Client Services Associate

ABOUT US

iInvest Trading & Advisory is a growing financial advisory firm specialising in trading and wealth management services, based in Burleigh Heads. We are proud of our team culture of working collaboratively and positively to achieve optimum results for our clients.

THE OPPORTUNITY

We are looking for an experienced Client Services professional with a background in share administration and client onboarding. This role is a full-time position.

You will play a key role in supporting the day-to-day operations of our busy investment firm -from onboarding new clients and maintaining client accounts, to providing specialist support in managing shares in deceased estates. You will be part of a small, professional team that values collaboration, trust, and long-term client relationships.

KEY RESPONSIBILITIES

Manage new client onboarding: prepare, submit, and maintain documentation and compliance records

Provide high-level support across client accounts while ensuring information is accurately and compliantly maintained

Handle incoming phone calls, emails, and in-person client meetings

Communicate with share registries and external providers

Assist in adapting technology and improve processes as industry requirements change

Work directly with clients, legal representatives, and share registries to finalise complex deceased estate shareholdings

Coordinate meetings (in person and virtual), organise client and team functions and assist in general office tasks.

ABOUT YOU

Previous experience within the finance industry in a Client Services role. Client onboarding, shares administration, estate administration, or compliance.

A problem-solver with the ability to unravel complex matters and communicate clearly.

You enjoy contributing to a progressive and forward-thinking culture, in a positive team environment.

Tech-savvy and comfortable adopting new systems

If you have client onboarding experience in shares administration, enjoy working in a specialised field where attention to detail, communication, and trust matter, this could be the perfect fit, and we would love to hear from you.