- Client Service Officer About the RolePremier provider of investor services, seeking an experienced Client Service Officer to join our Custody Operations team in Melbourne.This critical role ensures they provide a pro-active, high-quality customer service experience to their diverse range of domestic and international clients, including both investors and intermediaries. You will be the first point of escalation for clients and will coordinate with global oClient Service Officer About the RolePremier provider of investor services, seeking an experienced Client Service Officer to join our Custody Operations team in Melbourne.This critical role ensures they provide a pro-active, high-quality customer service experience to their diverse range of domestic and international clients, including both investors and intermediaries. You will be the first point of escalation for clients and will coordinate with global o
- Paraplanner National Firm A leading national financial services firm is seeking an experienced Paraplanner for their Melbourne team. Join a firm known for its supportive team environment , commitment to professional growth , and genuine work-life balance.Your New OpportunityWorking closely with experienced advisors , you will play a critical role in preparing advice documentation and managing investment administration to support a high-quality client expeParaplanner National Firm A leading national financial services firm is seeking an experienced Paraplanner for their Melbourne team. Join a firm known for its supportive team environment , commitment to professional growth , and genuine work-life balance.Your New OpportunityWorking closely with experienced advisors , you will play a critical role in preparing advice documentation and managing investment administration to support a high-quality client expe
- About the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleAs a Wholesale InveAbout the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleAs a Wholesale Inve
- Compliance Assessment Lead Melbourne Based12 Month ContractHybrid RoleThe Company This prominent global consulting firm, operating as a significant force in the Australian financial services landscape, specialises in the Superannuation and Wealth sector. It leverages its deep, local market knowledge and global expertise to provide a wide array of services, including managing superannuation products, retirement funds, investments, and offering financial adCompliance Assessment Lead Melbourne Based12 Month ContractHybrid RoleThe Company This prominent global consulting firm, operating as a significant force in the Australian financial services landscape, specialises in the Superannuation and Wealth sector. It leverages its deep, local market knowledge and global expertise to provide a wide array of services, including managing superannuation products, retirement funds, investments, and offering financial ad
- Compliance Assessment Lead Sydney Based12 Month ContractHybrid RoleThe Company This prominent global consulting firm, operating as a significant force in the Australian financial services landscape, specialises in the Superannuation and Wealth sector. It leverages its deep, local market knowledge and global expertise to provide a wide array of services, including managing superannuation products, retirement funds, investments, and offering financial adviceCompliance Assessment Lead Sydney Based12 Month ContractHybrid RoleThe Company This prominent global consulting firm, operating as a significant force in the Australian financial services landscape, specialises in the Superannuation and Wealth sector. It leverages its deep, local market knowledge and global expertise to provide a wide array of services, including managing superannuation products, retirement funds, investments, and offering financial advice
