Alvia Asset Partners is looking for a Client Services Officer to join our Brisbane office.
Full-time, in the CBD, reporting to our Client Services Manager.
This is the engine room of our client service function.
You'll onboard new investors, keep client records accurate and current, produce quarterly reporting, and be the first voice clients hear when they call.
Along the way you'll sit in on client meetings and take minutes, help pull together pitch decks and proposals, and support the administration behind private market transactions.
This role is designed for someone who wants to grow their career inside a private investment firm, take on more over time, and learn how an investment business runs from the inside.
What you'll be doing
Onboarding new clients, including application forms, identification and KYC documentation
Reviewing client paperwork and chasing anything missing or incorrect
Maintaining client records, wholesale certificates and recurring compliance items
Managing routine updates in our internal and external systems
Helping prepare and distribute quarterly client reports and ad-hoc reporting
Keeping our CRM clean
Acting as first point of contact for client and prospect enquiries by phone, email and in person
Triaging the group inboxes and following up
Taking minutes in client and internal meetings
Collating and formatting proposals and pitch decks, and keeping presentation templates current




Supporting bookbuild processes for current private market investments
Helping coordinate client functions and staff events, and providing general support to the CEO, Directors and wider team
What we're looking for
1 to 4 years in financial services, administration or professional services
Strong attention to detail
Organised, with the judgement to juggle competing deadlines
A confident, courteous communicator in writing and on the phone
Solid Microsoft Office skills are essential.
Excel ability is particularly well regarded
CRM experience preferred
Exposure to private wealth, investment management or KYC processes is a plus
A proactive attitude and a genuine appetite to learn and take on more
About Alvia
Alvia Asset Partners is an investment manager working with family offices, high net-worth families and other wholesale investors.
We focus on capital preservation and long-term absolute returns, investing across public and private markets and drawing on a broad network to assess opportunities across all asset classes.
Client alignment sits at the centre of how we operate, with disciplined decision-making, transparency and long-term relationships.
We're a growing, close‐knit team.
Reliability, accountability and thoughtful execution count for a lot, and we treat strong client service and well‐run internal processes as the foundation everything else is built on.
#J-*****-Ljbffr

📌 Client Services Officer (Queensland)
🏢 Alvia Asset Partners
📍 Queensland