Client Services Officer / Client Services Manager (Wealth Management)

Reference: BH-193830
Client Services Officer / Client Services Manager (Wealth Management)

Our client is a highly regarded Wealth Management and Financial Planning firm based in the Perth CBD, providing tailored financial advice and investment solutions to high-net-worth individuals, families, and sophisticated investors.

Working alongside experienced Financial Advisors and Directors, you will play a critical role in ensuring a seamless client experience while supporting the delivery of high-quality financial advice to a sophisticated client base.

Key Responsibilities:
  • Provide ongoing support to Senior Financial Advisors and Directors
  • Deliver exceptional customer service and assist with client enquiries
  • Prepare for client review meetings and new client appointments
  • Data gathering and client investment/product research
  • Implement advice documentation and administrative processes
  • Maintain the Xplan client database, ensuring accuracy, compliance, and integrity of information
  • Coordinate client onboarding and ongoing service activities
  • Build and maintain strong relationships with high-net-worth clients
  • Assist with maintaining regulatory and compliance requirements
  • Support the team in delivering a premium client experience at every stage of the client journey
To be successful in this position, you will demonstrate:
  • Excellent written and verbal communication skills
  • Exceptional customer service and relationship management abilities
  • A highly organised, procedure-driven approach to your work
  • A professional demeanour with a positive, enthusiastic, and hardworking attitude
  • Experience within a Financial Planning, Wealth Management, Private Banking, or Financial Services environment is highly regarded
  • Experience with Xplan is preferred
  • The ability to work confidently with professional and high-net-worth clientele
What's on Offer
  • A genuine opportunity to progress and develop your career within Wealth Management and Financial Planning
  • Competitive remuneration package
  • Flexible working arrangements available
  • Friendly, supportive, and collaborative team environment
  • Modern Perth CBD office location
  • Convenient access to public transport
  • Exposure to experienced Advisors and a sophisticated high-net-worth client base
  • Long-term career development opportunities within a growing business
If you are an experienced Client Services professional looking to join a respected Wealth Management firm where quality, professionalism, and client service are highly valued, we would love to hear from you.
Apply now for a confidential discussion.
Company Background:

Chandler Macleod is a highly regarded and well established recruitment organisation, part of RGF Staffing and Recruit Holdings, the fourth largest staffing network in the world! We partner with over 3500 companies globally providing job hunters with endless opportunities to find and succeed in their work.

Chandler Macleod knows what it takes to recruit, select, and retain the best people. We’re in the business of understanding how people tick because we’ve been digging deep into people’s needs and motivations since 1959.

We uncover the ‘BestFit™’ for employers and job hunters alike by looking beyond the CV’s and JD’s. This allows us to match candidates to jobs that bring out their best and discover people that can make businesses boom.

We’re a team of flexible thinkers and detail obsessors, who believe that the right fit can lead to a happier life. Because when you really get people, you really open up a world of opportunity.

There are several brands that make up Chandler Macleod, these include our Staffing business, our Consulting business, our xPO Talent Solutions business and our Managed Services business.

You can learn more at our website: www.chandlermacleod.com

We are Chandler Macleod. We get people.

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