Client Services Associate

Stellan Capital Pty; Adelaide; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Employee Assistance Program (EAP)

Professional development support

Modern CBD office

Job summary

Stellan Capital Pty in Adelaide seeks an experienced Client Services Associate to deepen client relationships and streamline onboarding and service requests. You’ll support the administration, coordination and communication that underpin quality client outcomes for high net worth individuals.

Working within a close-knit team, you’ll coordinate onboarding, implement advice controls, and ensure timely, accurate servicing while maintaining confidential client information with discretion.

Qualifications

• At least 3 years in financial services in a client service or administration role.
• Strong administration and organisational skills with deadline focus.
• Knowledge of financial services regulatory requirements (AML/CTF, superannuation) is a plus.

Responsibilities

• Own end-to-end onboarding and admin processes for new clients.
• Coordinate with advisers, clients, providers, and third parties.
• Maintain accurate client records across systems.
• Prepare client/account reports and support year-end reporting.

Skills

Client service

Administration

Communication

Attention to detail

Tools

Praemium

Macquarie

Xplan

Job description

Stellan is an established Adelaide financial advice practice known for the quality of its client relationships and the calibre of its team. As the practice continues to grow, they’re looking for an experienced Client Services Associate to join their team and play a central role in how clients experience the practice, from the moment they come on board.

The role

The work at Stellan is complex and interesting. Clients are typically from high or ultra high net wealth categories and you’ll play a key role in implementing advice and handling service requests commensurate with this type of client profile.

On a day-to-day basis, this role supports the onboarding of new clients and the ongoing maintenance of existing client relationships through high quality administration, coordination and communication.

Working within a close-knit, collaborative team, you'll help ensure client onboarding, advice implementation and service requests are handled accurately and on time, every time.

What you'll be doing

• Owning the end-to-end coordination of client onboarding and administrative processes, from collating documentation through to completion
• Communicating proactively with advisers, clients, product providers and third parties such as accountants and lawyers
• Supporting the onboarding of complex client structures and high risk AML identifiers
• Act as the primary point of contact for Macquarie administrative queries
• Preparing client and account reports, and supporting End of Year Financial Reports and ad hoc reporting queries
• Facilitating application processes for managed funds and unlisted assets
• Maintaining accurate, up to date client records across systems
• Contributing to broader business projects that improve the client experience

About you

To thrive in this role, you'll bring:

• At least 3 years' experience in financial services in a similar client service or administration role
• Strong administration and organisational skills, with the ability to prioritise competing workloads and meet deadlines
• A knowledge of regulatory and industry requirements, including financial advice, superannuation and AML/CTF obligations
• A proactive, solutions-focused approach with strong ownership and follow-through
• Excellent attention to detail and accuracy
• Confident, professional communication skills for dealing with clients and external stakeholders
• Sound judgement and discretion when handling sensitive client information

It would be great, but isn't essential, if you also had:

• Experience with complex client structures, including companies, trusts and SMSFs
• Working knowledge of wealth management platforms such as Praemium, Macquarie and Xplan
• Experience with managed funds, unlisted investments or investment administration
• Relevant financial services or industry qualifications

What's on offer

• Competitive base salary, aligned with your experience and capability
• Professional development support and funding
• Employee Assistance Program (EAP)
• A supportive, high-performing team environment in a well-regarded Adelaide practice
• Newly fitted out, state of the art office environment in the heart of the CBD