An excellent opportunity for someone with 12+ months' experience in financial services who is looking to build their expertise in client services, operations, payments and debt markets administration.
The Opportunity
As a
Client Services Officer
, you will play a key role in supporting the day-to-day administration and payment functions within a busy client services team. You will work closely with internal stakeholders and external clients to ensure transactions are processed accurately, compliance requirements are met and service levels are consistently maintained.
This role offers exposure to a specialised area of financial services and provides excellent opportunities for learning, development, and career progression.
Key Responsibilitie
Process and execute payment instructions within agreed service levels and deadlines
Maintain operational relationships with assigned clients and trusts
Support invoicing, billing, and obligation management activities
Ensure compliance with internal policies, procedures, and risk frameworks
Assist with client management and stakeholder liaison
Maintain accurate records, filing and archiving processes
Complete internal control and compliance checklists
Develop a strong understanding of systems and processes used within the team
Contribute to team projects and continuous improvement initiatives
Provide support and backup assistance to other team members as required
An excellent opportunity for someone with 12+ months' experience in financial services who is looking to build their expertise in client services, operations,



payments and debt markets administration.
The Opportunity
As a
Client Services Officer
, you will play a key role in supporting the day-to-day administration and payment functions within a busy client services team. You will work closely with internal stakeholders and external clients to ensure transactions are processed accurately, compliance requirements are met and service levels are consistently maintained.
This role offers exposure to a specialised area of financial services and provides excellent opportunities for learning, development, and career progression.
Key Responsibilitie
Process and execute payment instructions within agreed service levels and deadlines
Maintain operational relationships with assigned clients and trusts
Support invoicing, billing, and obligation management activities
Ensure compliance with internal policies, procedures, and risk frameworks
Assist with client management and stakeholder liaison
Maintain accurate records, filing and archiving processes
Complete internal control and compliance checklists
Develop a strong understanding of systems and processes used within the team
Contribute to team projects and continuous improvement initiatives




Provide support and backup assistance to other team members as required
About You To be successful in this role, you will have:
A minimum of 12 months' experience within financial services
Strong attention to detail and a high level of accuracy
Excellent organisational and multitasking abilities
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
The ability to manage competing priorities and deadlines
A collaborative team-focused approach
Tertiary qualifications will be highly regarded but are not essential
What's on Offer?
Chance to develop specialist financial services knowledge
Supportive and collaborative team environment
Exposure to a broad range of stakeholders and clients
Ongoing training and professional development
Career progression opportunities within a growing business
Sydney CBD location with up-to-date offices
Competitive salary package and employee benefits
Apply Now If you're looking to take the next step in your financial services career and join a team that will support your professional growth, we'd love to hear from you.
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📌 Client Services Officer (Sydney)
🏢 Kennedy Reid Pty
📍 Sydney