Client Service Associate

Your new company

Join a leading global wealth management and financial services organisation that supports high-net-worth clients with tailored investment and advisory solutions. Renowned for its strong market presence and commitment to excellence, this business offers a collaborative environment where professional development and career progression are genuinely encouraged.

Your new role

Working closely with Financial Advisers and clients, you will be responsible for providing end-to-end administrative and operational support across the client life cycle. Your responsibilities will include:

• Managing client enquiries and administrative requests
• Preparing and processing new account documentation and client onboarding
• Maintaining client records in line with AML/CTF and KYC requirements
• Supporting account maintenance, asset transfers and cash movements
• Assisting with corporate actions, dividend reinvestments and stock settlements
• Preparing portfolio reports, valuations and client documentation
• Supporting compliance and regulatory obligations across client portfolios
• Coordinating client events and stakeholder communications
• Building strong relationships with clients and internal teams
• Identifying process improvement opportunities and driving operational efficiencies

What you'll need to succeed

This is a fast-paced and varied role that will suit someone who enjoys working in a client-focused environment where attention to detail and proactive problem solving are highly valued. To be successful in this position, you will demonstrate:

• Previous experience within wealth management, financial planning, financial services operations or professional services
• Strong understanding of the financial advice process and investment products
• Knowledge of KYC, AML/CTF and client account administration
• Exceptional attention to detail and organisational skills
• Strong written and verbal communication skills
• The ability to manage competing priorities and work effectively under pressure
• A proactive mindset with a strong customer service focus

Tertiary qualifications in Finance, Commerce, Business or Accounting will be highly regarded. Industry qualifications such as RG146 will also be viewed favourably.

What you'll get in return

• Opportunity to join a globally recognised financial services organisation
• Exposure to sophisticated wealth management clients and investment products
• Collaborative and supportive team culture
• Ongoing training and professional development opportunities
• Strong career progression pathways within wealth management
• Modern CBD offices and flexible working arrangements
• Competitive daily pay rate

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.