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Client Services (Financial Planning) at SEEK Ltd
sydney, Australian Capital Territory, Australia - Full Time
Skills Needed
N/A
Assistant Accountant at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
Oracle DBA at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
Data Architect at CACI Ltd
London, London - England, United Kingdom - Full Time
Skills Needed
N/A
Regional Sales Manager SPM - VIC South & TAS at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Store Manager at SEEK Ltd
Sydney, Australian Capital Territory, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 4 year(s)
Territory Sales Manager at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Software Developer at SEEK Ltd
nsw, British Columbia, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 4 year(s)
Treasury Analyst at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
Technical Project Manager at AWTG Ltd
England, London - England, United Kingdom - Full Time
Skills Needed
N/A
Experience Required
Minimum 15 year(s)
Senior Sales Representative at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Territory Manager – CBD, Inner West & Eastern Suburb at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Test Software Engineer at Hyra Ltd
Hamburg, Hamburg, Germany - Full Time
Skills Needed
N/A
Experience Required
Minimum 6 year(s)
Senior Manager at NUMA Ltd
berlin, Berlin, Germany - Full Time
Skills Needed
N/A
PMO Manager at ERSG ltd
London, Louisiana, United Kingdom - Full Time
Skills Needed
N/A
Experience Required
Minimum 6 year(s)
Category Manager at ersg Ltd
Dubai, Abu Dhabi, United Arab Emirates - Full Time
Skills Needed
N/A
Experience Required
Minimum 5 year(s)
Compliance Manager at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
12 Month Maternity Contract- Business Development & Personal Account Management at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
MT / MTA / MTLA (m/w/d) Dortmund at SEEK Ltd
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
HVAC Technician at EMaC Ltd
Sharjah, Sharjah, United Arab Emirates - Full Time
Skills Needed
N/A
Client Services (Financial Planning) at SEEK Ltd
sydney, Australian Capital Territory, Australia -
Full Time


Start Date

Immediate

Expiry Date

11 Dec, 26

Salary

0.0

Posted On

12 Sep, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Financial Services & Insurance

Description

holistic financial planning practice specialising in advice for high net worth clients.


About the Role

You'll work closely with a small team of Advisers and other support staff, playing a critical role in the ongoing management of the team's client relationships. You'll coordinate client service activities, help manage advice implementation, and provide administrative support.


Key Responsibilities

  • Acting as a primary point of contact for clients, responding promptly and professionally to emails and queries.
  • Coordinating the delivery and implementation of advice and following up on outstanding actions in a timely manner.
  • Maintaining accurate, up to date client records and managing client databases efficiently.
  • Overseeing the Ongoing Fee Arrangement process for the team, ensuring it's completed within required timeframes.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities
Client Services (Financial Planning) at SEEK Ltd
sydney, Australian Capital Territory, Australia - Full Time
Skills Needed
N/A
Assistant Accountant at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
Oracle DBA at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
Data Architect at CACI Ltd
London, London - England, United Kingdom - Full Time
Skills Needed
N/A
Regional Sales Manager SPM - VIC South & TAS at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Store Manager at SEEK Ltd
Sydney, Australian Capital Territory, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 4 year(s)
Territory Sales Manager at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Software Developer at SEEK Ltd
nsw, British Columbia, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 4 year(s)
Treasury Analyst at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
Technical Project Manager at AWTG Ltd
England, London - England, United Kingdom - Full Time
Skills Needed
N/A
Experience Required
Minimum 15 year(s)
Senior Sales Representative at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Territory Manager – CBD, Inner West & Eastern Suburb at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
Test Software Engineer at Hyra Ltd
Hamburg, Hamburg, Germany - Full Time
Skills Needed
N/A
Experience Required
Minimum 6 year(s)
Senior Manager at NUMA Ltd
berlin, Berlin, Germany - Full Time
Skills Needed
N/A
PMO Manager at ERSG ltd
London, Louisiana, United Kingdom - Full Time
Skills Needed
N/A
Experience Required
Minimum 6 year(s)
Category Manager at ersg Ltd
Dubai, Abu Dhabi, United Arab Emirates - Full Time
Skills Needed
N/A
Experience Required
Minimum 5 year(s)
Compliance Manager at SEEK Ltd
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 1 year(s)
12 Month Maternity Contract- Business Development & Personal Account Management at SEEK Ltd
Brisbane, Queensland, Australia - Full Time
Skills Needed
N/A
Experience Required
Minimum 10 year(s)
MT / MTA / MTLA (m/w/d) Dortmund at SEEK Ltd
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
HVAC Technician at EMaC Ltd
Sharjah, Sharjah, United Arab Emirates - Full Time
Skills Needed
N/A
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