Wealth Management Client Services Specialist

Pathfinder Recruitment; Manly; On-site; AUD 85,000 - 95,000; Full time

Benefits offered by this job

Full-time role

Boutique team environment

Manly location

Job summary

A boutique Wealth Management firm in Manly is seeking a Client Service Officer to support advisers and deliver high-quality client administration. You will handle client transactions, account openings, KYC/AML, fee renewals and client communications, ensuring accuracy and timely processing.

Ideal candidates have experience in financial services, superannuation or investment administration, strong attention to detail and excellent communication, with a client-focused approach and ability to

Qualifications

• Previous experience in client services or administration within financial services, banking, superannuation or wealth management.
• Experience with financial products, investment administration or account processing.
• Exposure to platforms such as Netwealth, HUB24 or other investment platforms will be highly regarded.
• A sound understanding of superannuation, pension or investment account administration will be advantageous.
• Strong attention to detail and organisational skills.

Responsibilities

• Processing client transactions, account openings, contributions, withdrawals, rollovers and investment switches.
• Preparing client applications and managing identification and KYC/AML requirements.
• Maintaining accurate client records and processing client information updates.
• Managing fee consent forms and ongoing fee arrangement renewals.
• Preparing client review documentation, meeting packs and adviser follow-up actions.
• Liaising with clients, platforms, super funds and product providers to resolve queries.
• Monitoring outstanding requirements and ensuring requests are completed promptly.
• Responding to client enquiries via phone and email.
• Providing general office and administrative support.

Skills

Client services

Administration

Attention to detail

Communication

Time management

Tools

Netwealth

HUB24

Fin365

Job description

A boutique Wealth Management firm in Manly is seeking a Client Service Officer to support advisers and deliver high-quality client administration. You will handle client transactions, account openings, KYC/AML, fee renewals and client communications, ensuring accuracy and timely processing.

Ideal candidates have experience in financial services, superannuation or investment administration, strong attention to detail and excellent communication, with a client-focused approach and ability to