Stellan is an established Adelaide financial advice practice known for the quality of its client relationships and the calibre of its team.
As the practice continues to grow, they're looking for an experienced Client Services Associate to join their team and play a central role in how clients experience the practice, from the moment they come on board.The roleThe work at Stellan is complex and interesting.
Clients are typically from high or ultra high net wealth categories and you'll play a key role in implementing advice and handling service requests commensurate with this type of client profile.On a day-to-day basis, this role supports the onboarding of current clients and the ongoing maintenance of existing client relationships through high quality administration, coordination and communication.Working within a close-knit, collaborative team, you'll help ensure client onboarding, advice implementation and service requests are handled accurately and on time, every time.What you'll be doingOwning the end-to-end coordination of client onboarding and administrative processes, from collating documentation through to completionCommunicating proactively with advisers, clients, product providers and third parties such as accountants and lawyersSupporting the onboarding of complex client structures and high risk AML identifiersAct as the primary point of contact for Macquarie administrative queriesPreparing client and account reports,



and supporting End of Year Financial Reports and ad hoc reporting queriesFacilitating application processes for managed funds and unlisted assetsMaintaining accurate, up to date client records across systemsContributing to broader business projects that improve the client experienceAbout youTo thrive in this role, you'll bring:At least 3 years' experience in financial services in a similar client service or administration roleStrong administration and organisational skills, with the ability to prioritise competing workloads and meet deadlinesA knowledge of regulatory and industry requirements, including financial advice, superannuation and AML/CTF obligationsA proactive, solutions-focused approach with strong ownership and follow-throughExcellent attention to detail and accuracyConfident, professional communication skills for dealing with clients and external stakeholdersSound judgement and discretion when handling sensitive client informationIt would be great, but isn't essential, if you also had:Experience with complex client structures, including companies, trusts and SMSFsWorking knowledge of wealth management platforms such as Praemium, Macquarie and XplanExperience with managed funds, unlisted investments or investment administrationRelevant financial services or industry qualificationsWhat's on offerCompetitive base salary, aligned with your experience and capabilityProfessional development support and fundingEmployee Assistance Program (EAP)A supportive, high-performing team environment in a well-regarded Adelaide practiceNewly fitted out, state of the art office environment in the heart of the CBD
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📌 Client Services Associate (Adelaide)
🏢 Stellan Capital Pty
📍 Adelaide