Wealth Management Client Services Specialist (Hybrid)

Moore Australia; Brisbane; Hybrid; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Leadership programs

Career progression

Social events

WFH options

River view offices

Job summary

Moore Australia is seeking a Client Services Officer for its Wealth Management division. You will deliver end-to-end admin support to Financial Advisers, maintain client records, and handle account administration with a focus on data integrity and compliance.

In this role you will coordinate client communications, assist with client reviews, and manage adviser workflows in Xplan. Flexible working arrangements including WFH options are offered, alongside strong career development opportunities

Qualifications

• 2-3 years' experience in financial planning, wealth management or adviser support (SMSF experience preferable).
• Excellent organisational skills with strong 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

Wealth management

Client service

Organisational skills

Communication skills

Independence

Education

RG146 qualification

Tools

Xplan

MS Office

Job description

Moore Australia is seeking a Client Services Officer for its Wealth Management division. You will deliver end-to-end admin support to Financial Advisers, maintain client records, and handle account administration with a focus on data integrity and compliance.

In this role you will coordinate client communications, assist with client reviews, and manage adviser workflows in Xplan. Flexible working arrangements including WFH options are offered, alongside strong career development opportunities