Client Service Officer - Wealth Management

Pathfinder Recruitment; Sydney; In loco; AUD 85.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Full-time role

Permanent position

Boutique team environment

Career development

Manly location

Descrizione del lavoro

Pathfinder Recruitment is seeking a skilled Client Service Officer for a boutique wealth management firm in Manly. You will support advisers with client administration, process transactions, and manage KYC/AML requirements while maintaining precise client records.

Ideal candidates have experience in financial services and a client-focused approach, with familiarity in platforms like Fin365 or investment platforms. This is a full-time, permanent role offering a supportive team environment.

Competenze

• Experience in client services or administrative roles within financial services.
• Familiarity with wealth management, banking, superannuation or investment administration.
• Experience with investment platforms is advantageous.

Mansioni

• Manage client administration and service activities with advisers and team.
• Process client transactions, openings, contributions, withdrawals, rollovers and switches.
• Prepare client applications and handle KYC/AML requirements.
• Maintain accurate client records and update client information.
• Manage fee consent forms and renewal of fee arrangements.
• Prepare client reviews and adviser follow-up actions.
• Handle client inquiries via phone and email; provide general admin support.

Conoscenze

Client service

Administration

Attention to detail

Organisation

Communication

Prioritisation

Professionalism

Strumenti

Fin365

Netwealth

HUB24

Descrizione del lavoro

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

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

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

Do you have experience in F365?

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.