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.

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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.

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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.

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The Opportunity

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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.

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Key responsibilities will include:

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- Managing client communications and responding to enquiries
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- Supporting advisers with the implementation of financial advice
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- Preparing documentation for new client onboarding
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- Processing client requests including applications, rollovers, withdrawals, redemptions and other financial documentation
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- Liaising with product providers and third parties to obtain required client information
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- Maintaining accurate client records and documentation within the CRM system
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- Assisting with daily investment and cash reconciliations
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- Supporting advisers with meeting preparation and ongoing client administration
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- Working closely with operations and compliance teams to ensure regulatory requirements are met
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- Identifying opportunities to improve processes and workflows
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About You

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- Previous experience in a Client Services, Financial Planning Support or Adviser Assistant role
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- Strong administrative and organisational skills
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- Excellent attention to detail and the ability to manage competing priorities
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- Strong written and verbal communication skills
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- Understanding of financial services compliance and advice implementation
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- A proactive and collaborative approach to supporting advisers and clients
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Why Apply?

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- Join a well-respected financial advice firm
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- Work in a supportive and collaborative team environment
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- Opportunity to further develop your career in financial planning
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- Exposure to experienced advisers and high-quality client work
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The Opportunity

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In this role, you will act as an significant link between advisers, clients and external providers, ensuring advice is implemented accurately, efficiently and in line with compliance requirements.

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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

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