Client Services Coordinator– Financial Planning

Location: Adelaide CBD

Job Type: Full-Time

We're looking for a qualified, 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 professional, 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 [email protected].

Please note that only applicants selected for an interview will be contacted.

Applications close Monday 7th September 2026.

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