Client Service Officer

Join a 50-year financial planning advisor service delivering top-tier private wealth management and portfolio services of Australia market.

The Opportunity

Our partner is an Australia-based financial planning and wealth management firm known for delivering client-centric, tailored advice that helps clients grow, protect, and manage their wealth, with a strong focus on long-term relationships and high-quality service.

Step into a pivotal role as a Client Service Officer, you’ll help provide administrative and client support to financial advisers and operations teams, managing workflows, communications, documentation, CRM updates, and implementation tasks.

Why join us?

• Proudly Great Place to Work® certified
• Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more ...