Client Service Officer

Woods & Co Recruitment with a highly regarded Melbourne boutique wealth management firm to appoint a high-calibre Client Service Officer to support a team of Advisers managing high-net-worth and ultra-high-net-worth clients.

What's in it for you?

• $65,000 - $85,000 + Super
• Work with HNW and UHNW clientele
• Clear career progression into a Senior CSO role
• Genuine involvement in client relationships
• Direct exposure to complex client strategies and sophisticated portfolios
• Supportive, collaborative team culture

What you’ll do:

• Manage client onboarding, including preparation of documents and compliance requirements
• Liaise with platforms, fund managers and product providers
• Coordinate client review meetings and prepare documentation packs
• Assist with preparation and implementation o...