Client Services Representative (Wealth Management Exp- Essential)

Aus Prime Management And Consulting; Bengaluru; Hybrid; INR 400,000 - 600,000; Full time

Job summary

Prime Financial Group in Bengaluru seeks a Client Services Representative to support Advisers, manage client relationships, and ensure seamless service delivery. The role focuses on executing wealth management workflows, handling SOAs, and maintaining data integrity in Xplan.

The ideal candidate will have strong communication skills, experience in wealth management, and proficiency in MS Office. A proactive attitude and ability to manage multiple tasks are essential for success in a fast-paced,

Qualifications

• Excellent written and verbal communication skills.
• Experience in Wealth Management.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Experience with Xplan is desirable.

Responsibilities

• Deliver exceptional client service to clients, advisers, and internal stakeholders.
• Support implementation of financial recommendations and required changes.
• Manage client onboarding, onboarding welcome packs, and review schedules.
• Prepare and compile Statements of Advice (SOAs) and product disclosure documents.
• Handle applications lodgements, withdrawals, and investment processing.
• Maintain accurate client records and data integrity in Xplan.
• Coordinate client inquiries and incoming calls, and manage the central inbox.
• Identify opportunities to cross-sell services and support workflow improvements.

Skills

Communication skills

Wealth management experience

Teamwork & coordination

MS Office proficiency

Tools

Xplan

Microsoft Office

Job description

Join Prime Financial Group A Leading ASX-Listed Australian Financial Group

Prime is a market-leading financial services firm with 200+ team members globally. We combine the agility of a startup with the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do. Learn more about Prime Financial Group: Prime Financial Group.

We are hiring a Client Services Representative to join our growing team!In this role, you'll support our Advisers while delivering exceptional client service. You'll play a key part in managing client relationships, coordinating workflows, and ensuring seamless service delivery.

What You'll Be Doing:

• Deliver exceptional client service to clients, Advisers, and internal stakeholders
• Support the implementation of financial recommendations and required changes
• Manage cash accounts and term deposit renewals
• Prepare and compile Statements of Advice (SOAs) and product disclosure documents
• Handle application lodgements, withdrawals, and investment processing
• Maintain accurate client records, workflows, and data integrity in Xplan
• Manage central inbox, client enquiries, and incoming calls
• Coordinate client onboarding, welcome packs, and review schedules
• Build strong relationships with clients and identify opportunities to cross-sell services (OneConnected)
• Support team workflow, reporting, and continuous process improvement initiatives

What Were Looking For:

• Excellent written and verbal communication skills (Essential)
• Experience in Wealth Management (Essential)
• Experience with Xplan (Desirable)
• Strong attention to detail and organisational skills
• A proactive, can-do attitude with a willingness to learn
• Ability to manage multiple tasks and prioritise effectively
• Strong teamwork and stakeholder coordination skills
• Proficiency in Microsoft Office (Outlook, Word, and Excel)

What You’ll Get:

• Exposure to financial planning and wealth management operations
• Opportunity to work closely with Advisers and senior stakeholders
• Career development in a growing global organisation
• A collaborative, supportive, and high-performing team environment
• A culture focused on ownership, innovation, performance, and people

Why Join Prime?At Prime, you're more than just a team member. You're a key part of our clients experience. We invest in your development, support your growth, and provide opportunities to build a meaningful, long-term career.