Private Wealth Client Services Executive – Implementation

Keegan Adams Recruitment; North Sydney Council; On-site; AUD 65,000 - 90,000; Full time

Job summary

Keegan Adams Recruitment in North Sydney is seeking a Client Service Executive to support a leading Private Wealth team. You will liaise with high net worth clients on portfolio implementation and ongoing management, ensuring exceptional service and precise administration of financial planning needs.

The role emphasizes compliance, relationship building with clients and providers, and accurate CRM data entry. A finance/business background with planning qualifications is preferred.

Qualifications

• Excellent communication skills, written and verbal.
• Strong organisational abilities with prioritisation.
• Discretion with confidential information and professional integrity.
• Team player with client-centric mindset.

Responsibilities

• Liaise with high net worth clients on the implementation and management of their portfolio.
• Develop relationships with clients and third party providers.
• Ensure compliance obligations are met and paperwork processed within required timeframes.
• Reporting on client portfolios.
• Administrative tasks such as filing, photocopying, typing, data entry.
• Respond to accounting and audit inquiries relating to client portfolios.
• Maintain and update data accurately within CRM systems.

Skills

Exceptional communication

Organised with prioritisation

Integrity & discretion

Team player

Attention to detail

Education

Finance/Business degree preferred

Financial Planning qualifications advantage

Job description

Keegan Adams Recruitment in North Sydney is seeking a Client Service Executive to support a leading Private Wealth team. You will liaise with high net worth clients on portfolio implementation and ongoing management, ensuring exceptional service and precise administration of financial planning needs.

The role emphasizes compliance, relationship building with clients and providers, and accurate CRM data entry. A finance/business background with planning qualifications is preferred.