Client Service Associate

Keystone Wealth; Sydney; On-site; AUD 65,000 - 75,000; Full time

Job summary

Keystone Wealth is seeking a motivated Client Service Associate to provide administrative and client support across the financial advice process. Reporting to the Client Service Team Leader, you will work closely with advisers, client services, operations and compliance to deliver accurate, responsive and consistent service.

Exposure to end-to-end financial advice processes, ongoing development across systems and regulatory requirements, and a collaborative, values-led culture await in the

Qualifications

• Experience in an Australian financial planning business is welcome.
• A degree in Business, Economics or Commerce; major in Financial Planning is highly regarded.
• Xplan experience is mandatory.

Responsibilities

• Respond to routine client enquiries and assist with account updates, documents and transactions.
• Prepare and maintain client forms, correspondence, meeting notes and follow-up tasks.
• Schedule meetings and coordinate adviser and client service calendars.
• Support advice implementation and maintain accurate records in Xplan CRM.
• Complete administration in line with AFSL requirements and internal policies.

Skills

Client service

Communication

Organisation

Time-management

Education

Business / Economics / Commerce degree

Tools

Xplan

Job description

Bring your financial planning and Xplan experience to a collaborative team where you can grow.

About the opportunity

Keystone Wealth is seeking a motivated Client Service Associate to provide administrative and client support across the financial advice process. Reporting to the Client Service Team Leader, you will work closely with advisers, client services, operations and compliance to deliver accurate, responsive and consistent service.

Who we would consider

We welcome applications from candidates who meet either of the following profiles:

• Experience in an Australian financial planning business, together with practical Xplan experience; and/or
• A recent university graduate, or a student approaching graduation, with a degree in Business, Economics or Commerce. A major in Financial Planning will be highly regarded.

Why join Keystone Wealth?

• Exposure to the end-to-end financial advice process
• Ongoing development across systems, processes and regulatory requirements
• A supportive, collaborative and values-led working environment
• Opportunity to broaden your knowledge and build a long-term career in financial planning
• Sydney based office close to Wynard Station

Key responsibilities

• Respond to routine client enquiries and assist with account updates, documents and transactions
• Prepare and maintain client forms, correspondence, meeting notes and follow-up tasks
• Schedule meetings and coordinate adviser and client service calendars
• Support advice implementation and maintain accurate records in Xplan CRM
• Complete administration in line with AFSL requirements, internal policies and agreed timeframes
• Identify and elevate data, process, compliance or record-keeping concerns
• Collaborate across the business and contribute to process improvements

About you

• Strong client service, communication, organisation and time-management skills
• High attention to detail and a consistent approach to record keeping
• A proactive, accountable attitude and willingness to learn and develop
• Xplan experience is mandatory
• Ability to work independently while contributing positively to the team
• A genuine desire to develop a long-term career in financial planning

Mandatory requirements

• Full and unrestricted rights to work in Australia
• Australian residency for taxation purposes
• Ability to satisfactorily complete police and bankruptcy checks

About Keystone Wealth

Keystone Wealth develops tailored financial strategies around each client’s circumstances, priorities and lifestyle goals. Our team is guided by Empathy, Integrity, Excellence and Accountability.