At a Glance
- Tasks: Support Private Wealth Advisers and deliver exceptional client service.
- Company: Leading wealth management firm with a strong reputation.
- Benefits: Gain exposure to high-net-worth clients and develop your career.
- Other info: Dynamic role with opportunities for professional growth.
- Why this job: Join a collaborative team and make a real impact on client experiences.
- Qualifications: Experience in client service or wealth administration preferred.
The predicted salary is between 62100 - 75900 $ per year.
We are partnering with a leading wealth management firm who are looking to hire a Client Service Officer to join their team. This is a fantastic opportunity to work alongside experienced Private Wealth Advisers, supporting a sophisticated client base and playing an integral role in delivering exceptional client service.
The Opportunity
As a Client Service Officer, you will work closely with Private Wealth Advisers and the broader team to ensure clients receive a seamless and highly personalised service. Your responsibilities will include:
- Providing high-quality administrative and client service support to Private Wealth Advisers.
- Managing client onboarding, account establishment and ongoing maintenance.
- Preparing and processing investment documentation, applications and transactions.
- Liaising with clients, investment platforms, fund managers and external providers.
- Assisting with the preparation and implementation of financial advice documentation.
- Coordinating client meetings, preparing relevant paperwork and managing follow-up actions.
- Maintaining accurate client records and ensuring compliance with internal processes.
- Building strong relationships with clients and contributing to an exceptional client experience.
About You
We are looking for someone who genuinely enjoys working with clients, has strong attention to detail and thrives in a professional, collaborative environment. Ideally, you will bring:
- Previous experience in a Client Service Officer, Client Services Associate or Wealth Administration role.
- Experience within private wealth, financial planning or investment management.
- An understanding of investment platforms, financial products and client onboarding processes.
- Excellent communication and relationship-building skills.
- Strong organisational skills with the ability to manage competing priorities.
- A proactive, positive attitude and a genuine commitment to delivering outstanding service.
Why Consider This Opportunity?
- Join an established and respected name in private wealth management.
- Work alongside experienced advisers and gain exposure to high-net-worth clients.
- Be part of a collaborative, professional and client-focused team.
- Develop your technical knowledge and build a long-term career within the wealth management industry.
- Enjoy a varied role where your contribution to the client experience is genuinely valued.
Interested? If you have experience in wealth management or financial planning and are looking for an opportunity to develop your career within a highly regarded firm, we would love to hear from you.
Apply now or contact Rosie Keegan on 0482 088 *** at Keegan Adams Recruitment for a confidential discussion.
Private Wealth Client Experience Specialist in North Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
