Wealth Management Client Services Associate

Keegan Adams Recruitment; New South Wales; On-site; AUD 65,000 - 90,000; Full time

Job summary

Keegan Adams Recruitment in New South Wales is partnering with a leading wealth management firm to hire a Client Service Officer. You will support Private Wealth Advisers, manage onboarding, and handle documentation and client communications to deliver exceptional service.

Ideal candidates bring experience in client service/wealth administration, knowledge of investment platforms, and strong communication and organisational skills in a private wealth context.

Qualifications

• Experience in a Client Service Officer, Client Services Associate or Wealth Administration role.
• Experience within private wealth, financial planning or investment management.
• Understanding of investment platforms, financial products and client onboarding processes.
• Excellent communication and relationship-building skills.
• Strong organisational skills with the ability to manage competing priorities.

Responsibilities

• Provide high-quality administrative and client service support to Private Wealth Advisers.
• Manage client onboarding, account establishment and ongoing maintenance.
• Prepare and process investment documentation, applications and transactions.
• Liaise with clients, investment platforms, fund managers and external providers.
• Assist with the preparation and implementation of financial advice documentation.
• Coordinate client meetings, prepare relevant paperwork and manage follow-up actions.
• Maintain accurate client records and ensure compliance with internal processes.
• Build strong relationships with clients and contribute to an exceptional client experience.

Skills

Client service

Attention to detail

Communication

Relationship building

Organisational skills

Job description

Keegan Adams Recruitment in New South Wales is partnering with a leading wealth management firm to hire a Client Service Officer. You will support Private Wealth Advisers, manage onboarding, and handle documentation and client communications to deliver exceptional service.

Ideal candidates bring experience in client service/wealth administration, knowledge of investment platforms, and strong communication and organisational skills in a private wealth context.