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Listed 13 days ago

Client Services Officer / Client Services Manager (Wealth Management)

Chandler Macleod

Client Services
Location
Destination Perth, WA
Type
Full-time

About the role

Client Services Officer / Client Services Manager (Wealth Management)

Our client is a highly regarded Wealth Management and Financial Planning firm based in the Perth CBD, providing tailored financial advice and investment solutions to high-net-worth individuals, families, and sophisticated investors.

Working alongside experienced Financial Advisors and Directors, you will play a critical role in ensuring a seamless client experience while supporting the delivery of high-quality financial advice to a sophisticated client base.

Key Responsibilities:
  • 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, ensuring accuracy, compliance, and integrity of information
  • Coordinate client onboarding and ongoing service activities
  • Build and maintain strong relationships with high-net-worth clients
  • Assist with maintaining regulatory and compliance requirements
  • Support the team in delivering a premium client experience at every stage of the client journey
To be successful in this position, you will demonstrate:
  • Excellent written and verbal communication skills
  • Exceptional customer service and relationship management abilities
  • A highly organised, procedure-driven approach to your work
  • A professional demeanour with a positive, enthusiastic, and hardworking attitude
  • Experience within a Financial Planning, Wealth Management, Private Banking, or Financial Services environment is highly regarded
  • Experience with Xplan is preferred
  • The ability to work confidently with professional and high-net-worth clientele
What's on Offer
  • A genuine opportunity to progress and develop your career within Wealth Management and Financial Planning
  • Competitive remuneration package
  • Flexible working arrangements available
  • Friendly, supportive, and collaborative team environment
  • Modern Perth CBD office location
  • Convenient access to public transport
  • Exposure to experienced Advisors and a sophisticated high-net-worth client base
  • Long-term career development opportunities within a growing business
If you are an experienced Client Services professional looking to join a respected Wealth Management firm where quality, professionalism, and client service are highly valued, we would love to hear from you.
Apply now for a confidential discussion.
Apply

via chandlermacleod.com

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