Client Services Officer / Client Services Manager (Wealth Management)

Chandler Macleod; Western Australia; Sur place; AUD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Career development

Flexible work arrangements

Modern Perth CBD office

Résumé du poste

Chandler Macleod is recruiting for a Client Services Officer/Manager in wealth management. The role supports Senior Financial Advisors and Directors, handling client enquiries, onboarding, and research to ensure a premium client experience for high-net-worth clients.

You will work in a modern Perth CBD office with a collaborative team and flexible arrangements. Experience in Financial Planning or Wealth Management is valued, with Xplan familiarity preferred.

Qualifications

• Strong written and verbal communication skills.
• Exceptional customer service and client relationship management.
• Highly organised, procedure-driven approach to work.
• Professional demeanour with positive attitude.
• Experience in Financial Planning, Wealth Management, Private Banking or Financial Services is desirable.
• Experience with Xplan is preferred.

Responsabilités

• Provide ongoing support to Senior Financial Advisors and Directors.
• Deliver exceptional customer service and assist with client enquiries.
• Prepare for client review meetings and new client appointments.
• Data gathering and client investment/product research.
• Implement advice documentation and administrative processes.
• Maintain the Xplan client database with accuracy and compliance.
• Coordinate client onboarding and ongoing service activities.
• Build and maintain strong relationships with high-net-worth clients.
• Assist with regulatory and compliance requirements.
• Support the team in delivering a premium client experience at every stage.

Connaissances

Client service

Communication

Organisation

Professionalism

Relationship management

Xplan (preferred)

Outils

Xplan

Description du poste

Client Services Officer / Client Services Manager (Wealth Management)

Our client is a highly regarded Wealth Management and Financial Planning firm based in the Perth CBD, providing tailored financial advice and investment solutions to high-net-worth individuals, families, and sophisticated investors.

Working alongside experienced Financial Advisors and Directors, you will play a critical role in ensuring a seamless client experience while supporting the delivery of high-quality financial advice to a sophisticated client base.

Key Responsibilities

• Provide ongoing support to Senior Financial Advisors and Directors
• Deliver exceptional customer service and assist with client enquiries
• Prepare for client review meetings and new client appointments
• Data gathering and client investment/product research
• Implement advice documentation and administrative processes
• Maintain the Xplan client database, ensuring accuracy, compliance, and integrity of information
• Coordinate client onboarding and ongoing service activities
• Build and maintain strong relationships with high-net-worth clients
• Assist with maintaining regulatory and compliance requirements
• Support the team in delivering a premium client experience at every stage of the client journey

To be successful in this position, you will demonstrate:

• Excellent written and verbal communication skills
• Exceptional customer service and relationship management abilities
• A highly organised, procedure-driven approach to your work
• A professional demeanour with a positive, enthusiastic, and hardworking attitude
• Experience within a Financial Planning, Wealth Management, Private Banking, or Financial Services environment is highly regarded
• Experience with Xplan is preferred
• The ability to work confidently with professional and high-net-worth clientele

What's on Offer

• A genuine opportunity to progress and develop your career within Wealth Management and Financial Planning
• Competitive remuneration package
• Flexible working arrangements available
• Friendly, supportive, and collaborative team environment
• Modern Perth CBD office location
• Convenient access to public transport
• Exposure to experienced Advisors and a sophisticated high-net-worth client base
• Long-term career development opportunities within a growing business

If you are an experienced Client Services professional looking to join a respected Wealth Management firm where quality, professionalism, and client service are highly valued, we would love to hear from you.