Wealth Advisory Client Experience Specialist

Shadforth Financial Group Ltd; Western Australia; On-site; AUD 60,000 - 80,000; Full time

Job summary

Shadforth Financial Group is seeking a Client Associate to join our team and support Private Wealth Advisers across the full advice lifecycle. You will deliver a seamless client experience from engagement through to implementation and ongoing service.

The role blends client service with technical support, requiring strong organisation, CRM proficiency (Xplan), and a proactive, solutions-focused mindset within a collaborative team.

Qualifications

• Experience in client service within wealth management or financial services.
• Comfort with using CRM systems and supporting the advisory lifecycle.

Responsibilities

• Deliver a seamless client experience from engagement through to implementation and ongoing service.
• Support Private Wealth Advisers across the full advice lifecycle.
• Collaborate with the team with a proactive, solutions-focused approach.

Skills

Client service orientation

Organisational skills

Team collaboration

Tools

Xplan

Job description

Shadforth Financial Group is seeking a Client Associate to join our team and support Private Wealth Advisers across the full advice lifecycle. You will deliver a seamless client experience from engagement through to implementation and ongoing service.

The role blends client service with technical support, requiring strong organisation, CRM proficiency (Xplan), and a proactive, solutions-focused mindset within a collaborative team.