Job Senior Client Service Manager, Perth

Are you an experienced and detail-driven Client Services professional seeking a long-term career in private wealth administration? Do you thrive in a values-led environment that puts integrity, quality, and purpose at the centre of everything?

Join a firm that has redefined independent wealth advice in Australia. With no product alignment and a genuine focus on client-first outcomes, you’ll be part of a collaborative, high-performing team of professionals who are passionate about excellence and impact.

Operating across both the wholesale and retail wealth advisory space, this is a unique opportunity to be part of a firm that delivers sophisticated, tailored advice to a broad range of clients.

About the Role
We’re looking for a dedicated Client Services Associate to join our Perth team and play a critical role in supporting private wealth advisers with high-quality administrative and client service. This is more than just a support role, it's an opportunity to be part of a dynamic workplace that values ownership, teamwork, and professional growth.
Your day-to-day responsibilities will include:

• End-to-end administrative support across the advice process
• Document preparation and data entry
• Implementation and placing of trades
• Reporting and CRM management
• Liaising directly with clients and stakeholders to ensure smooth service delivery

You’ll be a key ambassador of our values by delivering exceptional service and demonstrating the integrity and care that defines our client relationships.

What We’re Looking For

• Minimum 3 years’ experience in a similar client services or admin role, ideally in financial services
• A passion for a long-term, administration-focused career
• Outstanding organisational skills and attention to detail
• Professionalism, accountability, and confidentiality
• A collaborative mindset and a proactive approach to problem-solving

Why You’ll Love Working Here
We believe our people are our greatest strength. That’s why we offer:

• A CBD-based office
• Tailored learning & development plans to support your career goals
• Up to 16 weeks’ paid parental leave and other progressive leave options
• Paid leave for cultural and ceremonial activities
• Two paid volunteer days per year to support causes you care about
• Annual “Day Off” just to recharge
• Regular, inclusive and fun social events
• Monthly mobile phone and Wi-Fi allowance
• Wellness initiatives including mental health support and flu vaccinations
• Free Employee Assistance Programme (EAP) for you and your family
• Equity participation opportunities – become a future business owner
• A stocked kitchen, great coffee… and yes, lots of elephants (we’ll explain!)

Please get in touch with Samantha for a confidential conversation to find out more!

Please email Samantha - Write to the company