Adviser & Client Services Officer

Adviser & Client Services Officer
About EvidentiaEvidentia Group is Australia’s leading Managed Account provider, formed through the merger of Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we deliver a comprehensive suite of innovative investment solutions tailored to financial advisers and their clients.
The RoleWe’re looking for an Adviser & Client Services Officer to join Evidentia Group to support our Implemented Portfolios business and help deliver an exceptional service experience for financial advisers, practice staff and clients.This role is ideal for a customer-focused professional who enjoys building strong relationships, solving problems, and providing high-quality operational support. You will play a key role in supporting adviser and client relationships, coordinating onboarding activities, maintaining service processes, and contributing to the ongoing enhancement of IP Connect and related client service initiatives.
ResponsibilitiesProvide day-to-day support to financial advisers and practice staff via phone and emailRespond to product, service, platform and reporting queries, including support for IP Connect and the online reporting portalCoordinate the onboarding of new advisers and clients, including account setup and associated administrationMaintain accurate adviser and client records within Salesforce and other business systemsManage platform menus, user access and related administration activitiesDeliver training and support to advisers and practice staff on IP Connect and associated reporting toolsProcess transactions accurately and efficiently while assisting with the resolution of client service issuesPrepare and distribute client communications and service-related documentationBuild and maintain effective relationships with external platform providers and service partnersContribute to process improvements, procedure documentation and product enhancement initiativesCollaborate with internal teams to deliver a seamless adviser and client experience
Skills & ExperienceExperience in client service, adviser support or administration within financial servicesStrong customer service and relationship management skills with the ability to build trusted partnershipsExcellent verbal and written communication skillsStrong organisational skills with exceptional attention to detailAbility to manage multiple priorities and consistently deliver high-quality outcomesExperience preparing documents, reports, spreadsheets and client communicationsStrong administrative capability and confidence working across multiple systemsExperience using Salesforce, adviser platforms, reporting portals or similar business systemsSound understanding of financial services products, investment administration and industry processesRelevant tertiary qualifications in Business, Commerce, Finance or a related discipline will be highly regarded
Highly RegardedExperience within managed accounts, wealth management, funds management or broader financial servicesKnowledge of adviser platforms and investment reporting systemsExperience supporting adviser onboarding and client implementation activitiesExposure to CRM systems, particularly SalesforceExperience identifying and implementing process improvementsUnderstanding of investment products and adviser service models
Why Join Us?At Evidentia, you’ll be part of a forward-thinking team that values innovation, collaboration, and continuous learning. We’re committed to creating an inclusive environment and encourage applications from people of all backgrounds.
Working RightsApplicants must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).