Client Service Officer - Financial Services

Pathfinder; Sydney; On-site; AUD 85,000 - 95,000; Full time

Benefits offered by this job

Full-time, permanent role

Boutique team environment

Career development within financials

Manly location

Job summary

Pathfinder Recruitment is seeking a Client Services Officer for a growing boutique financial services firm based in Manly. You’ll manage client transactions, KYC, fee arrangements, and adviser follow-ups, supporting a close-knit team.

The role suits an organised professional with experience in financial services, wealth management or investment administration. A friendly, client-focused approach is essential, with strong attention to detail.

Qualifications

• Experience in client services or administration within financial services, banking, superannuation or wealth management or a related environment.
• Experience with financial products, investment administration or account processing.
• Exposure to platforms such as Netwealth, HUB24 or other investment platforms will be highly regarded.
• A sound understanding of superannuation, pension or investment account administration will be advantageous.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication skills.
• The ability to manage competing priorities and work to deadlines.
• A professional, friendly and client-focused approach.

Responsibilities

• Processing client transactions, account openings, contributions, withdrawals, rollovers and investment switches.
• Preparing client applications and managing identification and KYC/AML requirements.
• Maintaining accurate client records and processing client information updates.
• Managing fee consent forms and ongoing fee arrangement renewals.
• Preparing client review documentation, meeting packs and adviser follow-up actions.
• Liaising with clients, platforms, super funds and product providers to resolve queries.
• Monitoring outstanding requirements and ensuring requests are completed promptly.
• Responding to client enquiries via phone and email.
• Providing general office and administrative support.

Job description

• Manly Location
• $85K-$95K + Super
• Growing Business / Great Team

Are you an experienced Client Services or Administration professional looking for your next opportunity within financial services?

A growing boutique financial services firm based in Manly is looking for a highly organised and detail-oriented Client Service Officer to join its close-knit team.

This is an excellent opportunity for someone with experience in financial services, wealth management, banking, superannuation or investment administration who enjoys working with clients, supporting a team and keeping things running smoothly.

The Role Working closely with the advisers and broader team, you'll manage a range of client administration and service activities, including:

• Processing client transactions, account openings, contributions, withdrawals, rollovers and investment switches.
• Preparing client applications and managing identification and KYC/AML requirements.
• Maintaining accurate client records and processing client information updates.
• Managing fee consent forms and ongoing fee arrangement renewals.
• Preparing client review documentation, meeting packs and adviser follow-up actions.
• Liaising with clients, platforms, super funds and product providers to resolve queries.
• Monitoring outstanding requirements and ensuring requests are completed promptly.
• Responding to client enquiries via phone and email.
• Providing general office and administrative support.

About You You'll ideally bring:

• Previous experience in client services or administration within financial services, banking, superannuation, wealth management or a related environment.
• Experience with financial products, investment administration or account processing.
• Exposure to platforms such as Netwealth, HUB24 or other investment platforms will be highly regarded.
• A sound understanding of superannuation, pension or investment account administration will be advantageous.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication skills.
• The ability to manage competing priorities and work to deadlines.
• A professional, friendly and client-focused approach.

Experience with Fin365 will be advantageous but is not essential.

What's on Offer?

• $85K-$95K + Super, depending on experience.
• Full-time, permanent opportunity.
• Boutique and supportive team environment.
• Opportunity to develop your career within financial services.
• Convenient Manly location.