Client Services Associate - Financial Planning
Closes: May 09, 2026
Company Info
HPH Solutions
Geraldton, Australia
Client Services Associate - Financial Planning
Job ID:
43842
Job Views:
76
Location:
Geraldton
Post Code:
6530
Category:
Administration & Office Support, Banking & Financial
Employment Type:
Full-time, Part-time
Posted:
07/04/2026
Description:
The role
HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients.
Key responsibilities
- Manage client enquiries and requests in a timely and professional manner
- Assist with the preparation of financial planning documents and reports
- Coordinate client meetings and appointments
- Maintain accurate client records and database management
- Support the financial planning team with ad-hoc administrative tasks
- Ensure compliance with relevant financial services regulations and internal policies
About us
HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.
Job Requirements:
What we're looking for
- Strong organisational and time management skills with the ability to prioritise tasks effectively
- Excellent communication and interpersonal skills with a focus on providing exceptional customer service
- Proficient in using Microsoft Office suite
- A proactive and collaborative team-oriented approach
What we offer
At HPH Solutions, we believe in creating a supportive and inclusive work environment that allows our employees to thrive. We offer a range of competitive benefits, including:
- Opportunities for professional development and career progression
- Flexible work arrangements to support work-life balance
- Supported path to Employee Share Ownership
How to Apply:
Please email your cover letter and resume addressing the job requirements by clicking Apply Now .
