At a Glance
- Tasks: Support financial advisers and ensure seamless client service and administration.
- Company: Well-established financial advice firm with a collaborative culture.
- Benefits: Career development opportunities and exposure to experienced advisers.
- Other info: Dynamic team environment focused on operational excellence.
- Why this job: Join a respected firm and make a real impact in financial planning.
- Qualifications: Experience in client services or financial planning support is essential.
The predicted salary is between 41850 - 51150 $ per year.
Keegan Adams Recruitment is partnering with a well-established and highly regarded financial advice firm to recruit a Client Services Associate to join their growing team. This is an excellent opportunity for an experienced Client Services Officer, Adviser Assistant or Financial Planning Administrator looking to work within a collaborative environment where client service and operational excellence are highly valued.
You will play a key role supporting Financial Advisers with the implementation of advice, client administration and ongoing client service, ensuring a seamless and professional experience for clients.
The Opportunity
- Act as an important link between advisers, clients and external providers, ensuring advice is implemented accurately, efficiently and in line with compliance requirements.
- Manage client communications and respond to enquiries.
- Support advisers with the implementation of financial advice.
- Prepare documentation for new client onboarding.
- Process client requests including applications, rollovers, withdrawals, redemptions and other financial documentation.
- Liaise with product providers and third parties to obtain required client information.
- Maintain accurate client records and documentation within the CRM system.
- Assist with daily investment and cash reconciliations.
- Support advisers with meeting preparation and ongoing client administration.
- Work closely with operations and compliance teams to ensure regulatory requirements are met.
- Identify opportunities to improve processes and workflows.
About You
To be successful in this role, you will have:
- Previous experience in a Client Services, Financial Planning Support or Adviser Assistant role.
- Strong administrative and organisational skills.
- Excellent attention to detail and the ability to manage competing priorities.
- Strong written and verbal communication skills.
- Understanding of financial services compliance and advice implementation.
- A proactive and collaborative approach to supporting advisers and clients.
Why Apply?
- Join a well-respected financial advice firm.
- Work in a supportive and collaborative team environment.
- Opportunity to further develop your career in financial planning.
- Exposure to experienced advisers and high-quality client work.
Client Service ManagerNew in 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.
