About WT Wealth

WT Wealth Group is an integrated financial services firm combining Private Wealth, Accounting, and Superannuation under one trusted brand.

We deliver practical, strategic advice designed to help our clients build long-term financial confidence — not complexity.

With offices in Sydney and Perth and a remote-enabled team, WT Wealth is growing fast and looking for a Client Services Officer to join our collaborative, client-focused environment.

About the Role

We are seeking an organised, personable, and proactive Client Services Officer to support both our financial planning and accounting divisions.

This is a remote, full-time position ideal for someone who enjoys variety — managing workflows, communicating with clients, and supporting our professional team to deliver outstanding service.

You’ll work closely with advisers, accountants, paraplanners, and administrators to ensure every client experience is efficient, compliant, and personal.

Key Responsibilities

Provide exceptional service as the first point of contact for client enquiries across Wealth and Accounting divisions.

Liaise with product providers, super funds, platforms, the ATO, and ASIC on client matters.

Assist with document preparation, electronic signing, and accurate record-keeping.

Track workflows, deadlines, and lodgements within Xplan, Xero Practice Manager, BGL, and NowInfinity.

Support the preparation of client reports, meeting packs, and compliance documentation.

Maintain an exceptional standard of professionalism, accuracy, and confidentiality at all times.

Contribute to continuous improvement in our client experience and operational efficiency.

About You

You’re a natural communicator with a keen eye for detail and a passion for helping clients feel looked after.

You’ll bring:

2–4 years’ experience in a client services or administrative role within a financial planning, accounting, or professional services firm.

Strong interpersonal and written communication skills.

Excellent organisational skills and the ability to manage competing priorities.

Familiarity with platforms such as Xplan, Xero Practice Manager, BGL, and NowInfinity (or willingness to learn).

Understanding of financial-advice and/or accounting processes and compliance workflows.

A proactive, team-oriented attitude and commitment to service excellence.

Why Join WT Wealth

Work remotely with a progressive, supportive team that values flexibility and trust.

Be part of a growing boutique firm integrating wealth, accounting, and SMSF services.

Develop your skills across multiple disciplines in a modern, tech-enabled environment.

Genuine career progression opportunities into Senior Client Services Officer or Client Relationship Manager roles.

Competitive remuneration and a professional yet down-to-earth culture.