Risk Client Services Assistant
Altus Financial · Sydney NSW · Hybrid
Full‑time · Financial Services · Insurance & Risk Advice
A people‑focused role in a team that values growth and care
Altus Financial is a people‑centered advisory firm helping individuals, families, and business owners make confident financial decisions. For more than 30 years, we’ve partnered with high‑net‑wealth individuals and families who rely on us for clarity, protection, and long‑term financial confidence. Our team is the reason clients stay with us for life.
We’re an employee‑owned business, which means your contribution genuinely shapes our future. You’ll join a collaborative, ambitious, and down‑to‑earth culture where development is part of everyday work — not an afterthought.
What this role is all about
The Risk Client Services Assistant plays a vital role in supporting our Risk & Insurance Advisers to deliver a seamless, high‑quality client experience. You’ll be the first point of contact for client enquiries, help keep applications and underwriting moving smoothly, and ensure our advisers have the information and support they need to deliver exceptional outcomes.
You’ll work closely with an industry‑leading Senior Risk Adviser, gaining exposure to sophisticated advice strategies and the service expectations of high‑net‑wealth clients.
This role suits someone who is organised, service‑oriented, and enjoys being the steady, reliable backbone of a busy advisory team.
What you’ll be doing
- Managing client enquiries and providing timely, professional support
- Preparing documentation, forms, and information required for insurance applications
- Coordinating underwriting requirements, medicals, and follow‑ups with insurers
- Keeping clients updated throughout the application and implementation process
- Maintaining accurate client records, data, and compliance documentation
- Supporting advisers working with high‑net‑wealth individuals and families
- Assisting with policy changes, renewals, and ongoing service requests
- Contributing to process improvements that enhance client experience and team efficiency
What you’ll bring
- Experience in financial services, insurance, or a client service role (preferred but not essential)
- Strong organisational skills and the ability to manage multiple moving parts
- Clear, professional communication and a warm, client‑first approach
- Confidence working with systems, data, and documentation
- A proactive mindset and willingness to learn from experienced advisers
- An interest in progressing into insurance advice or broader financial services over time
Why people choose Altus
- A genuinely supportive, human culture where people come first
- Direct exposure and mentorship from an industry‑leading Senior Risk Adviser
- Clear development pathways, including opportunities to grow into Associate Adviser roles
- Employee ownership that gives you a real stake in the business
- Professional development, mentoring, and study support
- Hybrid work options and a modern Sydney office
- The chance to be part of a growing, high‑performing advisory firm
Ready to build a meaningful career in a team that invests in you?
We’d love to connect. Apply with your résumé or reach out for a confidential conversation.
