Client Services - Wealth Mamagement
CSO & Client Service Professionals | Wealth Management Ready for a fresh start in 2026? We are currently partnering with several of Melbourne’s leading Wealth Management firms and boutique practices seeking high-calibre Client Service Officers.
Whether you are looking for a high-growth "Pod" structure, a sophisticated HNW boutique, or a role closer to home with WFH flexibility, we have several positions across
Melbourne (CBD, East, and Inner North) looking for talent right now.
The Roles We are looking for proactive professionals who take pride in the "client-first" experience. Key responsibilities typically include:
- End-to-End Implementation: Managing applications, rollovers, and insurance underwriting.
- Review Prep: Building high-quality review packs and managing file notes.
- Client Liaison: Acting as the first point of contact for HNW and retail clients.
- Tech-Savvy Admin: High proficiency in Xplan, Midwinter, or Salesforce.
What’s on Offer? - Salary Ranges: $75k – $105k + Super (commensurate with experience).
- Flexibility: Many of our clients offer 1–2 days WFH or 4.5-day work weeks.
- Career Pathways: Dedicated routes into Paraplanning or Associate Adviser roles.
- Locations: Roles currently available in Camberwell, Heidelberg, Burwood, and the CBD.
About You You are likely already working in Wealth Management and feel ready for a change in environment. You’ll bring:
- Minimum 1-2 years’ experience in a Financial Planning support role.
- A strong understanding of Super, Pension, and Investment implementation.
- Exceptional attention to detail and a "no-stone-unturned" approach to compliance.
- A genuine passion for the industry (FASEA studies supported by many of our clients).
Is your current firm the right fit for your long-term goals? Apply today for a confidential discussion about the Melbourne market and where your skills are in highest demand.
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