Job Description

Woods & Co Recruitment has partnered with a highly regarded boutique private wealth firm based on Collins Street. They are seeking an experienced Senior Client Services Officer to join their close-knit team and play an integral role in delivering an exceptional client experience to a sophisticated, high-net-worth client base.

What’s in it for you?

• $70,000 – $95,000 + Super (depending on experience)
• Join a respected, boutique wealth management firm with genuine progression opportunities
• Collaborative, professional, and down-to-earth team environment
• Stunning Collins Street office in the heart of the CBD
• Long-term stability and professional development support

What do you do?

• Manage all aspects of client onboarding, implementation, and ongoing service
• Prepare and process applications, ROAs, and other advice documentation
• Liaise with product providers and investment platforms to ensure timely execution
• Maintain client records and CRM data to compliance standards
• Support advisers in the preparation of review meetings and portfolio updates
• Provide guidance and support to junior client service staff

What do you need?

• Minimum 4 years’ experience in a Client Services or Client Manager role within wealth management or financial planning
• Sound knowledge of Xplan and major investment platforms
• Strong organisational skills and exceptional attention to detail
• Confident communicator with the ability to build strong client relationships
• Professional, proactive, and solutions-focused attitude

Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce which values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or a linguistically diverse background, all members and genders of the LGBTQI community and people with disability. Contact Xavier on xavier@woodsco.com.au or 0439 565 880 to discuss in further detail!