Job Description
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.
n
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.
n
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.
n
The Opportunity
n
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.
n
Key responsibilities will include:
n
n
Managing client communications and responding to enquiries
n
Supporting advisers with the implementation of financial advice
n
Preparing documentation for new client onboarding
n
Processing client requests including applications, rollovers, withdrawals, redemptions and other financial documentation
n
Liaising with product providers and third parties to obtain required client information
n
Maintaining accurate client records and documentation within the CRM system
n
Assisting with daily investment and cash reconciliations
n
Supporting advisers with meeting preparation and ongoing client administration
n
Working closely with operations and compliance teams to ensure regulatory requirements are met
n
Identifying opportunities to improve processes and workflows
n
n
About You
n
n
Previous experience in a Client Services, Financial Planning Support or Adviser Assistant role
n
Strong administrative and organisational skills
n
Excellent attention to detail and the ability to manage competing priorities
n




Strong written and verbal communication skills
n
Understanding of financial services compliance and advice implementation
n
A proactive and collaborative approach to supporting advisers and clients
n
n
Why Apply?
n
n
Join a well-respected financial advice firm
n
Work in a supportive and collaborative team workplace
n
Opportunity to further develop your career in financial planning
n
Exposure to experienced advisers and high-quality client work
n
n
The Opportunity
n
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.
n
Key responsibilities will include:
n
n
Managing client communications and responding to enquiries
n
Supporting advisers with the implementation of financial advice
n
Preparing documentation for new client onboarding
n
Processing client requests including applications, rollovers, withdrawals, redemptions and other financial documentation
n
Liaising with product providers and third parties to obtain required client information
n
Maintaining accurate client records and documentation within the CRM system
n
Assisting with daily investment and cash reconciliations
n
Supporting advisers with meeting preparation and ongoing client administration
n
Working closely with operations and compliance teams to ensure regulatory requirements are met
n
Identifying opportunities to improve processes and workflows
n
n
About You
n
n
Previous experience in a Client Services, Financial Planning Support or Adviser Assistant role
n
Strong administrative and organisational skills
n
Excellent attention to detail and the ability to manage competing priorities
n
Strong written and verbal communication skills
n
Understanding of financial services compliance and advice implementation
n
A proactive and cooperative approach to supporting advisers and clients
n
#J-*****-Ljbffr

📌 Client Service Manager (New South Wales)
🏢 Keegan Adams Recruitment
📍 New South Wales