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, you'll support our Advisers while delivering exceptional client service. You'll play a key part in managing client relationships, coordinating workflows, and ensuring seamless service delivery.
What You'll 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 We're 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 You'll 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, you're more than just a team member — you're 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 [Confidential Information] outlining why you'd be a great fit. We'd love to hear from you!
