At a Glance
- Tasks: Provide admin support to Financial Advisers and manage client communications.
- Company: Moore Australia, a leader in Wealth Management with a supportive culture.
- Benefits: Flexible working arrangements, strong career development, and WFH options.
- Other info: Great opportunity for growth in a thriving industry.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and attention to detail.
The predicted salary is between 58500 - 71500 $ per year.
Moore Australia is seeking a Client Services Officer for its Wealth Management division.
You will deliver end-to-end admin support to Financial Advisers, maintain client records, and handle account administration with a focus on data integrity and compliance.
In this role you will coordinate client communications, assist with client reviews, and manage adviser workflows in Xplan.
Flexible working arrangements including WFH options are offered, alongside strong career development opportunities
Wealth Management Client Services Specialist (Hybrid) in Brisbane employer: Moore Australia
Moore Australia (VIC/TAS) is an exceptional employer that prioritises professional development and personal wellbeing, offering a comprehensive benefits package including flexible working arrangements and extensive learning opportunities. With a strong focus on team culture and inclusivity, employees are encouraged to grow within a supportive environment while contributing to meaningful client relationships and impactful advisory services. Join us in a dynamic workplace where your contributions are valued and celebrated.
