Client Services Associate

TMS Private Wealth; Manly; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Room to grow your career

Work on the Northern Beaches

Job summary

TMS Private Wealth is looking for a Client Service Officer to join the team on the Northern Beaches. You will manage client transactions, account openings, KYC, and ongoing record updates while supporting advisers with follow-ups and review preparation.

The role emphasizes a friendly, client-first approach and attention to detail. It offers growth opportunities and a local, coastal workplace on the Manly peninsula.

Qualifications

• Admin or CSA experience in wealth or with a platform provider (essential).
• Hands-on Netwealth and/or HUB24 experience (highly regarded).
• Fin365 experience a bonus, but not essential.

Responsibilities

• Processing transactions and new accounts on Netwealth, HUB24 and other wraps.
• Managing client applications, KYC and record updates
• Preparing fee consents and ongoing fee renewals
• Supporting advisers with review prep and follow-ups
• Being a friendly first point of contact for our clients

Skills

Admin/CSA experience

Client-first attitude

Attention to detail

Tools

Netwealth

HUB24

Fin365

Job description

We're hiring: Client Service Officer – Manly

What you'll be doing:

• Processing transactions and new accounts on Netwealth, HUB24 and other wraps
• Managing client applications, KYC and record updates
• Preparing fee consents and ongoing fee renewals
• Supporting advisers with review prep and follow-ups
• Being a friendly first point of contact for our clients

What we're looking for:

• Admin or CSA experience in wealth or with a platform provider (essential)
• Hands-on Netwealth and/or HUB24 experience (highly regarded)
• Fin365 experience a bonus, but not essential
• Strong attention to detail and a genuine client-first attitude

What's on offer:

• Room to grow your career
• Work on the Northern Beaches

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