Client Services Associate – Australian Financial Advice

Ally Fashion; Sydney; On-site; AUD 70,000 - 95,000; Full time

Job summary

Hoxton Wealth is seeking a capable Customer Service Officer / Associate to support our Australian advice business. This frontline role ensures clients are serviced efficiently, professionally, and in line with regulatory standards.

You will work with advisers, paraplanners, and operations to manage day-to-day servicing, onboarding, and documentation, allowing advisers to focus on advice delivery and client relationships.

Qualifications

• Experience in Australian financial services, professional services, or regulated environments.
• Strong written and verbal communication skills with high attention to detail.
• Ability to manage multiple priorities and follow structured processes.
• Proficient with CRMs, document management systems, and Microsoft/Google tools.

Responsibilities

• Act as primary contact for client queries via phone, email, and CRM.
• Coordinate meetings, appointments, and adviser diaries.
• Assist with onboarding new clients, including engagement documents.
• 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 standards.
• Support advisers and paraplanners with checklist-driven processes.

Skills

CRM experience

Communication skills

Attention to detail

Organisational skills

Financial services exp

Tools

CRM software

MS Office

Job description

Hoxton Wealth is seeking a capable Customer Service Officer / Associate to support our Australian advice business. This frontline role ensures clients are serviced efficiently, professionally, and in line with regulatory standards.

You will work with advisers, paraplanners, and operations to manage day-to-day servicing, onboarding, and documentation, allowing advisers to focus on advice delivery and client relationships.