91±¬ÁÏ

Adviser & Client ServicesÌýOfficerÌý

AboutÌýEvidentiaÌý

EvidentiaÌýGroup is Australia’s leading Managed Account provider, formed through the merger ofÌýEvidentia,ÌýLonsecÌýInvestment Solutions, and Implemented Portfolios – three leaders in managed accounts. Together, we deliver a comprehensive suite of innovative investment solutions tailored to financial advisers and their clients.Ìý

The RoleÌý

We’reÌýlooking for anÌýAdviser & Client Services OfficerÌýto joinÌýEvidentiaÌýGroup to support our Implemented Portfolios business and help deliver an exceptional service experience for financial advisers, practiceÌýstaffÌýand clients.Ìý

This role is ideal for a customer-focused professional who enjoys building strong relationships, solving problems, and providing high-quality operational support. You will play a key role in supporting adviser and client relationships, coordinating onboarding activities,ÌýmaintainingÌýservice processes, and contributing to the ongoing enhancement of IP Connect and related client service initiatives.Ìý

ResponsibilitiesÌý

• Provide day-to-day support to financial advisers and practice staff via phone and emailÌýÌý
• Respond to product, service,ÌýplatformÌýand reporting queries, including support for IP Connect and the online reporting portalÌýÌý
• Coordinate the onboarding of new advisers and clients, including account setup and associated administrationÌýÌý
• MaintainÌýaccurateÌýadviser and client records within Salesforce and other business systemsÌýÌý
• Manage platform menus, userÌýaccessÌýand related administration activitiesÌýÌý
• Deliver training and support to advisers and practice staff on IP Connect and associated reporting toolsÌýÌý
• Process transactions accurately and efficiently whileÌýassistingÌýwith the resolution of client service issuesÌýÌý
• Prepare and distribute client communications and service-related documentationÌýÌý
• Build andÌýmaintainÌýeffective relationships with external platform providers and service partnersÌýÌý
• Contribute to process improvements, procedureÌýdocumentationÌýand product enhancement initiativesÌýÌý
• Collaborate with internal teams to deliver a seamless adviser and client experienceÌýÌý

Skills & ExperienceÌý

• Experience in client service, adviserÌýsupportÌýor administration within financial servicesÌýÌý
• Strong customer service and relationship management skills with the ability to build trusted partnershipsÌýÌý
• Excellent verbal and written communication skillsÌýÌý
• Strong organisational skills with exceptional attention to detailÌýÌý
• Ability to manage multiple priorities and consistently deliver high-quality outcomesÌýÌý
• Experience preparing documents, reports,ÌýspreadsheetsÌýand client communicationsÌýÌý
• Strong administrative capability and confidence working across multiple systemsÌýÌý
• Experience using Salesforce, adviser platforms, reportingÌýportalsÌýor similar business systemsÌýÌý
• Sound understanding of financial services products, investmentÌýadministrationÌýand industry processesÌýÌý
• Relevant tertiary qualifications in Business, Commerce,ÌýFinanceÌýor a related discipline will be highly regardedÌýÌý

Highly RegardedÌý

• Experience within managed accounts, wealth management, funds management or broader financial servicesÌýÌý
• Knowledge of adviser platforms and investment reporting systemsÌýÌý
• Experience supporting adviser onboarding and client implementation activitiesÌýÌý
• Exposure to CRM systems, particularly SalesforceÌýÌý
• ExperienceÌýidentifyingÌýand implementing process improvementsÌýÌý
• Understanding of investment products and adviser service modelsÌýÌý

Why Join Us?Ìý

AtÌýEvidentia,Ìýyou’llÌýbe part of a forward-thinking team that values innovation, collaboration, and continuous learning.ÌýWe’reÌýcommitted to creating an inclusive environment and encourage applications from people of all backgrounds.Ìý

Working RightsÌý

Applicants must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).