Client Services Assistant

Do you enjoy working with accuracy and attention to detail?

Are you confident in supporting clients while managing compliance tasks?

Want to grow your career in client services within a professional environment?

If client support motivates you, this role is for you.

About the Role

The Client Services Assistant supports the Client Services team in processing investor applications accurately and on time. You'll help maintain records, assist with compliance checks, respond to investor enquiries, and provide general administrative support.

Ideal Candidate (Must-Have Requirements)

• Experienced in Australian financial planning administration or Australian accounting
• Understanding of AML/KYC procedures or willingness to learn
• Comfortable using Microsoft Office and CRM systems
• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Professional, c...