Serves as the first point of contact for client queries via phone, email, or in-person.
Assist clients with routine requests, such as account updates, document submissions, and transaction processing.
Ensure timely and accurate responses to client queries, escalating complex issues to Client Service Team Leader as needed.
Administrative Support:
Prepare, review, and maintain client documentation, including account forms, advice correspondence, and meeting notes.
Schedule client meetings and maintain calendars for advisers and the client services team.
Support the implementation of advice by coordinating documentation and follow-up tasks.
Support general office administration, including mail, supply orders, maintaining office presentation standards, and preparing client-facing spaces for meetings and appointments.
Compliance and Record Keeping:
Maintain accurate and up-to-date client records in Xplan and SharePoint.
Follow Keystone Wealth processes and procedures as approved by the Operations Manager.
Support process improvements that improve accuracy, consistency, and team efficiency.
Participate in training and development activities to maintain knowledge of relevant products, systems, processes, and regulatory requirements




Work collaboratively with Advisers, Client Services, Operations, Compliance, and other team members to support effective service delivery and Keystone Wealth's client-focused philosophy.
Communicate clearly and professionally with internal stakeholders to ensure tasks are completed accurately and within agreed timeframes.
Process and Systems Management:
Maintain and optimise systems, platforms, and records to support effective service delivery and operational requirements.
Maintain up-to-date knowledge of relevant platforms, products, and systems used in advice delivery.
Compliance and Risk Management:
Ensure all data updates and administrative activities comply with AFSL requirements, regulatory standards, and internal policies.
Maintain accurate documentation and record-keeping in line with internal compliance standards.
Identify and escalation data, process, or record-keeping issues that may create operational or compliance risk immediately to the Client Service Team Leader.
Mandatory Requirements
Australian resident for Tax Purposes
Must satisfy Police and Bankruptcy check
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📌 Client Service Associate (New South Wales)
🏢 Keystone Wealth
📍 New South Wales