Wealth Client Services Associate: Onboarding & Admin

Stellan Capital Pty; Adelaide; Hybrid; AUD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Employee Assistance Program (EAP)

Professional development support

Modern CBD office

Zusammenfassung

Stellan Capital Pty in Adelaide seeks an experienced Client Services Associate to deepen client relationships and streamline onboarding and service requests. You’ll support the administration, coordination and communication that underpin quality client outcomes for high net worth individuals.

Working within a close-knit team, you’ll coordinate onboarding, implement advice controls, and ensure timely, accurate servicing while maintaining confidential client information with discretion.

Qualifikationen

• At least 3 years in financial services in a client service or administration role.
• Strong administration and organisational skills with deadline focus.
• Knowledge of financial services regulatory requirements (AML/CTF, superannuation) is a plus.

Aufgaben

• Own end-to-end onboarding and admin processes for new clients.
• Coordinate with advisers, clients, providers, and third parties.
• Maintain accurate client records across systems.
• Prepare client/account reports and support year-end reporting.

Kenntnisse

Client service

Administration

Communication

Attention to detail

Tools

Praemium

Macquarie

Xplan

Jobbeschreibung

Stellan Capital Pty in Adelaide seeks an experienced Client Services Associate to deepen client relationships and streamline onboarding and service requests. You’ll support the administration, coordination and communication that underpin quality client outcomes for high net worth individuals.

Working within a close-knit team, you’ll coordinate onboarding, implement advice controls, and ensure timely, accurate servicing while maintaining confidential client information with discretion.