ago seen See more...

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 weeks ago seen See more...

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 weeks ago seen See more...

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 weeks ago seen See more...

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 weeks ago seen See more...

Private Clients/Business Services Manager

Lawson Delaney

Melbourne, VIC

Outcomes focused:Everyone can choose their own working hours each day. Never miss an appointment with the plumber again! It is entirely outcomes focused. Working from home:They have more people than seats in the office so flexibi...

2 weeks ago seen See more...

Client Service Consultant - Private Wealth

Praemium

Melbourne, VIC

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

2 weeks ago seen See more...

Client Service Associate - Novated

Metro Finance

Sydney, NSW

Permanent

Responding to inbound novated lease enquiries, both via phone and email. Conduct outbound calls to update or obtain information from salary packagers, brokers and clients. Provide an exceptional experience by building rapport and...

3 weeks ago seen See more...

Senior Client Service Associate

Computershare

Melbourne, VIC

Permanent

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Gener...

3 weeks ago seen See more...

Client Service Associate

Atlamgroup

Sydney, NSW

About Us Kelly Partners Group (ASX:KPG) is one of Australias most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we a...

4 weeks ago seen See more...

Sales & Client Service Associate

J And G Knowles And Associates Pty Ltd

North Rothbury, NSW

$40 - $45 an hour

Relevant sales, marketing or customer service experience. Exceptional communication and interpersonal skills. A broad understanding of issues, challenges and opportunities for our target market (Age 55+). Work under direction or w...

4 weeks ago seen See more...

Client Service Associate, Morgan Stanley at Work

Morgan Stanley

Melbourne, VIC

Provide excellent customer support to ensure maximum satisfaction and appositive experience for our clients. Support and maintain stock option, restricted stock and employee share purchase plan data on Shareworks' proprietary and...

a month ago seen See more...

Client Service Associate

Computershare Ltd

Abbotsford, VIC

You will work with some of our biggest ASX listed clients. You will join a great supportive team, who will support you along the way. You will join us in an exciting time of growth as we move our clients onto a new platform. Manag...

a month ago seen See more...

Client Service Associate

Metro Finance

Sydney, NSW

Permanent

Provide an exceptional experience to clients by building rapport and providing reliable support to enhance Broker and Client relationships. Maintain a thorough knowledge of organisational policies, procedures and guidelines, ensur...

a month ago seen See more...

Client Service Associate - Mandarin Speaking

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Client on-boarding, including preparation of account documentation and creation of client records. Prepare client valuations, asset allocations and reporting. Assist in client asset t...

a month ago seen See more...

Client Services Associate - 12-month contract - Asset Manager

Anton Murray Consulting

Sydney, NSW

2-5 years fund operations experience from either a fund manager, custodian or fund services firm. Knowledge of Unit Trusts. Good level of competence on Microsoft Excel. Analytical approach and attention to detail. Effective commu...

a month ago seen See more...

Client Service Associate | Cantonese Speakers

Keegan Adams Recruitment Pty Ltd

Sydney, NSW

$38 per hour + Super

Immediately available:Start date -Monday 15th April(this is not negotiable). Working hours: 9am-6pm,10am-7pm or 11am-8pm (overtime available). Hourly rate:$38 per hour + Super. Fluent in: Cantonese,Mandarin and English, bot...

a month ago seen See more...

Client Service Associate (All-Rounder)

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Prepare client onboarding documents. Create client records. Prepare client valuations, asset allocations and valuations. Prioritise competing requests in a fast-paced environment. Esta...

2 months ago seen See more...

Client Service Associate - Global Fund Manager (9 month Contract)

Platinum Pacific Partners

Melbourne, VIC

Assisting with Investor relationships and communications. Serving as the primary point of contact for client inquiries and questions. Effective email management for Client Services. Follow up administration work and all forms of...

2 months ago seen See more...

Client Services Associate

Carrier

Melbourne, VIC

Act as a customer advocate to ensure timely delivery and engage in customer complaint process. Engage with external customers for inbound queries relating products, orders, services, and outbound follow up communications. Review c...

2 months ago seen See more...

Client Service Associate - Macquarie Asset Management

Macquarie Group

Sydney, NSW

1-2 years' experience in a similar role and interest in Asset Management. Passion for Client Service and a passion to deliver on client needs. Excellent written and verbal communication skills. Strong problem-solving skills and ef...

2 months ago seen See more...

Client Services Associate

Hays

Sydney, NSW

Client Service Associate role for Mandarin speakerYour new companyThe role is within a reputable Wealth Management business, which services individuals, families and institutions investing in both domestic and international market...

2 months ago seen See more...

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