Client Services Representative (Wealth Management Exp- Essential)

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.

Please ensure you read and answer all mandatory application questions accurately before submitting your application.

Send us your CV and a short cover letter to [email protected] outlining why you'd be a great fit.

We'd love to hear from you!