Wealth Management Client Services Advisor (WFH)

Moore Australia (QLD/NNSW); Brisbane; Hybrid; AUD 80,000 - 100,000; Full time

Benefits offered by this job

WFH options

Career development programs

Social events

Modern office with river views

Regular reviews and feedback

Job summary

Moore Australia is seeking a Client Services Officer to support our Wealth Management division in Brisbane. This permanent full-time role offers a fast-paced, client-centric environment working with financial advisers and a growing team.

You will provide administrative and operational support, maintain client records and adviser workflows, and help ensure top-tier service for clients and advisers alike. This role suits proactive admins with financial services exposure and strong organisational

Qualifications

• 2-3 years' experience in financial planning, wealth management or adviser support (SMSF experience preferable).
• Experience using Xplan and strong Microsoft Office skills.
• Excellent organisational skills with strong attention to detail.
• Strong communication and client service skills.
• The ability to work independently and manage competing priorities.
• RG146 qualification is preferred.

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

Financial planning

Wealth management

Client service

Independence

Education

RG146 qualification preferred

Tools

Xplan

Microsoft Office

Job description

Moore Australia is seeking a Client Services Officer to support our Wealth Management division in Brisbane. This permanent full-time role offers a fast-paced, client-centric environment working with financial advisers and a growing team.

You will provide administrative and operational support, maintain client records and adviser workflows, and help ensure top-tier service for clients and advisers alike. This role suits proactive admins with financial services exposure and strong organisational