Job Description

Serves as the first point of contact for client queries via phone, email, or in-person.

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Assist clients with routine requests, such as account updates, document submissions, and transaction processing.

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Ensure timely and accurate responses to client queries, escalating complex issues to Client Service Team Leader as needed.

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Administrative Support:

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Prepare, review, and maintain client documentation, including account forms, advice correspondence, and meeting notes.

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Schedule client meetings and maintain calendars for advisers and the client services team.

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Support the implementation of advice by coordinating documentation and follow-up tasks.

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Support general office administration, including mail, supply orders, maintaining office presentation standards, and preparing client-facing spaces for meetings and appointments.

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Compliance and Record Keeping:

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Maintain accurate and up-to-date client records in Xplan and SharePoint.

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Follow Keystone Wealth processes and procedures as approved by the Operations Manager.

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Support process improvements that improve accuracy, consistency, and team efficiency.

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Participate in training and development activities to maintain knowledge of relevant products, systems, processes, and regulatory requirements





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Work collaboratively with Advisers, Client Services, Operations, Compliance, and other team members to support productive service delivery and Keystone Wealth's client-focused philosophy.

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Communicate clearly and professionally with internal stakeholders to ensure tasks are completed accurately and within agreed timeframes.

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Process and Systems Management:

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Maintain and optimise systems, platforms, and records to support effective service delivery and operational requirements.

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Maintain up-to-date knowledge of relevant platforms, products, and systems used in advice delivery.

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Compliance and Risk Management:

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Ensure all data updates and administrative activities comply with AFSL requirements, regulatory standards, and internal policies.

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Maintain accurate documentation and record-keeping in line with internal compliance standards.

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Identify and escalation data, process, or record-keeping issues that may create operational or compliance risk immediately to the Client Service Team Leader.

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Mandatory Requirements

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Australian resident for Tax Purposes

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Must satisfy Police and Bankruptcy check

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📌 Client Service Associate (New South Wales)
🏢 Keystone Wealth
📍 New South Wales