Client Services Administrator- Private Wealth

_{28th July, 2026}

The Role
  
To support Senior Financial Adviser(s) in the provision of advice and ongoing service. To facilitate accurate and timely advice implementation to the Private Wealth clients.

Duties and Responsibilities

• Respond to all customer enquiries within agreed timeframes and in adherence with quality and compliance standards
• Execute accurate and efficient investment and superannuation advice implementation for clients. Timely follow up of items to ensure all matters have been completed and processed correctly
• Regularly liaise with the Advisers for Statement of Advice (SOA) and complex client Review implementations, providing status updates to the client, Adviser and Client Service Relationship (CSR)
• Maintain client files as per audit checklist
• Maintain client contact database
• Contribute ideas/suggestions during team meetings and one-on-one with the management team

• 1-2 years previous experience
• Excellent communication skills
• Exposure to Investment products
• Knowledge of financial planning software