Client Service Associate - Wealth Management

We are seeking a proactive and detail-orientedCareer Client Service Associateto support 3 Senior Wealth Management Advisers in the day-to-day administration and client service activities across their high-net-worth client portfolios.

Key responsibilities include:

- Support 3 Senior Financial Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
- Provide superior client service by responding quickly and accurately to client requests.
- Effectively manage an email inbox that receives client communications and ensure this is adequately organised and prioritised.
- Ensure that settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information as required.
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service and responding to client queries.
- Manage new client account onboarding.
- Provide administration support to the Financial Advisory team.
- Provide clients and third parties with investment reports when required.
- Maintaining an up-to-date working knowledge of current relevant legislation and industry standards

This is a unique opportunity for a career focused client service associate to join one of Australia’s leading / largest wealth management firms in a cooperative and professional team environment.Training and full support will be provided.

We are seeking a proactive and detail-orientedCareer Client Service Associateto support 3 Senior Wealth Management Advisers in the day-to-day administration and client service activities across their high-net-worth client portfolios.

Key responsibilities include:

- Support 3 Senior Financial Advisers in the preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.




- Provide superior client service by responding quickly and accurately to client requests.
- Effectively manage an email inbox that receives client communications and ensure this is adequately organised and prioritised.
- Ensure that settlements and the transfer of funds are efficiently undertaken and provide clients with relevant information as required.
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service and responding to client queries.
- Manage new client account onboarding.
- Provide administration support to the Financial Advisory team.
- Provide clients and third parties with investment reports when required.
- Maintaining an up-to-date working knowledge of current relevant legislation and industry standards

To be successful, you will have:

- Bachelor’s degree in finance related discipline is desirable not essential
- Platform experience is Highly regarded
- Minimum of 3 years work experience in a client support or customer facing role.
- Sound understanding and knowledge of the financial markets is desirable.
- Effective / professional written and verbal communication and interpersonal skills.
- Willingness and ability to work under pressure and meet deadlines.
- Initiative-taking and self-directed work style. Able to prioritise, manage workload autonomously and proactively seek solutions.
- Ability to manage client communication and relationships.
- Strong Administration skills and a high level of attention to detail.
- Strong time management skills, including ability to manage multiple clients simultaneously whilst providing quality service.
- Intermediate to advanced Microsoft office

This is a unique opportunity for a career focused client service associate to join one of Australia’s leading / largest wealth management firms in a collaborative and professional team environment.Training and full support will be provided.

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📌 Client Service Associate - Wealth Management (New South Wales)
🏢 GOW Recruitment
📍 New South Wales