Are you highly organised, detail-oriented, and passionate about delivering exceptional outcomes for high-net-worth clients? Mayday Recruitment is proud to partner with a prestigious financial services firm to recruit a Private Wealth Client Service Executive – Implementation.

In this vital role, you’ll ensure the accurate and timely implementation of investment and superannuation advice, playing a key part in helping clients achieve their financial goals. This is a great opportunity for someone with experience in financial planning or wealth management administration to step into a career-enhancing position within a collaborative and high-performing team.

What's in it for you:

• Full-time permanent opportunity
• Beautiful offices located in North Sydney
• $80,000.00 - $90,000.00 package
• Flexible to WFH one day per week after probation
• Excellent employee benefits - discounted gym membership and private health insurance
• Join a respected and forward-thinking financial services firm
• Collaborate with a high-performing, supportive team
• Make a real impact in a role with variety and responsibility
• Enjoy a modern working environment, hybrid flexibility, and career development opportunities

Key Responsibilities:

• Implement investment and superannuation advice accurately and efficiently, ensuring all tasks are followed through to completion
• Liaise regularly with Advisers on Statement of Advice (SOA) and complex client review implementations, keeping clients and team members informed of progress
• Peer review of investment trades and cash transactions entered by team members
• Process Ongoing Fee Agreements (OFA) and related documentation, ensuring all details are up to date and accurate across systems
• Review and quality-check SOA paperwork prepared by outsourced administrators to uphold service standards
• Maintain accurate and up-to-date client records within financial planning software systems
• Track and update the CommLog with fee changes and new funds under management

What You’ll Bring:

• Experience in wealth management, financial planning, or a similar client service environment
• A strong understanding of investment and superannuation processes
• Exceptional attention to detail and ability to manage multiple priorities
• Clear and confident communication skills, both written and verbal
• High standards of data accuracy and compliance
• A proactive mindset and a genuine commitment to delivering exceptional service

If this sounds like the right opportunity for you, please apply now!