Base pay range
A$75,******/yr - A$92,******/yr
Position
Client Services Associate / Client Services Manager – Perth
The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams.
The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, and collaboration with in-house professionals and specialist advisers.
Some of what you'll do
Assist in preparing Statements of Advice and Records of Advice
Liaise with product providers to gather information
Prepare and lodge client applications
Maintain accurate and compliant client files
Handle client inquiries and interact with administration platforms and fund managers
About You
Bachelor's degree or Diploma of Financial Services (Financial Planning) preferred




Min 1 year's previous experience in a similar role within Financial Planning or Wealth Management desired
Strong Microsoft Office skills (Xplan or similar system knowledge is desired)
Excellent communication and teamwork abilities
Desire to help clients achieve their financial goals
Strong time management and multitasking skills
Mentorship from experienced advisers
Opportunities for professional development
Strong social culture and supportive work setting
Competitive remuneration package based on skills and experience
Send your CV to Sean at ****** or apply via the portal.
Seniority level
Associate
Employment type
Full-time
Job function
Administrative and Finance
Industries
Financial Services and Administrative and Support Services
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📌 Client Services - Financial Planning (Western Australia)
🏢 The Andersen Partnership
📍 Western Australia