Wealth Management Client Services Specialist (Hybrid)

Chandler Macleod; Western Australia; Presencial; AUD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career development

Flexible work arrangements

Modern Perth CBD office

Descripción de la vacante

Chandler Macleod is recruiting for a Client Services Officer/Manager in wealth management. The role supports Senior Financial Advisors and Directors, handling client enquiries, onboarding, and research to ensure a premium client experience for high-net-worth clients.

You will work in a modern Perth CBD office with a collaborative team and flexible arrangements. Experience in Financial Planning or Wealth Management is valued, with Xplan familiarity preferred.

Formación

• Strong written and verbal communication skills.
• Exceptional customer service and client relationship management.
• Highly organised, procedure-driven approach to work.
• Professional demeanour with positive attitude.
• Experience in Financial Planning, Wealth Management, Private Banking or Financial Services is desirable.
• Experience with Xplan is preferred.

Responsabilidades

• Provide ongoing support to Senior Financial Advisors and Directors.
• Deliver exceptional customer service and assist with client enquiries.
• Prepare for client review meetings and new client appointments.
• Data gathering and client investment/product research.
• Implement advice documentation and administrative processes.
• Maintain the Xplan client database with accuracy and compliance.
• Coordinate client onboarding and ongoing service activities.
• Build and maintain strong relationships with high-net-worth clients.
• Assist with regulatory and compliance requirements.
• Support the team in delivering a premium client experience at every stage.

Conocimientos

Client service

Communication

Organisation

Professionalism

Relationship management

Xplan (preferred)

Herramientas

Xplan

Descripción del empleo

Chandler Macleod is recruiting for a Client Services Officer/Manager in wealth management. The role supports Senior Financial Advisors and Directors, handling client enquiries, onboarding, and research to ensure a premium client experience for high-net-worth clients.

You will work in a modern Perth CBD office with a collaborative team and flexible arrangements. Experience in Financial Planning or Wealth Management is valued, with Xplan familiarity preferred.