Wealth Client Services Specialist (Flexible & Growth)

Moore Australia; Australia; Remote; AUD 55,000 - 75,000; Full time

Job summary

Moore Australia is seeking a Client Services Officer to support a Wealth Management team. You will handle end-to-end administration, client record maintenance and adviser workflows while delivering high-quality client service.

Ideal candidates have 2–3 years of financial planning or adviser support experience, familiarity with Xplan and MS Office, and RG146 is preferred. Flexible working arrangements including WFH options are available.

Qualifications

• 2–3 years' experience in financial planning, wealth management or adviser support.
• RG146 qualification preferred.
• Experience using Xplan and strong Microsoft Office skills.
• Excellent organisational skills with attention to detail.
• Strong communication and client service skills.

Responsibilities

• Provide end-to-end administrative and implementation support to a team of Financial Advisers
• Prepare and maintain accurate client records, ensuring compliance and data integrity
• Manage account administration, including contributions, withdrawals, account changes and client documentation
• Assist with client review preparation, ongoing service requirements and client fact-finding activities
• Coordinate client communications, follow up outstanding requirements and deliver a high level of client service
• Maintain adviser workflows, tasks and reporting through Xplan to support efficient practice operations
• Manage meeting coordination, diary management and general administrative support for the Wealth Management team

Skills

Client service

Communication

Organisational skills

Attention to detail

Independent work

Education

RG146 qualification

Tools

Xplan

Microsoft Office

Job description

Moore Australia is seeking a Client Services Officer to support a Wealth Management team. You will handle end-to-end administration, client record maintenance and adviser workflows while delivering high-quality client service.

Ideal candidates have 2–3 years of financial planning or adviser support experience, familiarity with Xplan and MS Office, and RG146 is preferred. Flexible working arrangements including WFH options are available.