Client Services Officer – Wealth Management
- Provide end-to-end administration and implementation support to financial advisers, including account changes, contributions and withdrawals.
- Maintain accurate client records and support compliance, client reviews, fact-finding and ongoing service requirements.
- Coordinate client communications, meetings, diaries and adviser workflows using Xplan.
Join a growing Wealth Management team and play a key role in delivering exceptional client service and adviser support.
We are seeking an experienced and highly organised Client Services Officer to join our Wealth Management division. This is an excellent opportunity for a proactive administration professional who enjoys working in a fast-paced advice environment and is passionate about providing outstanding support to both clients and financial advisers.
About Us
About Us
Moore Australia is a member of the Moore Global network. With firms across Australia, locally we have 26 Partners and more than 220 team members across Queensland and Northern New South Wales.
We provide a comprehensive 360‑degree range of audit, business, tax, accounting and consulting services. Working with a diverse portfolio of privately owned businesses, high‑net‑wealth individuals, ASX‑listed companies, not‑for‑profit entities and more, we support clients across Australia and internationally with a tailored, commercial approach.
Through Moore Global, you will tap into 37,000+ professionals across 119 countries, within a network recognised as Network of the Year at the International Accounting Forum and Awards 2025.
About the Role
About the Role
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Key Responsibilities:
- Provide end-to-end administrative and implementation support to a team of Financial Advisers
- Prepare and maintain accurate client records, ensuring compliance and data integrity
- Manage account administration, including contributions, withdrawals, account changes and client documentation
- Assist with client review preparation, ongoing service requirements and client fact-finding activities
- Coordinate client communications, follow up outstanding requirements and deliver a high level of client service
- Maintain adviser workflows, tasks and reporting through Xplan to support efficient practice operations
- Manage meeting coordination, diary management and general administrative support for the Wealth Management team
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