Private Wealth Client Services Associate

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

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.