Client Services Coordinator– Financial Planning
Location: Adelaide CBD
Job Type: Full-Time
We're looking for a professional, organised and customer-focused individual who enjoys building relationships and creating exceptional experiences for clients.
About Us:
Y Partners is a progressive professional services firm delivering integrated solutions across Business Advisory, Tax & Accounting, Self-Managed Superannuation, Human Resources, Cloud Solutions, Wealth Management and Lending.
We proudly support a diverse portfolio of business owners, professionals and individuals with tailored advice to help them achieve their financial and business goals.
About you:
This role would suit someone from a customer service, hospitality, concierge, retail, administration or reception background who is looking to take the next step into a professional corporate environment.
Outstanding customer service and communication skills
A qualified, friendly and welcoming approach
Strong organisational skills and attention to detail
The ability to multitask and manage competing priorities
Proficiency in Microsoft Office Suite
A proactive and team-oriented mindset
Experience in financial services or professional services is advantageous but not essential.
Role and Responsibilities
As the Client Services Coordinator,



you will be the first point of contact for clients and visitors, delivering a professional and welcoming experience while providing administrative support to ensure the smooth day-to-day operation of the office.
Key responsibilities include:
Managing front-of-house reception, including greeting clients, answering and directing calls, offering
refreshments, and maintaining a professional and inviting reception area.
Handling incoming and outgoing mail and couriers.
Coordinating client meetings and appointments
Preparing client packs and documentation for meetings.
Supporting office operations, facilities and team events
Providing administrative support to advisers and the broader team
Why Join Y Partners?
Competitive remuneration package
Career development opportunities
Wellbeing program, including EAP access
Regular team and social events throughout the year
Salary package is negotiable based upon skills and experience.
If you're passionate about customer service and ready to build a career in a professional services environment, we'd love to hear from you.
Please forward your resume and covering letter to
••••@yhradvisory.com.au
.
Please note that only applicants selected for an interview will be contacted.
Applications close Monday 7th September ****.

📌 Client Services Coordinator (South Australia)
🏢 Y Partners Wealth and Advisory
📍 South Australia