Client Services Associate

Pitcher Partners Brisbane is seeking a motivated and detail-oriented Client Service Associate to join our Wealth Management division. This is an exciting opportunity for someone looking to build a career with a leading independent investment advisory practice.

About the Role

As a Client Service Associate, you’ll work closely with our Client Service Manager, Operations Manager, and Advisers, supporting the delivery of exceptional service to our clients. You’ll be responsible for maintaining client records to the highest standard, assisting with portfolio administration, and ensuring seamless client onboarding and engagement.

This role offers genuine clear development pathway structured for the individual, with opportunities to progress to Associate Advisor, Financial Advisor, Director, and Partner, or to assist you being the best Client Service Associate you can be or anything in between.

Key Responsibilities

• Onboarding and offboarding clients
• Preparing meeting materials for Adviser-client meetings
• Maintaining up-to-date client information in XPLAN
• Managing and following up on all client correspondence and documentation
• Assisting in the establishment of new client structures
• Maintaining AML/CTF data in XPLAN
• Arranging deposit of funds and reconciling client portfolios
• Keeping clients informed on transactions and documentation updates
• Supporting the Client Service Manager with FDS agreements and annual tax projects
• Handling administrative queries from clients and accountants

Who we’re after

This position is best suited for individuals who have completed a Business, Finance, Commerce or Financial Planning qualification, or those who have a keen interest in pursuing a career in Wealth Management.

To be successful in this role your qualities, skills, knowledge and tasks will include:

• Ability and confidence to interact with staff of all levels including Partners
• Demonstrated honesty and integrity when managing client information
• Team oriented with an ability to foster effective working relationship within the team
• Exceptional organisational abilities evidenced through managing high volume workflow
• Commitment to efficient administration/process improvement
• Monitor email queues and assign to team members
• Assistance with client communication management and service

Technical skills/experience desired but not compulsory, include:

• Microsoft office
• Previous experience in MYOB Advanced , Xplan highly regarded.

What we offer

At Pitcher Partners we believe success is better shared. That’s why we invest in the future of everyone who works with us, and a culture that supports us all. Our inhouse leadership and professional development programs are tailored to your staff level and each explore how to lead with impact.

Join a team with heart
We actively support your health and social connection with a vibrant culture, great flexible working policy, paid parental leave, Employee Assistance program and more.

Do work with a purpose
We put a lot of energy into developing meaningful relationships with our clients and each other. It results in a level of trust that creates surprising opportunities for our business. And your career.

Bring your best ideas
We’re inspired by potential. We know there’s always a better way to do something. We foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

Some specifics:

• Flexible Work Arrangements – ‘Work Where you need to Be’ 
• Income Protection Insurance  
• Free fortnightly lunch 
• Discounted health insurance 
• Paid Parental Leave 
• Active social club 
• Regular sporting and team events 
• Mental health support via our Employee Assistance Program 
• Dress for your day policy 
• Modern, city-central office environment with lavish end of trip facilities

How to apply

If you can see yourself as part of a team that’s all about people doing meaningful work, and leading with the best ideas, we want to hear from you. To submit your application please click Apply or for further information please contact Brett Beauchamp on [email protected]

Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented backgrounds to apply.

All applicants must be Australian citizens or hold a current valid Australian work visa. You may be required to provide evidence at application.