Client Services Coordinator

23 hours ago

Moorabbin Victoria, Australia The Gild Group Full time $80,000 - $120,000 per year

Are you passionate about delivering exceptional client experiences and streamlining processes? Join
Gild Wealth
as a
Senior Client Services Officer & New Client Coordinator
, where you'll play a key role in onboarding new clients and supporting our advisers to deliver outstanding service.

About Us

The Gild Group is one of Australia's fastest growing fully integrated multidisciplinary professional services firms with a comprehensive suite of best-in-class services across wealth, accounting, finance, legal, insurance, venture capital, incentives & grants and marketing.

We are committed to creating lasting positive impact for our employees, our clients and the professional services industry.

We are client centric; we are innovative, we celebrate success.

The Role and Opportunity:

What You'll Do

  • Coordinate the onboarding of new clients to ensure a seamless, positive experience.
  • Implement advice for new and existing clients accurately and on time.
  • Prepare review reports, client service agreements, fee forms, and associated documentation.
  • Maintain client data in Xplan and other systems with precision.
  • Liaise between advisers, technical support, and administration teams to keep workflows smooth.
  • Assist with client meetings and follow-up actions.
  • Identify opportunities to improve processes and enhance efficiency.

What We're Looking For

  • Minimum 5 years' experience in client administration within financial planning.
  • Strong technical knowledge of SMSFs, trusts, investment platforms, managed portfolios, and insurance.
  • Excellent Xplan skills and proficiency in Microsoft Office.
  • Proven ability to implement advice and coordinate administration tasks.
  • Exceptional attention to detail, problem-solving skills, and ability to manage priorities.
  • A proactive team player who thrives in a dynamic environment.
  • Strong communication skills and commitment to client service excellence.

Location:

This role is based in
Moorabbin
and offers built-in flexibility to support a healthy work-life balance. During the first six months, you'll be required to work on-site to ensure a smooth onboarding and training experience.

Our offices are based in Melbourne, Sydney, Brisbane, Gold Coast, Sunshine Coast, Townsville, Philippines and India.

Why Join The Gild Group?

  • Competitive remuneration based on experience.
  • Genuine work-life balance with hybrid flexibility.
  • A supportive, people-first culture that values innovation and growth.
  • Exposure to diverse clients in Australia's fastest-growing industries.
  • Opportunities for professional development and career progression within a fast-growing diversified firm.

Ready to Apply?

We make hiring decisions based on your skills, experience, and passion. If you're interested in this exciting role, please apply.

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