The Business

This isn’t just another corporate job—it’s a chance to work alongside high-net-worth property investors, business owners, and industry leaders, helping them achieve exceptional financial outcomes. Since 2019, this company has been revolutionising tax minimisation, asset protection, and low-tax investment trusts, providing clients with innovative strategies that maximise wealth in ways they never imagined possible.

As Australia’s #1 tax advisory firm for property investors, they don’t just offer solutions—they offer a service clients genuinely appreciate. With a high referral rate, no complaints, and a reputation for delivering outstanding results, they are now looking for a Customer Experience Officer / Executive Assistant to take their client experience to new heights.

If you thrive in high-level client relationships, have an eye for detail, and love ensuring clients receive white-glove service, this role is for you.

What’s in it for you?

• $100K - $130K salary – competitive, negotiable based on experience
• Clear career progression – strong internal growth and opportunity to move into a senior role
• Hybrid working flexibility – 3 days in Richmond, 1-2 days WFH based on performance
• Premium, high-calibre clientele – work with property investors and business leaders
• An elite business network – collaborate with leading professionals in finance, tax, and investment
• A supportive, high-performing team – strong tenure and long-standing client relationships

About the Role

This is not a sales role—it’s about relationship management, client satisfaction, and premium service delivery. You’ll be the key touchpoint for existing clients and referrers, ensuring seamless communication, efficient processes, and a superior client experience.

Your ability to anticipate client needs, follow up diligently, and ensure no detail is missed will be essential in this role. Success is measured by client engagement, referral generation, and the ability to proactively manage interactions with efficiency and care.

Key Responsibilities

• Client Relationship Management – Build strong, ongoing relationships with clients and referrers through proactive communication
• Client Touchpoints – Ensure every client is contacted at least once a month and referrers at least once a week to maintain engagement
• Follow-Ups & Coordination – Provide timely support after client meetings by sending relevant information via email and text
• Appointment & Calendar Management – Coordinate meetings and schedule client sessions with efficiency
• Referral & Networking Management – Build and maintain strong connections with key referrers to encourage new business opportunities
• Document Preparation – Use templates to prepare financial documents and ensure all paperwork is error-free and ready for submission
• CRM & Workflow Management – Maintain and update client information in the system, ensuring accurate records and smooth operations

Skills & Experience

• Proven experience in client services, executive assistance, or relationship management
• High emotional intelligence – ability to connect, communicate, and manage relationships with high-net-worth clients
• Exceptional attention to detail – ensuring documents, appointments, and client follow-ups are executed flawlessly
• Professionalism & presentation – you’ll be dealing with sophisticated investors and business professionals
• Strong organisational and time management skills – ability to prioritise multiple tasks effectively
• Experience in CRM tools (HubSpot or similar) preferred but not essential

Why You’ll Love This Role

This is a high-touch, client-facing role where your ability to build trust, manage relationships, and offer premium service will directly impact business success. With a strong company reputation, a highly engaged client base, and a culture that fosters long-term growth, this is an exceptional opportunity for someone who takes pride in delivering an elite client experience.

If you are passionate about customer excellence and want to work in a dynamic, fast-growing company that genuinely values its clients, apply today.