Job Description

CLIENT SERVICES OFFICER – SYDNEY CBD – FINANCIAL PLANNING TEAM – HYBRID WORKING & CAREER DEVELOPMENT (JOB ID 1782)

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Support Financial Advisers and Partners within a growing Financial Services team

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Hybrid working arrangements and flexible workplace culture

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Exposure to investment administration, client relationship management and wealth management operations

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This established professional services firm is seeking a Client Services Officer to join its Financial Planning and Wealth Management division. Working alongside experienced Advisers and Partners, you will play a key role in delivering exceptional client service, coordinating administrative processes and supporting the ongoing management of client portfolios.

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This position offers an excellent opportunity for an organised and client-focused professional looking to build a long-term career within the financial services industry while gaining exposure to a broad range of investment and wealth management activities.

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The Role

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Provide administrative support to Financial Advisers and Partners

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Assist with the preparation of client documentation, reports and investment information

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Process investment applications, withdrawals and client transactions

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Maintain accurate client records and compliance documentation

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Coordinate ongoing client service activities and review processes

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Respond to client enquiries and maintain strong professional relationships

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Support the efficient day-to-day operation of the Financial Services team

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About You

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Degree qualified in Finance, Financial Planning or a related discipline

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Previous experience within financial planning, wealth management or client services

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Strong attention to detail and organisational skills

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Excellent verbal and written communication abilities

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Proficient with Microsoft Office applications

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Experience with financial planning platforms such as Xplan, Netwealth, BT Wrap or Macquarie Wrap will be highly regarded

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Proactive, team-oriented and committed to delivering exceptional client service

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What's On Offer

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Hybrid and flexible working arrangements

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Supportive and collaborative team environment

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Exposure to financial planning and wealth management operations

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Ongoing learning and professional development opportunities

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Career progression within a growing professional services firm

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Modern Sydney CBD office location

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Employee wellbeing initiatives and staff advantages

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Opportunity to work alongside experienced Financial Advisers and industry professionals

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This is an excellent opportunity for a Client Services Officer seeking exposure to the financial planning industry within a professional and supportive workplace. Join a respected firm where your attention to detail, client service skills and professional development will be valued as you build a rewarding long-term career in financial services.

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Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.

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HOW TO APPLY

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Submit your résumé and application letter now by clicking the 'Apply To This Job' button.
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📌 Client Services Officer Sydney Cbd Financial Planning Team Hybrid Working & Career Development
🏢 CDMGURU
📍 Sydney