Work directly with ultra-high-net-worth families in a trusted advisory capacity

Boutique multi-family office with a long-standing reputation for excellence

Hands-on exposure to complex investment portfolios and bespoke client services

Career-defining opportunity for an ambitious finance professional

We are working with an excellent client seeking a proactive and detail-oriented Client Associate to join a highly respected independent Multi-Family Office based in Sydney. This role is ideal for someone in their financial services career who is eager to grow within a dynamic and client-focused environment.

About the Role

As a key member of the Client Relationship Team, you’ll work closely with the Head of Client Services and Portfolio Managers to support ultra-high-net-worth families with tailored financial solutions. Your focus will be on investment administration, client reporting, and coordinating bespoke services with precision and care.

Key Responsibilities

Manage client applications, redemptions, and unit registry interactions

Coordinate administration of investments, lifestyle assets, and other holdings

Collaborate with external providers on monthly investment reconciliations

Prepare and deliver regular and ad hoc reports

Provide timely and accurate responses to client and internal requests

About You

We’re looking for someone who thrives in a fast-paced, client-centric environment and enjoys juggling multiple priorities. You’ll bring:

2 - 10+ years’ experience in financial planning, private banking, family office, or funds management

A degree in Finance, Economics, Commerce, or a related field

Excellent interpersonal and organisational skills

Strong attention to detail and ability to prioritise competing tasks

Proficiency in Microsoft Excel and a genuine interest in financial services

Salary is open based on experience.

Please send CV's to [email protected]