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Client Service jobs in Melbourne CBD VIC

• The average pay for Client Service jobs in Melbourne CBD VIC is $70K per year.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $102K per year.
8 companies are currently advertising Client Service jobs in Melbourne CBD VIC including Hays, Macquarie Group, Michael Page, Fuse Recruitment and IAS RECRUITMENT PTY LTD.
• Top skills include FINANCIAL SERVICES, CONTINUOUS IMPROVEMENT, LOANS, WRITTEN AND VERBAL and LEADERSHIP.
Showing 18 jobs
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Posted 59d ago
Full time · Permanent
Similar jobs pay ~$71k - $98k

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Key points we found

  • Manage onboarding of new clients, including account openings and documentation.
  • Oversee day-to-day portfolio administration and maintain accurate client records.
  • Provide proactive client management, ensuring annual reviews and documentation updates are completed on time.
Posted 23d ago
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Posted 31d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Support Advisers and provide high-quality service to clients.
  • Manage documentation and client records in compliance with standards.
  • Coordinate client meetings and prepare advice documents.
Posted 1d ago
Full time · Permanent
Similar jobs pay ~$90k - $110k

$90000 - $110000 per annum

Key points we found

  • Join a boutique financial planning firm with a pathway to becoming a Licensed Financial Adviser.
  • Engage in client meetings and strategic advice delivery while developing technical expertise.
  • Collaborate with a small team to design and deliver comprehensive financial plans.
Posted 2d ago
Full time · Permanent
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Join a well-established Financial Services Organisation as a Private Wealth Assistant.
  • Support 5 wealth advisors with a mix of administration, client service, and operational duties.
  • Opportunity for career development and training in a positive working environment.
Posted 11d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Join a rotational graduate program at one of Australia''s largest banks.
  • Develop leadership and technical skills through immersive experiences and meaningful rotations.
  • Build relationships across the business while contributing to customer outcomes.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

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.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Seeking an experienced equity markets Dealer Assistant fluent in Mandarin.
  • Key responsibilities include client on-boarding, account maintenance, and stock settlements.
  • Candidates should have strong attention to detail and knowledge of financial markets.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Manage administrative and relationship needs of institutional trust clients.
  • Coordinate client activities and respond to inquiries.
  • Identify opportunities for expanding business relationships.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Client Service Manager role focused 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 on-boarding and administrative support.
Expiring in 4d
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Expiring today
Full time · Contract
Similar jobs pay ~$147k - $187k

Pay information not disclosed by advertiser

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.
Posted 14d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

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.
+60d ago
Full time · Permanent
Similar jobs pay ~$65k - $85k

$70000 + Super

Key points we found

  • Support a dynamic team in delivering smart lending solutions.
  • Prepare and lodge loan applications for various lending products.
  • Conduct assessments and maintain compliance documentation.
Expiring today
Full time · Contract
Similar jobs pay ~$97k - $138k

Pay information not disclosed by advertiser

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
Expiring today
Full time · Contract
Similar jobs pay ~$94k - $101k

Pay information not disclosed by advertiser

Key points we found

  • Assist Financial Advisors and clients in a high-volume environment
  • Manage client onboarding and account maintenance
  • Provide administrative support and ensure compliance with regulations