Join Prime Financial Group 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 about Prime Financial Group: 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 Were Looking For:

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

What You'll Get:

- Exposure to financial planning and wealth management operations
- Chance 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 clients experience. We invest in your development, support your growth, and provide opportunities to build a meaningful, long-term career. Please ensure you read and answer all mandatory application questions accurately before submitting your application.

Send us your CV and a short cover letter to [email protected] outlining why you'd be a great fit.

We'd love to hear from you!

📌 Client Services Representative (Wealth Management Exp- Essential) (Bengaluru)
🏢 Aus Prime Management And Consulting
📍 Bengaluru