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 teamIn 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)
• Robust 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
• 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 At Prime, you’re more than just a team member. You play an important part in the experience we deliver to our clients. We want our people to grow with us, so we invest in development, encourage ownership and provide opportunities to build a meaningful, long-term career within a growing financial services business. Interested? We’d love to hear from you. Please apply along with your CV and a short cover letter telling us why you’d be a great fit for the role. Please ensure you read and answer all mandatory application questions accurately before submitting your application.

📌 Client Services Representative (Bengaluru)
🏢 Prime Financial Group (India)
📍 Bengaluru