Client Service jobs in Melbourne VIC
22 jobs
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Posted 24d ago
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.
Posted 9d ago
Technical Account Manager
First Focus
Melbourne VIC 3004•Full time
~$130k(Estimated)
KEY POINTS WE FOUND
- Act as the primary technical and strategic advisor for your client portfolio
- Lead QBRs, roadmap planning sessions and business reviews that actually mean something
- Identify opportunities for security uplift, infrastructure improvement and smarter investment
Posted 25d ago
Personal Banker - Highpoint, Maribyrnong
Westpac
Maribyrnong VIC 3032•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Proactively engage with customers to uncover their financial needs.
- Assist customers in achieving their financial goals through expert product knowledge.
- Accountable for sales and referral targets while delivering exceptional customer service.
Posted 10d ago
Senior Premium & Credit Account Manager
Gallagher Bassett
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Provide professional and customer-focused premium and credit management service for Workers'' Compensation clients.
- Process renewals, annual adjustments, and manage client premium projections.
- Identify risks and opportunities for process improvement while maintaining compliance with relevant legislation.
Posted 2d ago
Personal Banker | Moonee Ponds | VIC
Bendigo and Adelaide Bank
Moonee Ponds VIC 3039•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Deliver exceptional customer service by meeting end-to-end banking needs.
- Educate customers on digital literacy and online banking solutions.
- Guide customers through personalised lending solutions.
Posted 18d ago
Client Delivery Manager, Commercials
Link Group
Docklands VIC 3008•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Manage key client contracts and commercial relationships in the superannuation sector.
- Oversee service delivery outcomes and ensure strong commercial governance.
- Identify opportunities for revenue growth and support ongoing transformation initiatives.
+60d ago
Personal Banker - Highpoint, Maribyrnong
Westpac
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.
Posted 19d ago
Customer Resolutions Officer
FourQuarters Recruitment
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Investigate and resolve complex customer complaints.
- Ensure compliance with regulatory requirements and deliver fair outcomes.
- Maintain the Complaints Register and report on trends.
+60d ago
Career Associate / Advisor Assistant - Wholesale Desk
GOW Recruitment
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Join a well-established Financial Services Organisation as a Career Associate / Advisor Assistant.
- Support Senior UHNW advisors with a mix of administration, on-boarding, and client service duties.
- Work in a positive and engaging environment focused on quality client service.
Posted 4d ago
Personal Banker - Fountain Gate, Narre Warren
Westpac
Narre Warren VIC 3805•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Proactively engage with customers to uncover their financial needs.
- Utilise product knowledge to assist customers in achieving financial goals.
- Achieve sales and referral targets while delivering exceptional customer service.
Posted 6d ago
Personal Banker - Fountain Gate, Narre Warren
Westpac
Narre Warren VIC 3805•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Permanent full-time opportunity at Westpac’s Fountain Gate Shopping Centre branch.
- Engage with customers to uncover their financial needs and assist them in achieving their goals.
- Blend of sales and customer service with accountability for sales and referral targets.
+60d ago
Account Executive
Ogilvy
Melbourne VIC 3004•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support day-to-day management of client accounts
- Handle administration tasks including meetings and workflow control
- Build relationships with clients and internal teams
+60d ago
HNW WM Client Onboarding Specialist - 12-month contract
Anton Murray Consulting
Melbourne VIC 3004•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 documentation and onboarding issues.
+60d ago
Client Offboarding Associate - Private Wealth - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Join a leading Private Wealth Manager for a 12-month contract.
- Support Client Offboarding, Deceased Estate processing, and Asset Transfers.
- Ensure high performance and excellent service for clients.
+60d ago
Associate Advisor - 12-month initial contract
Alex Gatfield
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
- Facilitate administrative client queries and client on-boarding processes.
- Assist in client asset transfers and monitor stock settlements.
+60d ago
Wealth Management - Client Service Associate (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$97k - $138k(Estimated)
KEY POINTS WE FOUND
- Client onboarding and account documentation preparation
- Manage IPO and corporate action allocations
- Prioritise competing adviser requests in a fast-paced environment
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$147k - $187k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focusing on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client onboarding and administrative support.
+60d ago
Client Reporting Associate - Wealth Management - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support the Manager of the Fee Based Team in managing high-net-worth clients' reporting.
- Reconcile client investment data and assist with tax reporting reconciliation.
- Implement checks and controls to improve client reporting accuracy.
+60d ago
Wealth Management - Client Service Manager - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focused on equity markets and high-net-worth clients.
- Facilitate administrative client queries and manage client onboarding processes.
- Ensure compliance with regulatory requirements and maintain strong relationships with internal stakeholders.
Posted 24d ago
Indigenous Employment Programs - Expression of Interest
CommBank
Melbourne CBD VIC•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Join a community that celebrates Aboriginal and Torres Strait Islander culture.
- Explore diverse career opportunities across various sectors.
- Receive support and guidance throughout your application process.