Client Services Representative

About the job

Join Prime Financial Work with a Leading ASX-Listed Australian Financial Group!Prime is a market-leading financial services firm with 200+ team members globally. We combine the agility of a startup with the strength of a listed company. Innovation, ownership, and entrepreneurship are at the heart of everything we do.Learn more: Prime Financial Group. We are hiring a Client Services Representative to join our growing team!In this role, youll support our Advisers while delivering exceptional client service. Youll play a key part in managing client relationships, coordinating workflows, and ensuring seamless service delivery. What Youll Be Doing:

• Deliver exceptional client service to clients, Advisers, and internal stakeholders
• Support the implementation of financial recommendations and required changes
• Manage cash accounts and term deposit renewals
• Prepare and compile Statements of Advice (SOAs) and product disclosure documents
• Handle application lodgements, withdrawals, and investment processing
• Maintain accurate client records, workflows, and data integrity in Xplan
• Manage central inbox, client enquiries, and incoming calls
• Coordinate client onboarding, welcome packs, and review schedules
• Build strong relationships with clients and identify opportunities to cross-sell services (OneConnected)
• Support team workflow, reporting, and continuous process improvement initiatives

What Were Looking For:

• Strong attention to detail and organisational skills
• Excellent written and verbal communication
• A proactive, can-do attitude with a willingness to learn
• Ability to manage multiple tasks and prioritise effectively
• Strong teamwork and stakeholder coordination skills
• Experience with Microsoft Office (Outlook, Word, Excel)
• Experience with Xplan (essential)

What Youll Get:

• Exposure to financial planning and wealth management operations
• Opportunity to work closely with Advisers and senior stakeholders
• Career development in a growing global organisation
• A collaborative, supportive, and high-performing team environment
• A culture focused on ownership, innovation, performance, and people

Why Join Prime?At Prime, youre more than just a team member youre a key part of our client experience. We invest in your development, support your growth, and provide opportunities to build a meaningful, long-term career. Send us your CV and a short cover letter to IndiaHR@primefinancial.com.au outlining why youd be a great fit. Wed love to hear from you!