Hybrid Private Wealth Client Services Officer

Elston; Brisbane; Híbrido; AUD 70.000 - 90.000; Tempo integral

Benefícios oferecidos por esta vaga

Hybrid work arrangement

Flexible working hours

Professional development

Wellbeing initiatives

Team collaboration culture

Resumo da vaga

Elston is seeking an experienced Client Service Officer to support our Private Wealth team in Brisbane. You will deliver exceptional client service and handle administrative tasks across client journeys, preparing documentation and assisting advisers with meetings.

Join a collaborative advisory group and help manage implementations, rollovers and ongoing service for clients, while maintaining accurate records in Xplan and supporting daily operations.

Qualificações

• Experience in client service within wealth management or financial planning.
• Strong organizational and communication skills.
• Experience with financial planning administration is desirable.
• Knowledge of Xplan, COIN or similar platforms is advantageous.

Responsabilidades

• Prepare new account documentation and client paperwork.
• Assist advisers with presentations and client meetings.
• Submit and monitor new applications, rollovers, transfers and implementations.
• Coordinate with product providers and clients’ advisers.
• Provide regular updates to clients during implementation and manage expectations.
• Maintain accurate client records in the Client Management System (e.g., Xplan).
• Coordinate client reviews and ongoing service requirements.
• Provide general administration and operational support for the advisory team.

Conhecimentos

Client service

Administration

Financial planning

Ferramentas

Xplan

COIN

Descrição da vaga

Elston is seeking an experienced Client Service Officer to support our Private Wealth team in Brisbane. You will deliver exceptional client service and handle administrative tasks across client journeys, preparing documentation and assisting advisers with meetings.

Join a collaborative advisory group and help manage implementations, rollovers and ongoing service for clients, while maintaining accurate records in Xplan and supporting daily operations.