Client Service Specialist – Australian Wealth Advisory

QE Foodstores; Sydney; On-site; AUD 65,000 - 85,000; Full time

Job summary

Hoxton Wealth in Australia is seeking a capable Customer Service Officer / Associate to support our Australian advice business. You will be at the front line of client experience, ensuring service is efficient, professional, and compliant with Australian standards.

You will support advisers, paraplanners, and operations, taking ownership of day‑to‑day servicing and administration. The role requires strong communication, organisational skills, and proficiency with CRMs and document management

Qualifications

• Experience in Australian financial services, professional services, or regulated environments.
• Strong written and verbal communication skills.
• High attention to detail and strong organisational skills.
• Confidence using CRMs, document management systems, and Microsoft/Google tools.
• Ability to manage multiple priorities and follow structured processes.
• Professional, calm, and client‑focused approach.

Responsibilities

• Act as a primary point of contact for client queries via phone, email, and CRM.
• Manage inbound and outbound client communications in a timely and professional manner.
• Coordinate meetings, appointments, and adviser diaries.
• Follow up outstanding client requests, documentation, and third‑party information.
• Assist with onboarding new clients, including engagement documents and disclosures.
• Manage fact find documentation, data integrity, and CRM updates.
• Prepare and process forms, applications, and service requests.
• Liaise with product providers, superannuation funds, and platforms.
• Track advice workflows and ensure tasks progress through required stages.
• Ensure all client interactions and records meet compliance and record‑keeping standards.
• Support advisers and paraplanners with checklist‑driven processes.
• Maintain accurate file notes and documentation.
• Identify process gaps, inefficiencies, and recurring issues and escalates appropriately.
• Support internal teams across administration, paraplanning, and advice delivery.
• Assist with ongoing service activities such as reviews, reporting, and follow‑ups.
• Contribute to improving systems, templates, and workflows.

Skills

Australian financial services

Excellent communication

Attention to detail

CRM proficiency

Organisational skills

Professional client focus

Tools

CRM software

Document management systems

Microsoft Office

Google Workspace

Job description

Hoxton Wealth in Australia is seeking a capable Customer Service Officer / Associate to support our Australian advice business. You will be at the front line of client experience, ensuring service is efficient, professional, and compliant with Australian standards.

You will support advisers, paraplanners, and operations, taking ownership of day‑to‑day servicing and administration. The role requires strong communication, organisational skills, and proficiency with CRMs and document management