We are partnering with a well-regarded boutique wealth management firm to find a Senior Client Service professional for their growing team. Operating under their own AFSL, this firm is known for the quality and complexity of their client base spanning high-net-worth individuals, SMSF, and insurance strategies.
This is a career CS role in the truest sense. If you take genuine pride in the craft of client service and are looking for a firm where you can put down roots and do great work long-term, this one is worth a conversation.
The Role
You'll work with a defined portfolio of clients, providing seamless implementation and ongoing administration support to a team of experienced advisers. There are no direct reports, and you won't be managing offshore staff. This is a focused, autonomous role where you're trusted to get on with it.
The team is going through a period of process improvement, so there's real opportunity for the right person to contribute meaningfully to how things are done, not just maintain the status quo.
Day to Day
- Acting as a key point of contact for a set client base, handling non-advice queries professionally
- Attending client meetings and supporting adviser-client relationships
- Preparing and collating client documentation, engagement letters, application forms, correspondence, meeting reports
- Implementing advice recommendations for new and existing clients
- Managing ongoing service agreements and fee disclosure statements
- Maintaining accurate client data across Xplan and relevant platforms
- Liaising with fund managers, brokers, and share registries as required
- Ensuring Xplan tasks and threads are actioned within set timeframes with detailed notes recorded
- Experience in a client service role within financial planning
- Xplan experience essential
- Polished, professional, and someone advisers will be confident putting in front of clients
- Someone who loves the role for what it is, not as a stepping stone to advice
- High attention to detail, strong organisation, and real initiative.
- $95,000 total package (approximately $85k + super)
- Group income protection insurance
- At least 1 day WFH per week post-probation, potentially sooner for the right person
- Exposure to complex, high-quality advice across SMSF, insurance, and high-net-worth client strategies
- A stable, well-structured team with a strong tenure record