Job Description

Woods & Co Recruitment is on the hunt for a detail-oriented Client Service Officer to join a highly respected private wealth management firm. This role is perfect for someone who thrives in administration, loves processes, and takes pride in keeping everything running smoothly behind the scenes.

Working alongside experienced advisers, you’ll provide critical support across client administration, documentation, and compliance, ensuring clients receive seamless service every step of the way.

What’s in it for you?

• $70,000 - $85,000 + Super 
• A supportive and professional team environment
• Exposure to private wealth management and career progression opportunities
• Modern Melbourne office 

What do you need?

• Previous experience in client services, administration, or operations (financial services preferred)
• Strong organisational and time-management skills
• Excellent attention to detail and accuracy in documentation
• Clear and professional communication skills
• A proactive and collaborative approach

What do you do?

• Preparing and processing client documentation, applications, and investment instructions
• Maintaining accurate client records and databases
• Assisting with client reporting, portfolio maintenance, and compliance requirements
• Coordinating with product providers, internal teams, and external stakeholders
• Providing ongoing administrative support to advisers and the wider team

If you're as passionate about this position as we are, please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion, please call Xavier on 0439 565 880 OR email xavier@woodsco.com.au.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
You will only be contacted if you are shortlisted.