About the role
Lead the Client Services Officer function, acting as the primary contact point for clients. Oversee client implementation, assist with quarterly reporting, manage an offshore team, and ensure smooth business workflow.

• Oversee client implementation and off-platform fund allocations
• Manage and delegate tasks to offshore CSO team
• Serve as the primary contact for client liaison
• Assist with quarterly client reporting and compliance tasks
• Maintain smooth daily workflow and communication within the team

Skills & Experience

• Strong client services and administrative skills in financial planning
• Ability to handle pressure calmly and professionally
• Comfortable managing small teams and delegating work
• Familiarity with HUB24, Class, or similar platforms is beneficial

Benefits

• Competitive salary and bonus structure
• Professional, respectful, and collaborative environment
• Standard hours with flexible start/finish times
• Supportive culture focused on teamwork and work ethic

About the company/ Culture
Established 35 years ago, this boutique wealth management firm focusses on providing a hands-on, quality client service. The team of 12 is experienced, collaborative, and respectful, thriving in an open-plan office. Clients are mainly wholesale/HNW.

People enjoy working here because of the genuine teamwork, respect for work ethic, and the professional, stable environment.

How to Apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to [email protected].

Only shortlisted candidates will be contacted.