Client Service Executive - Insurance & Private Wealth Implementation

Keegan Adams Recruitment; North Sydney Council; On-site; AUD 65,000 - 90,000; Full time

Job summary

Keegan Adams Recruitment in North Sydney is seeking a Client Service Executive to support a leading Private Wealth team. You will liaise with high net worth clients on portfolio implementation and ongoing management, ensuring exceptional service and precise administration of financial planning needs.

The role emphasizes compliance, relationship building with clients and providers, and accurate CRM data entry. A finance/business background with planning qualifications is preferred.

Qualifications

• Excellent communication skills, written and verbal.
• Strong organisational abilities with prioritisation.
• Discretion with confidential information and professional integrity.
• Team player with client-centric mindset.

Responsibilities

• Liaise with high net worth clients on the implementation and management of their portfolio.
• Develop relationships with clients and third party providers.
• Ensure compliance obligations are met and paperwork processed within required timeframes.
• Reporting on client portfolios.
• Administrative tasks such as filing, photocopying, typing, data entry.
• Respond to accounting and audit inquiries relating to client portfolios.
• Maintain and update data accurately within CRM systems.

Skills

Exceptional communication

Organised with prioritisation

Integrity & discretion

Team player

Attention to detail

Education

Finance/Business degree preferred

Financial Planning qualifications advantage

Job description

Client Service Executive - Insurance & Private Wealth Implementation

Keegan Adams Recruitment – North Sydney NSW

Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients.

Working within a collaborative team environment, you will be providing support to one of the company’s most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.

Typical duties include:

• Liaise with high net worth clients on the implementation and management of their portfolio
• Develop relationships with clients and third party providers
• Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes
• Reporting on client portfolios
• Administration such as filing, photocopying, typing, data entry
• Responding to accounting and audit enquiries relating to client portfolios
• Maintain and update accurate data within CRM systems

To be successful you will have:

• Previous experience in a financial planning environment in a similar client services role
• Finance/Business degree preferred, with Financial Planning qualifications a distinct advantage.
• Exceptional communication skills with a passion for client satisfaction
• Organised with an ability to prioritise tasks
• Understanding of confidential nature of work and professional integrity required
• Team player
• Strong attention to detail and accuracy

This is a enviable opportunity to work for a true Employer of Choice. This business has a superb reputation in the industry, an impressive client base, and a genuine focus on their employee engagement and internal team cultures.