Client Services Officer
- Join a high-performing private wealth team supporting HNW clients and a senior adviser.
- Manage front-line client queries and administration, and assist with advice implementation.
- Strong pathway into paraplanning, Office Manager or team leadership.
About the role
Join a high-performing private wealth team supporting HNW clients and a senior adviser. Take ownership of client service, advice implementation and account administration, with scope to develop into paraplanning or team leadership.
- Manage front-line client queries and administration
- Establish and maintain Wrap accounts
- Process pension payments, contributions and rollovers
- Assist with advice implementation and strategic recommendations
- Complete AML/KYC for clients including SMSF and trust accounts
- Prepare ROA's and provide basic paraplanning support
- Liaise with clients, advisers, platforms and external providers
- Support broader process and operational improvements
Skills & Experience
- 2+ years’ experience as a Client Services Officer in a financial advice business
- Strong communication and client administration skills
- Experience with advice implementation and ROA's
- Exposure to HNW, complex clients will be favourable
- Resilient, reliable and highly collaborative approach
Benefits
- KPI-based bonus linked to individual and business performance
- Regular salary reviews and half-yearly performance appraisals
- 1–2 days WFH available after successful six-month probation
- Strong pathway into paraplanning, Office Manager or team leadership
- Access to market insights and professional development opportunities
- Regular team lunches, events and social activities
About the Company/Culture
A boutique, high-performing private wealth business with a HNW client base. The team operates within a major Australian financial services group and continues to grow.
People enjoy working here because the team is close-knit, collaborative and genuinely invested in each other's success. Resilience, accountability and cultural fit are highly valued, with opportunities to make a meaningful contribution as the business grows.
How to apply
If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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