Financial Client Services Specialist - Manly ($85K-$95K)

Pathfinder Recruitment; Sydney; Vor Ort; AUD 85.000 - 95.000; Vollzeit

Benefits dieser Stelle

Full-time, permanent role

Boutique team environment

Career development within financials

Manly location

Zusammenfassung

Pathfinder Recruitment is seeking a Client Services Officer for a growing boutique financial services firm based in Manly. You’ll manage client transactions, KYC, fee arrangements, and adviser follow-ups, supporting a close-knit team.

The role suits an organised professional with experience in financial services, wealth management or investment administration. A friendly, client-focused approach is essential, with strong attention to detail.

Qualifikationen

• Experience in client services or administration within financial services, banking, superannuation or wealth management or a related environment.
• Experience with financial products, investment administration or account processing.
• Exposure to platforms such as Netwealth, HUB24 or other investment platforms will be highly regarded.
• A sound understanding of superannuation, pension or investment account administration will be advantageous.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication skills.
• The ability to manage competing priorities and work to deadlines.
• A professional, friendly and client-focused approach.

Aufgaben

• Processing client transactions, account openings, contributions, withdrawals, rollovers and investment switches.
• Preparing client applications and managing identification and KYC/AML requirements.
• Maintaining accurate client records and processing client information updates.
• Managing fee consent forms and ongoing fee arrangement renewals.
• Preparing client review documentation, meeting packs and adviser follow-up actions.
• Liaising with clients, platforms, super funds and product providers to resolve queries.
• Monitoring outstanding requirements and ensuring requests are completed promptly.
• Responding to client enquiries via phone and email.
• Providing general office and administrative support.

Jobbeschreibung

Pathfinder Recruitment is seeking a Client Services Officer for a growing boutique financial services firm based in Manly. You’ll manage client transactions, KYC, fee arrangements, and adviser follow-ups, supporting a close-knit team.

The role suits an organised professional with experience in financial services, wealth management or investment administration. A friendly, client-focused approach is essential, with strong attention to detail.