Client Services Officer – Wealth Management

Moore Australia; Australia; Remote; AUD 55,000 - 75,000; Full time

Job summary

Moore Australia is seeking a Client Services Officer to support a Wealth Management team. You will handle end-to-end administration, client record maintenance and adviser workflows while delivering high-quality client service.

Ideal candidates have 2–3 years of financial planning or adviser support experience, familiarity with Xplan and MS Office, and RG146 is preferred. Flexible working arrangements including WFH options are available.

Qualifications

• 2–3 years' experience in financial planning, wealth management or adviser support.
• RG146 qualification preferred.
• Experience using Xplan and strong Microsoft Office skills.
• Excellent organisational skills with attention to detail.
• Strong communication and client service skills.

Responsibilities

• Provide end-to-end administrative and implementation support to a team of Financial Advisers
• Prepare and maintain accurate client records, ensuring compliance and data integrity
• Manage account administration, including contributions, withdrawals, account changes and client documentation
• Assist with client review preparation, ongoing service requirements and client fact-finding activities
• Coordinate client communications, follow up outstanding requirements and deliver a high level of client service
• Maintain adviser workflows, tasks and reporting through Xplan to support efficient practice operations
• Manage meeting coordination, diary management and general administrative support for the Wealth Management team

Skills

Client service

Communication

Organisational skills

Attention to detail

Independent work

Education

RG146 qualification

Tools

Xplan

Microsoft Office

Job description

Client Services Officer - Wealth Management

Join a growing Wealth Management team and play a key role in delivering exceptional client service and adviser support.

We are seeking an experienced and highly organised Client Services Officer to join our Wealth Management division. This is an excellent opportunity for a proactive administration professional who enjoys working in a fast-paced advice environment and is passionate about providing outstanding support to both clients and financial advisers.

About Us

Moore Australia is a member of the Moore Global network. With firms across Australia, locally we have 26 Partners and more than 220 team members across Queensland and Northern New South Wales.

We provide a comprehensive 360-degree range of audit, business, tax, accounting and consulting services. Working with a diverse portfolio of privately owned businesses, high-net-wealth individuals, ASX-listed companies, not-for-profit entities and more, we support clients across Australia and internationally with a tailored, commercial approach.

Through Moore Global, you will tap into 37,000+ professionals across 119 countries, within a network recognised as Network of the Year at the International Accounting Forum and Awards 2025.

Key Responsibilities:

• Provide end-to-end administrative and implementation support to a team of Financial Advisers
• Prepare and maintain accurate client records, ensuring compliance and data integrity
• Manage account administration, including contributions, withdrawals, account changes and client documentation
• Assist with client review preparation, ongoing service requirements and client fact-finding activities
• Coordinate client communications, follow up outstanding requirements and deliver a high level of client service
• Maintain adviser workflows, tasks and reporting through Xplan to support efficient practice operations
• Manage meeting coordination, diary management and general administrative support for the Wealth Management team
• 2-3 years' experience in financial planning, wealth management or adviser support (SMSF experience is preferable)
• Experience using Xplan and strong Microsoft Office skills
• Excellent organisational skills with strong attention to detail
• Strong communication and client service skills
• The ability to work independently and manage competing priorities
• RG146 qualification is preferred
• National and global learning opportunities, including annual Graduate and National Conferences, Emerging Leaders programs, technical and professional skills training, the Moore Ambition leadership program, and executive development opportunities delivered in partnership with Harvard Business School.
• Uncapped career progression
• Enjoy regular social events (firmwide Christmas and EOFY parties) and the option to join our Social Club (NRL games, food 'safari', escape rooms, baseball, winery tours, boat parties, outdoor movie nights and more!)
• Newly refurbished office spaces with top-of-the-range facilities, standing desks, high-tech systems and stunning river views
• Yearly and six-monthly reviews to help you achieve your career goals sooner
• Open-door policy with the partners and hands-on mentorship ...
• Flexible working arrangements includingWFH options
• Extensive retail and wellbeing discounts

You must have the right to live and work in Australia to apply for this position.

For a confidential discussion about this position please contact the HR Team on07 3287 2266.

We look forward to potentially meeting you!