Client Services Liaison

Are you someone who thrives in a collaborative, client-focused environment and values professionalism, initiative, and ownership? At Citadel Wealth, we’re looking for a Client Services Liaison to join our small, high-performing team—and we care more about finding the right person than ticking every box on a CV.

Previous work experience is required for this role. Whether you come from financial services or another industry, if you’re organised, proactive, and passionate about delivering exceptional client experiences, we’d love to hear from you.

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About the Role

As our Client Services Liaison, you’ll be the first point of contact for clients via phone and email, supporting both Advisers and clients with professionalism and care. You’ll work closely with the Practice Manager and wider team to ensure every client interaction reflects our values of Teamwork, Integrity, and Passion.

This role is ideal for someone who:

·        Is assertive, mature, and client-focused

·        Has strong attention to detail and efficiency

·        Is highly organised and adaptable to change

·        Enjoys working in a fast-paced environment

·        Is eager to learn and grow within the business

·        Brings ideas to improve processes and enhance client service

Experience in financial services is a bonus—but not essential. If you have transferable skills and a great attitude, we’ll support you with the training you need.

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Key Responsibilities

·        Manage Adviser diaries and prepare for client meetings

·        Follow up on meeting action items and maintain accurate records in our CRM (XPlan)

·        Handle client communications, bookings, and administrative tasks

·        Liaise with product providers and Centrelink

·        Navigate provider platforms confidently and process transactions

·        Maintain compliance standards and stay across industry changes

·        Contribute to the preparation of basic ROAs and SOAs

·        Support implementation and follow-up of Adviser recommendations

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What We Offer

·        Part-time or full-time options available

·        Hybrid working arrangements for the right candidate

·        Modern office space in Hawthorn East

·        Competitive salary

·        Birthday leave

·        Supportive team culture

·        Opportunities for development and exposure across the business

·        Team building days

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If you’re ready to be part of a team that values people first and supports your growth, apply now. We’re excited to meet someone who will thrive with us—regardless of where you’ve come from.