Keegan Adams Recruitment is partnering with a well-established and highly regarded financial advice firm to recruit a Client Services Associate to join their growing team.
This is an excellent opportunity for an experienced Client Services Officer, Adviser Assistant or Financial Planning Administrator looking to work within a collaborative environment where client service and operational excellence are highly valued.
You will play a key role supporting Financial Advisers with the implementation of advice, client administration and ongoing client service , ensuring a seamless and professional experience for clients.
The Opportunity
In this role, you will act as an important link between advisers, clients and external providers, ensuring advice is implemented accurately, efficiently and in line with compliance requirements.
- Managing client communications and responding to enquiries
- Supporting advisers with the implementation of financial advice
- Preparing documentation for new client onboarding
- Processing client requests including applications, rollovers, withdrawals, redemptions and other financial documentation
- Liaising with product providers and third parties to obtain required client information
- Maintaining accurate client records and documentation within the CRM system
- Assisting with daily investment and cash reconciliations
- Supporting advisers with meeting preparation and ongoing client administration
- Working closely with operations and compliance teams to ensure regulatory requirements are met
- Identifying opportunities to improve processes and workflows
About You
To be successful in this role, you will have:
- Previous experience in a Client Services, Financial Planning Support or Adviser Assistant role
- Strong administrative and organisational skills
- Excellent attention to detail and the ability to manage competing priorities
- Strong written and verbal communication skills
- Understanding of financial services compliance and advice implementation
- A proactive and collaborative approach to supporting advisers and clients
Why Apply?
- Join a well-respected financial advice firm
- Work in a supportive and collaborative team setting
- Opportunity to further develop your career in financial planning
- Exposure to experienced advisers and high-quality client work
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📌 Client Service ManagerJust posted! (City of Sydney)
🏢 Keegan Adams Recruitment
📍 City of Sydney
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