Join a high-performing private wealth team supporting HNW clients and a senior adviser. Take ownership of client service, advice implementation and account administration, with scope to develop into paraplanning or team leadership.

- Manage front-line client queries and administration
- Establish and maintain Wrap accounts
- Process pension payments, contributions and rollovers
- Assist with advice implementation and strategic recommendations
- Complete AML/KYC for clients including SMSF and trust accounts
- Prepare ROA's and provide basic paraplanning support
- Liaise with clients, advisers, platforms and external providers
- Support broader process and operational improvements

Skills & Experience
- 2+ years' experience as a Client Services Officer in a financial advice business
- Robust communication and client administration skills
- Experience with advice implementation and ROA's
- Exposure to HNW, complex clients will be favourable
- Resilient, reliable and highly collaborative approach

Benefits

- KPI-based bonus linked to individual and business performance
- Regular salary reviews and half-yearly performance appraisals




- 1-2 days WFH available after successful six-month probation
- Strong pathway into paraplanning, Office Manager or team leadership
- Access to market insights and professional development opportunities
- Regular team lunches, events and social activities

About the Company/Culture

A boutique, high-performing private wealth business with a HNW client base. The team operates within a major Australian financial services group and continues to grow.

People enjoy working here because the team is close-knit, collaborative and genuinely invested in each other's success. Resilience, accountability and cultural fit are highly valued, with opportunities to make a meaningful contribution as the business grows.

How to apply

If you're interested please send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

📌 Client Services Officer (Sydney)
🏢 Bentley Recruitment
📍 Sydney