Client Services Officer | Private Wealth

Integrate Recruitment; Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Great Place to Work

Hybrid flexibility

City view office

Wellbeing facilities

Career development

Funded study

Financial services discounts

Social events

Community leave

Job summary

Integrate Recruitment is seeking a Client Services Officer for a Private Wealth team in Melbourne. You will support Financial Advisers, handle administration, and help deliver an exceptional client experience in a collaborative, flexible environment.

This is a chance to gain exposure to financial planning, build technical knowledge, and develop alongside experienced professionals across multiple disciplines. Hybrid work and career development opportunities are offered.

Qualifications

• Degree in Business, Commerce, Finance or Economics is preferred.
• 1–2 years’ experience in a financial advice firm or similar environment.
• Strong communication and relationship-building skills.
• Excellent organisational abilities and attention to detail.

Responsibilities

• Support Financial Advisers with the administration and implementation of financial advice.
• Assist with superannuation contributions, investment transactions, share trades and SMSF administration.
• Liaise with clients, investment platforms, financial institutions and external providers.
• Develop relationships and provide professional, responsive client service.
• Coordinate client documentation, portfolio updates and ongoing admin requirements.
• Maintain accurate records and ensure compliance with processes.
• Collaborate with the Private Wealth team to deliver excellent outcomes.
• Manage workflows and complete tasks accurately and efficiently.
• Develop technical understanding of investments, superannuation and advice implementation.

Skills

Client relationship management

Financial services knowledge

Attention to detail

Communication skills

Education

Bachelor’s degree in Business/Commerce/Finance/Economics

Tools

Google Workspace

Job description

Client Services Officer | Private Wealth

A great career starts with a great place to work!

What if your next role offered more than just a job?

Imagine working in a light-filled office with incredible Melbourne city views, enjoying genuine flexibility, being surrounded by people who love what they do and having access to benefits that actually make a difference.

Our client is an award-winning, Great Place to Work-certified financial services business with an outstanding reputation, a collaborative culture and a genuine commitment to its people.

In their latest employee survey, 95% of the team strongly agreed that it's a great place to work.

They're now looking for a motivated Client Services Officer to join their Private Wealth team.

Why You'll Love Working Here

This isn't your typical financial services workplace.

Our client has invested in creating an environment where people feel supported, valued and genuinely enjoy coming to work.

Here's just some of what you can look forward to:

• Great Place to Work certified: Join a business where 95% of employees strongly agree it's a great place to work.

• Hybrid flexibility: Enjoy a flexible working model that supports time both in the office and working remotely.

• An incredible office: A light-filled workspace with sweeping Melbourne city views, rooftop gardens, collaborative spaces, an onsite cinema and excellent coffee.

• Health and wellbeing: Access rooftop Pilates, lunchtime fitness classes, nearby gym offers and end-of-trip facilities.

• Career development: Benefit from career coaching, structured development programs, regular feedback and professional learning opportunities.

• Funded study: Support for relevant further education, professional accreditation and memberships.

• Financial benefits: Access discounted or no-fee financial services, including financial planning, tax, insurance and lending services.

• A genuinely social culture: Enjoy regular team events, celebrations, company off-sites, recognition programs and opportunities to connect outside the day-to-day.

• Giving back: Access community leave and opportunities to support charitable and community initiatives.

And perhaps most importantly, you'll be joining a team that values collaboration, celebrates success and genuinely invests in its people.

The Opportunity

As a Client Services Officer within the Private Wealth team, you'll play an important role in supporting Financial Advisers and delivering an exceptional experience to clients.

This is a fantastic opportunity to gain exposure to the financial planning industry, develop technical knowledge and work alongside experienced professionals across multiple financial services disciplines.

You'll be encouraged to learn, ask questions, contribute ideas and build your capabilities as your career develops.

What You'll Be Doing

Your responsibilities will include:

• Supporting Financial Advisers with the administration and implementation of financial advice.

• Assisting with superannuation contributions, investment transactions, share trades and SMSF-related administration.

• Liaising with clients, investment platforms, financial institutions and external providers.

• Developing strong relationships with clients and providing professional, responsive service.

• Coordinating client documentation, portfolio updates and ongoing administrative requirements.

• Maintaining accurate records and ensuring compliance with financial services processes.

• Working collaboratively with the broader Private Wealth team to deliver excellent client outcomes.

• Managing workflows and ensuring tasks are completed accurately and efficiently.

• Developing your technical understanding of investments, superannuation, financial planning and advice implementation.

About You

We're looking for someone who brings a positive attitude, strong attention to detail and a genuine interest in building a career within financial services.

Ideally, you'll have:

• A degree in Business, Commerce, Finance or Economics.

• 1-2 years' experience within a financial advice firm

• Strong communication and relationship-building skills.

• Excellent organisational abilities and attention to detail.

• Confidence using technology and administrative systems.

• Intermediate Google Workspace skills.

• A proactive approach to problem-solving and managing priorities.

• A collaborative mindset and willingness to support others.

• A genuine desire to learn, develop and contribute to a great team culture.

Your Career, Your Development

Our client understands that great careers don't happen by accident.

Through structured career development programs, ongoing learning, regular feedback and opportunities to work alongside experienced professionals, you'll have the support to build your knowledge and develop your professional capabilities.

You'll also gain exposure to a multidisciplinary financial services environment, giving you a broader understanding of how financial advice, accounting and other financial services work together to support clients.

Whether you're just starting out or looking to build on your existing experience, this is an opportunity to develop valuable skills within a business that genuinely supports its people.

Ready for Something Better?

If you're looking for a workplace where you can develop your career, enjoy genuine flexibility, work with great people and feel valued for your contribution, we'd love to hear from you.

All applications and enquiries will be treated confidentially.