Keegan Adams Recruitment is partnering with a well-established and highly regardedfinancial advice firmto recruit aClient Services Associateto join their growing team.
This is an excellent opportunity for an experiencedClient Services Officer, Adviser Assistant or Financial Planning Administratorlooking 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 theimplementation 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 fornew client onboarding
Processing client requests includingapplications, 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 theCRM 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 aClient 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 offinancial services compliance and advice implementation
A proactive and collaborative approach to supporting advisers and clients
Why Apply?
Join awell-respected financial advice firm
Work in asupportive and collaborative team workplace
Opportunity to further develop yourcareer in financial planning
Exposure to experienced advisers and high-quality client work
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📌 Client Service Managerjust Posted! (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales