Client Services - Wealth Management
Client Services Associate – Wealth Management | 3 Roles Available ��
Are you passionate about delivering exceptional client experiences and looking to grow your career in financial advice or wealth management?
We have
three exciting opportunities to join a well-respected wealth management firm experiencing strong growth.
You’ll work closely with Advisors and Associates to provide high-quality client support across investments, superannuation, and insurance. This is an excellent pathway role for someone who wants to build a long-term career in advice, client management, or paraplanning.
Key Responsibilities - Prepare client review packs, implementation paperwork, and SOA documentation
- Manage ongoing client communication and ensure a seamless service experience
- Liaise with product providers, platforms, and internal teams
- Support Advisors with meeting preparation and follow-up tasks
About You - Experience in financial planning, investments, or professional services (1–3 years ideal)
- Strong communication skills and attention to detail
- Confident using financial planning platforms and CRM systems
- A team player with initiative and a client-first mindset
What’s on Offer - Competitive salary package
- Career progression into Associate or Advisor roles
- Collaborative team culture with excellent mentorship
- Offices in CBD & Eastern Suburbs
If you’re looking to be part of respected and growing wealth management firms where your career can truly progress — we’d love to hear from you.
Apply Now
