Client Services Officer – Sydney Cbd – Financial Planning Team – Hybrid Working & Career Development

CLIENT SERVICES OFFICER – SYDNEY CBD – FINANCIAL PLANNING TEAM – HYBRID WORKING & CAREER DEVELOPMENT (JOB ID 1782) 

• Support Financial Advisers and Partners within a growing Financial Services team 

• Hybrid working arrangements and flexible workplace culture 

• Exposure to investment administration, client relationship management and wealth management operations 

This established professional services firm is seeking a Client Services Officer to join its Financial Planning and Wealth Management division. Working alongside experienced Advisers and Partners, you will play a key role in delivering exceptional client service, coordinating administrative processes and supporting the ongoing management of client portfolios. 

This position offers an excellent opportunity for an organised and client-focused professional looking to build a long-term career within the financial services industry while gaining exposure to a broad range of investment and wealth management activities. 

The Role 

• Provide administrative support to Financial Advisers and Partners 

• Assist with the preparation of client documentation, reports and investment information 

• Process investment applications, withdrawals and client transactions 

• Maintain accurate client records and compliance documentation 

• Coordinate ongoing client service activities and review processes 

• Respond to client enquiries and maintain strong professional relationships 

• Support the efficient day-to-day operation of the Financial Services team 

About You 

• Degree qualified in Finance, Financial Planning or a related discipline 

• Previous experience within financial planning, wealth management or client services 

• Strong attention to detail and organisational skills 

• Excellent verbal and written communication abilities 

• Proficient with Microsoft Office applications 

• Experience with financial planning platforms such as Xplan, Netwealth, BT Wrap or Macquarie Wrap will be highly regarded 

• Proactive, team-oriented and committed to delivering exceptional client service 

What's On Offer 

• Hybrid and flexible working arrangements 

• Supportive and collaborative team environment 

• Exposure to financial planning and wealth management operations 

• Ongoing learning and professional development opportunities 

• Career progression within a growing professional services firm 

• Modern Sydney CBD office location 

• Employee wellbeing initiatives and staff benefits 

• Opportunity to work alongside experienced Financial Advisers and industry professionals 

This is an excellent opportunity for a Client Services Officer seeking exposure to the financial planning industry within a professional and supportive environment. Join a respected firm where your attention to detail, client service skills and professional development will be valued as you build a rewarding long-term career in financial services. 

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.   

HOW TO APPLY  

Submit your résumé and application letter now by clicking the 'Apply To This Job' button. 
 
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