A leading financial services firm is seeking a Broker Customer Onboarding Specialist in Bundaberg, Queensland. This role involves guiding customers through their onboarding journey to enhance their experience and ensure compliance. Ideal candidates will have exceptional phone-based service skills, attention to detail, and a desire to support customers. Join a supportive team focused on growth,...
A financial services firm in Tasmania is seeking a Central Operations Associate to enhance client service operations. The ideal candidate will have a minimum of 2 years in the financial services industry and strong organizational skills. Responsibilities include managing client onboarding, data integrity in Salesforce, and supporting operations. Competitive compensation and a focus on...
A leading global payments technology provider is seeking a Client Onboarding Specialist in Brisbane to enhance customer experiences. You'll support new customers in using Ezidebit and Eway platforms, ensuring a smooth onboarding journey. The ideal candidate will have excellent communication skills, a customer-first mindset, and problem-solving abilities. The salary for this role ranges from...
A leading financial services provider in New South Wales is looking for an Implementation Specialist. This role focuses on client onboarding, where you will configure systems, validate data, and deliver training to ensure a seamless experience for every client. Candidates should have a Bachelor's degree in a relevant field and 2–3+ years of experience in software implementations, preferably in a...
A leading global payments company in Brisbane is seeking a Client Onboarding Specialist to ensure a smooth onboarding experience for new customers. This role involves engaging with customers through calls, managing account setups, and maintaining high data integrity. Ideal candidates will have strong communication skills, a customer-first mindset, and attention to detail, thriving in a dynamic...
A technology recruitment firm is seeking a Client Experience Specialist to join a growing team in Sydney CBD. This permanent full-time role involves managing client onboarding, delivering training sessions, and serving as the main point of contact for client support. Candidates should have client-facing experience, excellent communication skills, and the ability to produce structured...
Hi! 👋 I’m Josh, Sales Manager for Australia 🇦🇺 at WeTravel. I joined earlier this year to launch WeTravel Australia, and it’s been an exciting (and fun!) journey building our very first local team from the ground up. My goal is to create a high-performing, collaborative team that’s genuinely passionate about what we do. Australia is a growing, high-potential market for WeTravel — and with this...
A leading financial services firm is seeking a Client Onboarding and Maintenance Executive to enhance client experience within their organization. This role involves processing account applications, ensuring compliance with regulations, and updating client information in systems. Ideal candidates have strong communication skills and attention to detail. Join a vibrant team that values...
A financial services firm is seeking a Client Implementation Analyst to support small to medium-sized clients throughout the onboarding process. This role involves managing client expectations, coordinating with internal teams, and addressing any requirements-related issues. Ideal candidates will have at least 2 years of experience in project coordination or business analysis, and proficiency...
A leading compensation law firm is seeking a Client Intake Specialist to be the first contact for clients. In this role, you will manage client enquiries, conduct intake interviews, and ensure exceptional client service. The ideal candidate will have strong communication skills and a genuine desire to help others. This role offers a supportive team culture and clear career growth opportunities in...
A leading financial services firm in Melbourne is seeking a dedicated administration professional to join the Service, Administration & Support (SAS) team. The role focuses on delivering top-notch service to advisers and clients while supporting administrative functions. Ideal candidates should possess strong communication skills and a detail-oriented approach, thriving in a dynamic environment....
A leading Australian fund manager in Melbourne is seeking an experienced Account Manager to manage client relationships with financial advice partners. The ideal candidate will have 3–5 years in financial advice or wealth management, displaying exceptional communication and collaboration skills. This full-time role emphasizes operational excellence and client service, offering the chance to drive...
Who is Shift? At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products. We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of...
OverviewIB Operations - Client Onboarding SpecialistIB Operations - Client Onboarding SpecialistIB Operations - Client Onboarding SpecialistYour roleAre you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? We're looking for someone like that to:Work on onboarding cases across the IB. Advise and explain KYC requirements and...
Melbourne Wealth Management Contract or Temporary This position lies with the Account Management Team (AMT), a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements. The ideal candidate will have experience working in a Compliance / AML function or has onboarding...
Sydney Wealth Management Contract or Temporary This position lies with the Account Management Team (AMT), a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements. The ideal candidate will have experience working in a Compliance / AML function or has onboarding...
A leading compensation law firm is seeking a Client Intake Specialist in Chatswood, Sydney. In this role, you'll be the first point of contact for new clients, conducting intake interviews and ensuring they feel supported. Ideal candidates will possess strong communication skills and a genuine desire to help others. You will be part of a supportive team with clear career growth opportunities. A...
A technology recruitment firm is seeking a Client Experience Specialist to join a growing team in Sydney CBD. This permanent full-time role involves managing client onboarding, delivering training sessions, and serving as the main point of contact for client support. Candidates should have client-facing experience, excellent communication skills, and the ability to produce structured...
A leading Australian fintech company is hiring for multiple full-time and part-time roles in its Client Services team across Sydney and the Gold Coast. This role offers hybrid work flexibility, a vibrant office environment, and clear career progression. Ideal candidates should have experience in financial services or wealth management and be passionate about delivering exceptional customer...
Sydney Wealth Management Our client is a leading Private Wealth Manager seeking an experienced Client Onboarding / KYC candidate to join their team for an initial 12 month contract in their Sydney office. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards...