In-Demand Client onboarding specialist Jobs in Melbourne, Vic

Advice Compliance Specialist
First Financial —Melbourne VIC
- Full-time
- Hybrid work
- Microsoft Office
- Finance
- Business
Quick Apply
Business Growth Manager - Multi-site Aesthetic Clinics
Luxe Lips Aesthetic Clinic —Moonee Ponds VIC
- $90,310.41 - $115,136.69 a year
- Full-time
- CRM software
- Management
- Clinic
- Parental leave
- Employee discount
Quick Apply
Home Care Client Sales Specialist
People First Healthcare —Essendon VIC
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
Quick Apply
IT & Workplace Support Engineers (Multiple Opportunities Available)
The Missing Link —Docklands VIC
- Full-time
- Bar
- Software troubleshooting
- Customer service
Quick Apply
Escala - Middle Office Operations Analyst
Focus Financial Partners —Melbourne VIC
- Microsoft Excel
- Management
- Administrative experience
13d
Senior Client Service Executive
Aon Corporation —Melbourne VIC
- Hybrid work
- Communication skills
- Annual leave
- Work from home
6d
Customer Success Manager
carsales —Melbourne VIC
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Parental leave
Quick Apply
7d
Software Implementation Specialist
ABC Fitness —Richmond VIC
- Full-time
- CRM software
- Analysis skills
- Bachelor's degree
- Dental insurance
- Annual leave
Quick Apply
4d
Team Leader - Court Services, Moorabbin
Court Services Victoria —Melbourne VIC
- Full-time
- Management
- Case management
- Leadership
6d
Performance Media Specialist - Retail Media
Endeavour Group —Richmond VIC
- Full-time
- Marketing
- Analysis skills
- Bachelor's degree
10d
Project Lead
Avanade —Melbourne VIC
- Azure
- ERP systems
- Conflict management
14d
Institutional Business Relationship Manager (RM)
Neuberger Berman —Melbourne VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Support Worker - Accommodation - Macleod
Claro Disability Services —Macleod VIC
- Part-time
- First Aid Certification
- Referral program
3d
Environmental Impact Assessment Lead - Relocate to Townsville
AECOM —Melbourne VIC
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Budgeting
- Relocation assistance
3d
Manager- Audit Technology
KPMG Australia —Melbourne VIC
- Full-time
- Azure
- Engineering
- SQL
- Parental leave
Quick Apply
Frontier Industry Advisor, FSI
Microsoft —Melbourne VIC
- Full-time
- Management
- Computer Science
- Master's degree
14d
Senior Environmental Health & Safety Advisor, VIC
Vertiv —Melbourne VIC
- Microsoft Office
- Education
- Bachelor's degree
- Employee assistance program
Expressions of Interest - Water Infrastructure Engineering Opportunities
AECOM —Melbourne VIC
- Full-time
- Hybrid work
National Coastal & Maritime Lead
AECOM —Docklands VIC
- Full-time
- Hybrid work
- Leadership
14d
Sector Manager, Water Infrastructure - Victoria
AECOM —Docklands VIC
- Full-time
- Hybrid work
- Leadership
- Communication skills

I want to receive the latest job alert for client onboarding specialist in melbourne, vic

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client onboarding specialist jobs near melbourne, vic

Compliance Officer jobs in Melbourne VIC

Operations Analyst jobs in Melbourne VIC

Team Leader, Advisory Services jobs in Melbourne VIC

Infrastructure Engineer jobs in Melbourne VIC

IT Support jobs in Docklands VIC

Customer Success Manager jobs in Melbourne VIC

Compliance Officer jobs in Clontarf Qld

Mines, Security Officer jobs in Queensland

Compliance Officer jobs in Darwin Nt

Health Information Officer jobs in Sydney Nsw

Compliance Officer jobs in Newcastle Nsw

Legal Officer Government jobs in Sydney Nsw

Administration Officer jobs in Nepean Hospital Nsw

Shift Leader jobs in Roseworthy Sa

Shift Leader jobs in Bowen Hills Qld

Shift Leader jobs in Central Goldfields Vic

Shift Leader jobs in Trigg Wa

Evening Shift jobs in Gulfview Heights Sa

Afternoon Shift jobs in Perth Wa

No Experience Required Night Shift jobs in Footscray Vic

Advice Compliance Specialist

First Financial -
Melbourne VIC

Quick Apply

Job Details

Permanent | Full-time

Qualifications

Law
Microsoft Office
Finance
Risk management
Business
Communication skills

Full Job Description

We currently have an exciting opportunity for an Advice Compliance Specialist to support our continued focus of delivering outstanding service and advice to our clients. Based in our Melbourne CBD office, you will be part of our growing compliance and advice quality function within First Financial; one of Australia’s leading wealth advisory firms.

Whether you’re an experienced advice compliance specialist seeking a stable and highly professional environment, or you’re looking to take the next step in a progressive organisation, we want to hear from you.

As a key member of our team, you will partner with the Senior Advice Compliance Manager and leaders across the business, gaining exposure working with both employed and self-employed advisers who implemented to a broad range of clients and advice strategies. This role will utilise your skills and experience in:

Supporting ongoing supervision and monitoring programs across the adviser network
Identifying compliance issues and trends, and supporting remediation actions
Conducting advice file reviews and monitoring activities
Assist advisers to understand and apply regulatory obligations, Code of Ethics requirements and internal policies
Supporting adviser onboarding/offboarding, authorisations and Professional Year requirements
Supporting the triaging and investigation of incidents, complaints and breaches
Identifying and reporting compliance risks and supporting remediation and dispute resolution processes
Assisting with preparing compliance reports for managements and internal stakeholders
Contributing to initiatives that uplift risk culture, advice quality and process efficiency

In turn, we promise you:

A competitive salary with bonus potential
Genuine career progression with coaching, training and ongoing professional development
Opportunities to broaden your expertise across regulatory change, risk management and advice uplift
Flexible working conditions to support work–life balance
Exposure to a wide range of advisers, specialist teams and complex advice scenarios
A supportive, collaborative and engaging environment where you can grow, lead and thrive

At the heart of everything we do is a commitment to our clients and the integrity of our advice. We’re looking for people who take pride in doing things the right way—those driven by excellence, whether you’re seeking long-term stability or ready to take the next step and grow your career in compliance.

To be successful in this role, you will bring:

Minimum 3 years’ experience in advice quality and compliance, adviser supervision, or risk management
Working knowledge of regulatory obligations, including the Corporations Act, AML/CTF, Privacy and the Code of Ethics
Experience conducting advice file reviews or previous experience as an adviser or paraplanner
Experience with compliance monitoring, adviser training and policy development
Familiarity with advice processes, documents and fee consent requirements.
Proficiency in Microsoft Office and XPlan
Excellent written and verbal communication skills, with high attention to detail
A degree in business, finance, law or a related field is highly regarded

Some background

First Financial is one of Melbourne’s largest boutique wealth advisory firms. We are part of a broader group that includes Accordius, Whittle & Skok, YX Ball, Akambo and Pharus Wealth. We provide holistic financial advice to a wide range of clients—from young accumulators to retirees and business owners—helping them achieve what’s most important. As we continue to grow, we are looking for an additional team member who shares our values, and commitment to exceptional client outcomes.

If you are passionate about strengthening advice quality, enhancing compliance culture and supporting advisers to deliver outstanding client results, we would love to hear from you.

Please submit your resume and a brief cover letter to apply.

Company Overview

Please visit our company website for more information

Quick Apply

Refine Your Search

client onboarding specialist jobs in melbourne, vic

Advice Compliance Specialist

Business Growth Manager - Multi-site Aesthetic Clinics

Home Care Client Sales Specialist

IT & Workplace Support Engineers (Multiple Opportunities Available)

Escala - Middle Office Operations Analyst

Senior Client Service Executive

Customer Success Manager

Software Implementation Specialist

Team Leader - Court Services, Moorabbin

Performance Media Specialist - Retail Media

Project Lead

Institutional Business Relationship Manager (RM)

Support Worker - Accommodation - Macleod

Environmental Impact Assessment Lead - Relocate to Townsville

Manager- Audit Technology

Frontier Industry Advisor, FSI

Senior Environmental Health & Safety Advisor, VIC

Expressions of Interest - Water Infrastructure Engineering Opportunities

National Coastal & Maritime Lead

Sector Manager, Water Infrastructure - Victoria

I want to receive the latest job alert for client onboarding specialist in melbourne, vic

Related Searches

Explore jobs in more locations

Company Overview

Job Seeker Tools

Employer Tools

Browse

Stay Connected