Client Services Officer

Bentley Recruitment; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

KPI-based bonus

WFH after probation

Salary reviews

Job summary

Bentley Recruitment is seeking a Client Services Officer for a private wealth team serving high net worth clients. You will manage front-line client queries, handle wrap accounts, and support advice implementation with a focus on AML/KYC and ROA preparation.

This role offers a pathway into paraplanning or team leadership, with KPI-based bonuses and regular salary reviews. After a successful six-month probation, 1–2 days of work-from-home are available, fostering a collaborative, growth‑oriented

Qualifications

• 2+ years’ experience as a Client Services Officer in a financial advice business.
• Strong communication and client administration skills.
• Experience with advice implementation and ROA's.
• Exposure to HNW, complex clients will be favourable.
• Resilient, reliable and highly collaborative approach.

Responsibilities

• Manage front-line client queries and administration
• Establish and maintain Wrap accounts
• Process pension payments, contributions and rollovers
• Assist with advice implementation and strategic recommendations
• Complete AML/KYC for clients including SMSF and trust accounts
• Prepare ROA's and provide basic paraplanning support
• Liaise with clients, advisers, platforms and external providers
• Support broader process and operational improvements

Skills

Client servicing

Communication skills

Advice implementation

ROA experience

HNW exposure

Job description

About the role

Join a high-performing private wealth team supporting HNW clients and a senior adviser. Take ownership of client service, advice implementation and account administration, with scope to develop into paraplanning or team leadership.

• Manage front-line client queries and administration
• Establish and maintain Wrap accounts
• Process pension payments, contributions and rollovers
• Assist with advice implementation and strategic recommendations
• Complete AML/KYC for clients including SMSF and trust accounts
• Prepare ROA's and provide basic paraplanning support
• Liaise with clients, advisers, platforms and external providers
• Support broader process and operational improvements

Skills & Experience

• 2+ years’ experience as a Client Services Officer in a financial advice business
• Strong communication and client administration skills
• Experience with advice implementation and ROA's
• Exposure to HNW, complex clients will be favourable
• Resilient, reliable and highly collaborative approach

Benefits

• KPI-based bonus linked to individual and business performance
• Regular salary reviews and half-yearly performance appraisals
• 1–2 days WFH available after successful six-month probation
• Strong pathway into paraplanning, Office Manager or team leadership
• Access to market insights and professional development opportunities
• Regular team lunches, events and social activities

About the Company/Culture

A boutique, high-performing private wealth business with a HNW client base. The team operates within a major Australian financial services group and continues to grow.

People enjoy working here because the team is close-knit, collaborative and genuinely invested in each other's success. Resilience, accountability and cultural fit are highly valued, with opportunities to make a meaningful contribution as the business grows.