Client Service Associate / Private wealth assistant

GOW Recruitment; City of Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

GOW Recruitment is recruiting a Client Service Associate / Private Wealth Assistant in Melbourne to support four senior UHNW advisors on a 12-month contract with view to permanency. You will manage onboarding, client service tasks, transitions and corporate deals while coordinating with colleagues to deliver seamless service to ultra‑high‑net‑worth clients.

Candidates with 1–3+ years in stockbroking, financial planning or client service, degree in Finance/Commerce/Accounting/Business, RG146

Qualifications

• Degree Qualified: Finance, Commerce, Accounting or Business essential.
• Exceptional client service focus.
• Strong administration skills and attention to detail.
• Excellent communication skills both verbal and written.
• Display a high level of resilience and strong ability to prioritise tasks.
• Goal-oriented with demonstrated drive and initiative.
• Good knowledge of Microsoft Office Suite.
• Knowledge of domestic and international markets is desirable.
• Experience within wealth management, financial planning or professional services.
• RG146 Preferred.

Responsibilities

• This is a high‑volume, client‑facing desk supporting 4 Senior UHNW advisors.
• Involves administration, onboarding, transitions, and client service duties.
• Participation in corporate deals, client meetings, and operational functions.
• Training and support will be provided within a mature, busy environment.

Skills

Exceptional client service

Administration

Communication (verbal & written)

Resilience

Prioritisation

Drive & initiative

MS Office

Market knowledge (domestic & intl)

Wealth management experience

RG146 preferred

Education

Finance/Commerce/Accounting/Business degree

Job description

Client Service Associate / Private wealth assistant

This is a great opportunity for a career orientated market professional to join a well-established tier one wealth management organisation as a Client Service Associate on an initial 12-month contract with the view to permanency.
Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had one to three plus years’ experience in stockbroking / Financial Planning / client service / operations or are currently a Client Service Associate/ Advisor assistant looking for a new opportunity. Supporting 4 Senior UHNW advisors, this is a mature and very busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, training and support will be provided. This is a high performing desk and are keen to partner with client centric and driven candidates.

• Degree Qualified: Finance, Commerce, Accounting or Business essential
• Exceptional client service focus
• Strong administration skills and attention to detail
• Excellent communication skills both verbal and written
• Display a high level of resilience and strong ability to prioritise tasks
• Goal-oriented with demonstrated drive and initiative
• Good knowledge of Microsoft Office Suite
• Knowledge of domestic and international markets is desirable
• Experience within wealth management, financial planning or professional services
• RG146 Preferred

The client will provide a great working environment with a busy and positive culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base.