Client Services Officer (Private Wealth)

Sydney CBD | Full-time | On-site

About Capital Haus

Capital Haus is a specialist private wealth management firm advising high net worth individuals, families and business owners. We operate in a high-performance, professional environment where precision, accountability and client experience matter.

As our business continues to grow, we are seeking a Client Services Officer to join our Sydney CBD office. This role is ideal for an individual with an existing understanding of finance who is looking to build a long-term career in private wealth, financial advice or investments.

The Opportunity

This is not a generalist administration role.

As a Client Services Officer, you will sit at the core of our advisory and client services function, supporting advisers with the operational and administrative work that underpins high-quality advice and client outcomes. You will gain exposure to financial documentation, advice preparation, tax-related workflows and ongoing client servicing across a diverse client base.

The role requires accuracy, discretion and the ability to manage multiple work streams in a fast-paced professional environment.

What You’ll Be Doing

On a day-to-day basis, your work will include supporting advisers and the broader team with tasks such as:

- Assisting with the preparation and administration of client documentation, including advice documents and tax-related materials

- Supporting transaction processing and matching activity across client accounts

- Assisting with research and information gathering for advisers

- Managing and responding to client and internal inbox queries in a professional and timely manner

- Processing client payment requests and supporting related follow-ups

- Handling incoming calls from clients, including ongoing advisory clients and tax clients

- Coordinating incoming and outgoing correspondence, including post collection,



scanning and secure filing of documents within SharePoint and internal systems

- Supporting ad-hoc projects, reporting and requests from advisers as required

- Maintaining accurate, compliant and up-to-date client records across CRM and internal systems

About You

This role will suit someone who is detail-oriented, commercially aware and naturally professional.

You will likely have:

- A completed finance, commerce, economics or business-related degree

- A genuine interest in wealth management, financial advice or investments

- Strong written and verbal communication skills, including a confident phone manner

- High attention to detail and respect for confidentiality

- The ability to manage competing priorities and meet deadlines

- A proactive mindset and willingness to take ownership of work

- Confidence working with advisers and dealing directly with clients

- Strong proficiency in Microsoft Office (Outlook, Word, Excel)

Previous experience in financial services, professional services, accounting or corporate environments will be highly regarded.

Eligibility

- Australian citizenship or permanent residency is required (we are unable to offer sponsorship)

- Ability to work full-time, on-site in our Sydney CBD office

What We Offer

- A genuine entry point into the private wealth and financial advisory industry

- Exposure to experienced advisers and real client work

- A professional, high-trust working environment

- Modern CBD offices

- Strong team culture with regular company events

- Market-competitive salary aligned to capability and potential

- Clear pathways for progression for high-performing team members

Why Capital Haus

We are selective about who joins our business because the work we do matters. If you are looking for a role that combines administration with real exposure to advice, tax and client servicing and you want to build a career rather than just hold a job we would like to hear from you.

📌 Client Services Officer (Sydney)
🏢 Capital Haus
📍 Sydney