Client Services Coordinator (Perth)

Client Services Coordinator (Perth)

03 Sep
|
DigitalX
|
Perth

03 Sep

DigitalX

Perth

Client Services Coordinator

Sell My Shares | Perth CBD | Full-time | $78,000 + super

Build your career in financial services, no brokerage experience required

If you're great with people, sharp on detail and enjoy solving problems, this is an opportunity to develop specialist financial services experience in a role where precision and quality customer support are rewarded.

Sell My Shares helps Australians sell ASX listed shares without needing to open a traditional brokerage account.

Since 2013 we've assisted more than 50,000 clients with financial transactions for individual shareholders, companies, trusts, and deceased estates. Our focus on high quality customer service has helped Sell My Shares build an industry-leading reputation with over 9,500 Trustpilot customer reviews and an average service rating of 4.8/5.

We're now looking for a Client Services Coordinator to join our Perth team and help clients navigate their share sale requests from initial enquiry through to completion.

You don't need previous brokerage or share market experience, we’ll train you on the job. What matters most is that you're organised, can communicate clearly and confidently with clients, and are willing to learn.

What the role requires

You'll manage client share sale requests and guide them through specialised Sell My Shares services and standard industry requirements for one-off financial transactions.

On a typical day you will:

- Respond to client enquiries by phone and email

- Guide clients through the share sale process, including documentation, timing and payment requirements

- Review forms and supporting documents for accuracy and completeness

- Identify missing information or inconsistencies before a transaction progresses

- Process client documentation and share sale transactions accurately





- Liaise with share registries and other parties to verify information and resolve issues

- Keep clients informed as their transaction progresses

- Escalate unusual or potentially problematic matters where required

As your knowledge develops, you'll also learn to assist with more complex transactions involving deceased estates, powers of attorney, trusts and other shareholder types.

Who we're looking for

You could come from customer service, administration, legal, accounting, banking or other process-driven environments.

You'll enjoy this role if you:

- Have excellent attention to detail

- Communicate clearly and confidently by phone and email with people from a broad range of ages, cultures, and technical abilities

- Are patient when helping people navigate unfamiliar processes

- Enjoy solving problems rather than simply passing them on

- Can manage several pieces of work at once without losing track of the details

- Are comfortable working with database systems, client documents, and Microsoft Office

- Want to learn and build specialist knowledge in financial services

Previous experience in financial services, share registries, CHESS, settlements, legal administration or compliance related work would be an advantage, but it isn't essential, we'll train the right person.

Why join Sell My Shares?

This is a small,



collaborative business where your contribution is visible and you'll have the opportunity to develop practical financial services skills including analyzing financial transactions, share registry records, client documentation, estates, trusts and trade execution operations.

We offer:

- $78,000 base salary + superannuation

- $2,900 additional phone and food allowance (following probation)

- Eligibility for generous long and short term incentive programs

- Flexible work from home arrangements (following probation)

- Training in a range of share transaction types and financial services

- A small, supportive team where good work is recognised and your contribution matters

About Sell My Shares

Sell My Shares specialises in helping people complete one off sales of ASX listed shares.

Our clients include individual shareholders, people who have inherited or been gifted shares, accountants, financial advisers, and solicitors administering deceased estates

For many of our clients, selling shares isn't something they do every day. Our job is to make the process clear, accurate and as straightforward as possible.

Sell My Shares is owned and operated by DigitalX Limited (ASX:DCC).

Interested?

Ready to build a career where your work actually matters and is appreciated by staff and customers? Apply through SEEK, we'd love to hear from you!

We're more interested in people with positive communication skills, reliable judgement, and attention to detail than someone with extensive experience in financial services.

As part of the application we'll ask you a couple of short questions about your experience and why the role interests you.

Location: Perth CBD
Employment: Full-time
Salary: $78,000 + superannuation + annual allowances and incentives

Sell My Shares is owned and operated by DigitalX Limited (ASX:DCC).

We are an equal opportunity employer and value diversity in our team.

📌 Client Services Coordinator (Perth)
🏢 DigitalX
📍 Perth

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