Client Services Representative

Join Prime Financial – Work with 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: 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 an...