Lorica Partners is an independent financial advice and wealth management firm located in Sydney’s CBD. As a proud certified B Corp, we put our clients’ interests first, guiding them through major life transitions and helping them achieve their best possible lives. We deliver tailored, holistic financial advice designed to meet each client’s unique needs.
The Opportunity
We’re seeking a Client Service Specialist to join our collaborative, friendly team. In this hands-on, client-facing role, you’ll support advisers and clients by managing key operational and administrative tasks, ensuring smooth processes and exceptional service. You’ll build strong relationships with clients, acting as their reliable point of contact and helping them navigate their financial futures. Self-awareness, curiosity, and accountability are at the heart of our culture, and you’ll play a vital role in delivering on these values every day.
What You’ll Do
• Be the reliable point of contact for clients, advisers, and third parties (accountants, custodians, lawyers)
• Manage appointments, schedules, and preparation for client review meetings
• Handle client paperwork, applications, reporting, correspondence and workflow management for designated clients
• Update client CRM records with accuracy and attention to detail
• Contribute to team meetings, process improvement, and a positive workplace culture
• Adhere to compliance standards
About You
• Passionate about helping others
• Proactive and eager to learn, naturally curious, comfortable asking questions, and ready to take ownership of your work
• Thrive in a team environment but can work independently and manage your own tasks
• Communicate clearly and professionally, stay highly organized, and consistently deliver work with exceptional attention to detail and accuracy
• Previous experience in client service, administration, or customer support is valued but not essential
Why Lorica Partners?
• Small business, big impact: Direct access to advisers, real responsibility, and the chance to see the difference you make for clients every day
• Continuous learning: Ongoing training, mentorship, and career progression opportunities
• B Corp benefits: Be part of a purpose-driven business committed to positive social and environmental impact
What’s on Offer
• Office-based role with direct access to advisers
• A trusted position within a high-quality advice practice
• Full Time with flexible hours to acknowledge other life commitments, daily attendance in the office is required.
• This role offers room for career growth if you’re interested, but if you prefer to excel in operations, we value that too.
How to Apply
Send us a short video (max 2 minutes) introducing yourself and telling us:
• Why you’re interested in this role
• How you demonstrate your passion for serving others
to careers@loricapartners.com.au. We’ll review applications as they come in and contact shortlisted candidates for online and in-person interviews (including a work-related task).
Only candidates eligible to work in Australia will be considered.
