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 - Samantha@integraterecruitment.com.au
