Wealth Management Client Services Specialist - Manly

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

Benefits offered by this job

Full-time role

Permanent position

Boutique team environment

Career development

Manly location

Job summary

Pathfinder Recruitment is seeking a skilled Client Service Officer for a boutique wealth management firm in Manly. You will support advisers with client administration, process transactions, and manage KYC/AML requirements while maintaining precise client records.

Ideal candidates have experience in financial services and a client-focused approach, with familiarity in platforms like Fin365 or investment platforms. This is a full-time, permanent role offering a supportive team environment.

Qualifications

• Experience in client services or administrative roles within financial services.
• Familiarity with wealth management, banking, superannuation or investment administration.
• Experience with investment platforms is advantageous.

Responsibilities

• Manage client administration and service activities with advisers and team.
• Process client transactions, openings, contributions, withdrawals, rollovers and switches.
• Prepare client applications and handle KYC/AML requirements.
• Maintain accurate client records and update client information.
• Manage fee consent forms and renewal of fee arrangements.
• Prepare client reviews and adviser follow-up actions.
• Handle client inquiries via phone and email; provide general admin support.

Skills

Client service

Administration

Attention to detail

Organisation

Communication

Prioritisation

Professionalism

Tools

Fin365

Netwealth

HUB24

Job description

Pathfinder Recruitment is seeking a skilled Client Service Officer for a boutique wealth management firm in Manly. You will support advisers with client administration, process transactions, and manage KYC/AML requirements while maintaining precise client records.

Ideal candidates have experience in financial services and a client-focused approach, with familiarity in platforms like Fin365 or investment platforms. This is a full-time, permanent role offering a supportive team environment.