Client Relations Officer
2 weeks ago
At TPT Wealth, part of the My State Group, we're offering the opportunity to start your career in a respected, growing business, while gaining all of the requirements for the role with our full support.
This isn't just a job, it's the first step in what could be a long and rewarding career.
You'll be learning from experienced professionals, building relationships with clients and gaining the skills that will set you up for success in the wealth management sector.
Why This Role is a Great Start You'll be right at the front line of our client experience, welcoming clients, taking phone calls, assisting with investments, and supporting their financial journey.
Along the way, you'll gain deep industry knowledge, develop practical skills and work toward the qualifications that open doors in financial services.
Who We're Looking For We want someone who is: Switched on – quick to learn, with a sharp eye for detail Keen to grow – ready to develop skills and take on new challenges Engaged and proactive – takes ownership, asks questions, and follows through Professional and friendly – builds trust through excellent client service If you're enthusiastic about learning, ready to commit to your own development, and see this as the start of something bigger, you're exactly who we want to hear from.
What You'll Do Be the first point of contact for new and existing clients; at reception, by phone and via email Support clients with investment account openings and estate administration Maintain accurate records and ensure compliance with regulatory requirements (including AML/KYC)Promote TPT Wealth products and services in every interaction Support the broader client services team with day-to-day operations What You'll Bring Office administration experience (or transferable customer service skills)Strong attention to detail and organisational skills Excellent written and verbal communication Willingness and ability to obtain RG146 certification, we will help you with this Experience in financial services is a plus, but not essential Mandatory Application Requirements When applying, you must: Answer these two questions: Which of the following best describes your customer/client service experience?How do you approach learning something new and putting it into practice?Include a cover letter that clearly explains who you are and why this role is right for you.
Applications close 31 August 2025.
For questions, email talent@mystate.com.au.
Why Join My State Group?We're big enough to offer growth, learning, and career opportunities, but small enough that you'll always feel part of a team that values you.
With ongoing training, wellbeing support, and a purpose-driven culture, you'll thrive in a role where your work truly matters to the people we serve.
If you're ready to grow your skills and support clients during key life moments, we'd love to hear from you.
Employment with My State is subject to a Bankruptcy, Police and Credit check to verify your suitability to work in the finance sector.
My State Limited is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive work environment for everyone that works with us.
All applicants will be considered for employment regardless of their race, religion, gender identity, sexual orientation, age, or disability.
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