- Up to $110k package + benefits
- Join a respected and growing private wealth management team
- Brisbane CBD | Full time office based position
Join a highly regarded wealth management business supporting Advisers and clients across a diverse portfolio. Up to $110k package and excellent long-term career opportunities.
My client is seeking an experienced Client Services Associate to join their Private Wealth Management team in Brisbane. This is an excellent opportunity for an experienced wealth management professional to work closely with Advisers, clients, and support staff while playing a key role in the delivery of exceptional client outcomes and smooth office operations.
Who will you be working with?
You'll be joining a well-established financial services organisation with expertise across wealth management, funds management, corporate advisory, institutional sales and trading, and research. The business is known for its collaborative culture, strong client relationships, and commitment to developing its people. You'll work alongside a team of experienced Advisers and support professionals in a highly supportive environment.
What are the benefits?
- Competitive salary package of up to $110k inclusive of super
- Work alongside highly experienced Advisers and industry professionals
- Strong career development and progression opportunities
- Ongoing training, mentoring, and professional development
- Collaborative and supportive team culture
- Long-term stability within a growing and respected financial services business
What will you be doing?
- Provide technical and administrative support to Financial Advisers
- Assist with client onboarding, account establishment, and implementation activities
- Support the preparation and implementation of Statements of Advice (SOAs)
- Coordinate client documentation and compliance requirements
- Manage client enquiries and ongoing service requests
- Assist with client meetings and follow-up actions
- Liaise with product providers, platforms, and internal stakeholders
- Process client investment and transaction instructions where required
- Support day-to-day office operations and administration
- Contribute to process improvements and operational efficiencies across the team
What do you need?
- Previous experience in a Client Services Associate, Paraplanning, Wealth Management Assistant, or Financial Planning Support role
- Experience within wealth management, private wealth, financial planning, or financial services
- Bachelor's degree in Commerce, Finance, Financial Planning, or a related discipline
- Strong understanding of financial services administration and advice support processes
- Excellent communication and stakeholder management skills
- Strong attention to detail and organisational skills
- Ability to manage multiple priorities in a fast-paced environment
- Proactive, team-focused, and solutions-oriented approach
Training will be provided, and candidates with strong transferable experience and a willingness to learn are encouraged to apply.
If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Sarah Roberts on 0468 022 388.
At Fuse, we specialise in recruitment for the wealth management, financial planning, and financial services sectors and actively source for a broad range of established clients. If you're a Client Services Associate, Paraplanner, Financial Planning Assistant, or Wealth Management professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
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