Client relationship concierge

Integral Private Wealth is a financial services company delivering tailored wealth management services to help build, manage and preserve wealth.

We are a highly reputable and stable financial services organisation.  We are passionate about helping our clients, communities and each other be our best. We have an established customer base which is primarily represented by high net wealth individuals. Our managing director is an award winning financial advisor who leads a long standing supportive team of energetic, motivated and talented individuals.

The successful candidate will provide exceptional service to our valued client base. Given the role is client based you will require exceptional presentation, verbal and written communication skills. In return you will receive training, a competitive salary, a unique opportunity to be part of a growing financial services company and work with a highly skilled, energetic and dynamic team.

Duties and responsibilities

  • Receptionist duties including greeting clients on arrival and answering / directing incoming calls.
  • Build relationships with existing clients and being accountable by meeting and exceeding expectations.
  • Adhoc duties as required including basic administration tasks.
  • Provide a thorough customer service experience and effectively manage queries and requests.

Skills and experience

  • Previous customer service experience is essential.
  • Previous administration experience is preferred but not essential.
  • Having an energetic, positive, proactive, helpful, friendly and professional manner.
  • Administration, organisational and time management skills.
  • Excellent presentation, written and verbal communication.
  • Presentable and professional demeanour
  • Previous financial service experience is preferred but not essential 


  • Highly competitive remuneration
  • Working in a supportive, professional and dynamic team based work environment
  • A culture that highly regards their staff
  • Opportunity to progress your career in private wealth with a highly regarded firm.

Please note that only successful candidates will be contacted given the significant interest in this role. 

May we kindly request that no recruitment companies contact Integral Private Wealth with regard to this advertisement. 

Integral Private Wealth


Posted: 04 December 2019

Location:  Campbelltown, NSW