Perth

Banking & Financial Services

Full Time (Permanent)

Salary: Salary dependent on experience

- Modern office with onsite gym and additional perks

- Supportive and collaborative team culture

- Great benefits and competitive salary

Client Services Administrator opportunity supporting Private Wealth Advisers and High-Net-Worth clients in a dynamic, collaborative team environment

About Euroz Hartleys Limited

Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a dedicated Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise and a shared commitment to helping clients achieve their financial goals.

We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.

As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.

The opportunity: Client Services Administrator

We are currently seeking an experienced Client Services Administrator to join our dynamic team. In this role, you will provide vital support to a team of highly successful Private Wealth Advisers who work together with a collective client base. Delivering exceptional service to a portfolio of High-Net-Worth clients within a Funds Under Management structure. You will be joining a well-established support network,



working alongside three experienced Client Services Administrators.

As a Client Services Administrator you will undertake a range of duties including:

- Provide client account management, including facilitating the onboarding of new clients and supporting ongoing relationship management.
- Create and maintain client profiles in Xplan, ensuring data is accurate, up to date, and comprehensive.
- Monitor and manage client fund availability to ensure timely settlement of share purchases.
- Ensure ongoing fee arrangements are up to date and accurate.
- Collate portfolio information and facilitate the asset transfer process ensuring completion in a timely manner.
- Liaising with third party platforms to initiate rollovers, off market transfers, account creation and contribution data.
- Generate and provide monthly, quarterly, and tax reports to clients, ensuring accuracy and timeliness.

About you

Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.





This role is ideal for someone with experience in the Financial Planning or Stockbroking industry who is looking to continue building a long-term career as a Client Services Administrator.

To be successful in this role you will be able to display the following:

- An understanding of the Australian Securities Exchange (ASX).
- Experience with data entry and data management tools.
- Exposure to fast-paced work settings or roles with tight deadlines.
- Exceptional focus on accuracy and precision in all administrative duties ensuring compliance with regulatory requirements.
- Ability to thrive in a dynamic and high-pressure financial industry setting, quickly adapting to changing circumstances and new challenges as they arise.

What we can offer

- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Range of employee benefits
- Discount health insurance with HBF
- Team environment
- Work life balance

Supporting a diverse workforce

We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.

Date Posted: 16 Sept 2026

📌 Client Services Administrator (Perth)
🏢 Euroz Hartleys
📍 Perth