Client Services Officer (Private Wealth)

Sydney CBD | Full-time | In office

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.

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

Contemporary CBD offices

Strong team culture with regular company events

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.

#J-18808-Ljbffr

📌 Client Services Officer (New South Wales)
🏢 Capital Haus
📍 New South Wales