Client Services Officer / Client Services Manager (Wealth Management)
Our client is a highly regarded Wealth Management and Financial Planning firm based in the Perth CBD, providing tailored financial advice and investment solutions to high-net-worth individuals, families, and sophisticated investors.
Working alongside experienced Financial Advisors and Directors, you will play a critical role in ensuring a seamless client experience while supporting the delivery of high-quality financial advice to a sophisticated client base.
Key Responsibilities
- Provide ongoing support to Senior Financial Advisors and Directors
- Deliver exceptional customer service and assist with client enquiries
- Prepare for client review meetings and new client appointments
- Data gathering and client investment/product research
- Implement advice documentation and administrative processes
- Maintain the Xplan client database, ensuring accuracy, compliance, and integrity of information
- Coordinate client onboarding and ongoing service activities
- Build and maintain strong relationships with high-net-worth clients
- Assist with maintaining regulatory and compliance requirements
- Support the team in delivering a premium client experience at every stage of the client journey
To be successful in this position, you will demonstrate:
- Excellent written and verbal communication skills
- Exceptional customer service and relationship management abilities
- A highly organised, procedure-driven approach to your work
- A professional demeanour with a positive, enthusiastic, and hardworking attitude
- Experience within a Financial Planning, Wealth Management, Private Banking, or Financial Services environment is highly regarded
- Experience with Xplan is preferred
- The ability to work confidently with professional and high-net-worth clientele
What's on Offer
- A genuine opportunity to progress and develop your career within Wealth Management and Financial Planning
- Competitive remuneration package
- Flexible working arrangements available
- Friendly, supportive, and collaborative team environment
- Modern Perth CBD office location
- Convenient access to public transport
- Exposure to experienced Advisors and a sophisticated high-net-worth client base
- Long-term career development opportunities within a growing business
If you are an experienced Client Services professional looking to join a respected Wealth Management firm where quality, professionalism, and client service are highly valued, we would love to hear from you.
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Client Services Officer / Client Services Manager (Wealth Management) employer: Chandler Macleod
As a Local Council in Sydney, we pride ourselves on being an excellent employer that values flexibility and work-life balance, offering a hybrid working arrangement to suit your lifestyle. Our supportive work culture fosters professional growth through diverse project opportunities in asset construction, allowing you to make a meaningful impact in the community while enjoying competitive pay rates and a commitment to employee development.
