CLIENT SERVICES OFFICER – SYDNEY CBD – FINANCIAL PLANNING TEAM – HYBRID WORKING & CAREER DEVELOPMENT (JOB ID 1782)

Support Financial Advisers and Partners within a growing Financial Services team

Hybrid working arrangements and flexible workplace culture

Exposure to investment administration, client relationship management and wealth management operations

This established professional services firm is seeking a Client Services Officer to join its Financial Planning and Wealth Management division. Working alongside experienced Advisers and Partners, you will play a key role in delivering exceptional client service, coordinating administrative processes and supporting the ongoing management of client portfolios.

This position offers an excellent opportunity for an organised and client-focused professional looking to build a long-term career within the financial services industry while gaining exposure to a broad range of investment and wealth management activities.

The Role

Provide administrative support to Financial Advisers and Partners

Assist with the preparation of client documentation, reports and investment information

Process investment applications, withdrawals and client transactions

Maintain accurate client records and compliance documentation

Coordinate ongoing client service activities and review processes

Respond to client enquiries and maintain strong professional relationships

Support the efficient day-to-day operation of the Financial Services team

About You

Degree qualified in Finance, Financial Planning or a related discipline

Previous experience within financial planning, wealth management or client services

Strong attention to detail and organisational skills

Excellent verbal and written communication abilities

Proficient with Microsoft Office applications

Experience with financial planning platforms such as Xplan, Netwealth, BT Wrap or Macquarie Wrap will be highly regarded

Proactive, team-oriented and committed to delivering exceptional client service

What's On Offer

Hybrid and flexible working arrangements

Supportive and collaborative team environment

Exposure to financial planning and wealth management operations

Ongoing learning and professional development opportunities

Career progression within a growing professional services firm

Modern Sydney CBD office location

Employee wellbeing initiatives and staff benefits

Opportunity to work alongside experienced Financial Advisers and industry professionals

This is an excellent opportunity for a Client Services Officer seeking exposure to the financial planning industry within a professional and supportive environment. Join a respected firm where your attention to detail, client service skills and professional development will be valued as you build a rewarding long-term career in financial services.

Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.

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