We are seeking a collaborative Client Service Officer to join the Moore Wealth team in our Adelaide office. If you are looking for a challenge, enjoy client contact and working as an integral part of a cooperative team, this role would be ideal for you.

About us

Moore Australia is a network of independent firms who provide audit, accounting, tax and business advisory services to various clients. We are mid-market specialists, offering personalised service and deep local market knowledge, supported by a leading national and international network.

Moore Wealth Advisers provides tailored financial advice and wealth management solutions designed to support clients in achieving their financial goals. Our team is passionate about building trusted relationships and delivering a high standard of personalised service.

About the role

As our Client Services Officer, you will work closely with the Moore Wealth Advisers team to provide high-quality administrative and client service support throughout the advice process. You will play an important role in supporting client engagement and onboarding, coordinating documentation and helping ensure advice, review and compliance activities are completed accurately and on time.

Your key responsibilities will include, but not be limited to:

- Supporting internal client engagement and the onboarding of new clients
- Assisting with pre-advice development and preparation for advice approval meetings




- Coordinating client review preparation, including data collection and document collation
- Completing accurate client data entry and maintaining up-to-date client records
- Supporting ongoing compliance and review requirements
- Preparing documentation and information required for client meetings and reviews
- Liaising with advisers, clients and internal stakeholders to support the timely progression of work
- Completing ad hoc administrative and client service tasks as required

This is a varied role that requires strong attention to detail, organisation and the ability to manage multiple priorities. It would suit someone looking to build a long-term career as a Client Services Officer within wealth advisory.

About you

The successful candidate will be organised, reliable and committed to providing a high level of service to clients. You will have strong communication skills, excellent attention to detail and the ability to manage competing priorities while working both independently and as part of a team.

Previous experience in a client service or administrative role within financial planning, accounting or professional services would be advantageous; however, is not essential. Confidence using Microsoft Office and experience with professional services practice management systems will also be highly regarded.

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📌 Client Services Officer (Adelaide)
🏢 Moore Australia
📍 Adelaide