Client Service Officer - Wealth Management
- Process client transactions, account openings, applications, KYC/AML checks and ongoing account administration.
- Prepare client review documentation, maintain records, manage fee arrangements and follow up outstanding requirements.
- Respond to client and provider enquiries while supporting financial advisers and the broader team.
- Manly Location
- $85K–$95K + Super
- Growing Business / Great Team
Are you an experienced Client Services or Administration professional looking for your next opportunity within Wealth Management?
A growing boutique Wealth Management firm based in Manly is looking for a highly organised and detail-oriented Client Service Officer to join its close-knit team.
Do you have experience in F365?
This is an excellent opportunity for someone with experience in financial services, wealth management, banking, superannuation or investment administration who enjoys working with clients, supporting a team and keeping things running smoothly.
The Role Working closely with the advisers and broader team, you'll manage a range of client administration and service activities, including:
- Processing client transactions, account openings, contributions, withdrawals, rollovers and investment switches.
- Preparing client applications and managing identification and KYC/AML requirements.
- Maintaining accurate client records and processing client information updates.
- Managing fee consent forms and ongoing fee arrangement renewals.
- Preparing client review documentation, meeting packs and adviser follow-up actions.
- Liaising with clients, platforms, super funds and product providers to resolve queries.
- Monitoring outstanding requirements and ensuring requests are completed promptly.
- Responding to client enquiries via phone and email.
- Providing general office and administrative support.
About You You'll ideally bring:
- Previous experience in client services or administration within financial services, banking, superannuation, wealth management or a related environment.
- Experience with financial products, investment administration or account processing.
- Exposure to platforms such as Netwealth, HUB24 or other investment platforms will be highly regarded.
- A sound understanding of superannuation, pension or investment account administration will be advantageous.
- Strong attention to detail and organisational skills.
- Excellent written and verbal communication skills.
- The ability to manage competing priorities and work to deadlines.
- A professional, friendly and client-focused approach.
Experience with Fin365 will be advantageous but is not essential.
What's on Offer?
- $85K–$95K + Super, depending on experience.
- Full-time, permanent opportunity.
- Boutique and supportive team environment.
- Opportunity to develop your career within financial services.
- Convenient Manly location.
Apply Now If you have a background in financial services, banking, superannuation or client administration and are looking for your next opportunity, we'd love to hear from you.
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