Job Description

Woods & Co have partnered with a leading Melbourne-based boutique wealth management firm known for delivering independent, tailored financial advice.
With over 30 years of experience and a strong reputation for client-first service, they offer a collaborative team environment and a long-term approach to both client and employee relationships.

This is an exciting opportunity for an experienced and professional Client Services Officer to join a high-performing team. Reporting to the Client Service Manager, you’ll play a pivotal role in supporting the delivery of exceptional client outcomes by managing onboarding processes, preparing advice documentation, and maintaining ongoing client relationships.

What’s in it for you?

• $65,000 – $85,000 + Super (depending on experience)
• Work with one of Melbourne’s most respected private wealth firms
• Enjoy a collaborative, respectful and values-driven team culture
• Secure long-term opportunity with career development pathways
• Modern office space in the heart of the CBD

What do you do?

• Manage client onboarding, account applications and implementation of advice
• Maintain and update CRM and client files accurately
• Liaise with internal stakeholders, investment platforms and insurers
• Prepare review documentation and assist with compliance reporting
• Provide a high standard of ongoing service to existing clients

What do you need?

• 2+ years in a similar Client Services or Adviser Support role (ideally in private wealth or financial planning)
• Excellent verbal and written communication skills
• Strong attention to detail and organisational skills
• Experience with Xplan (preferred)
• A client-centric mindset and a team-first 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!