Client Services Officer | Melbourne
An established and growing financial planning practice is seeking an experienced Client Services Officer to join its high-performing team.
This is an excellent opportunity for someone with previous experience within financial planning who enjoys a blend of client service, adviser support and administration.
The Opportunity
Working closely with a team of Financial Advisers, you will play a key role in ensuring a seamless experience for clients while supporting the day-to-day operations of the business.
Key Responsibilities
* Providing exceptional client service and acting as a key point of contact for client enquiries
* Supporting advisers with administrative tasks, client reviews and meeting preparation
* Managing advice implementation, including applications, rollovers and product changes
* Liaising with product providers, platforms and other external stakeholders
* Maintaining accurate client records and ensuring documentation is up to date
* Assisting with compliance, workflow management and general office administration
About You
To be successful in this role, you will ideally have:
* 2+ years' experience in a Client Services Officer, Client Services Manager, Financial Planning Assistant or similar position
* Previous experience within a financial planning, wealth management or financial services environment
* Strong administration, organisational and time management skills
* High attention to detail and accuracy
* Excellent written and verbal communication skills
* A proactive attitude and willingness to support both clients and advisers
* Experience using Xplan, AdviserLogic or similar financial planning software will be highly regarded
What's on Offer
* Join a respected and growing financial planning business
* Supportive and collaborative team environment
* Diverse role combining client service, adviser support and administration
* Ongoing professional development and career progression opportunities
* Competitive salary package based on experience
If you have experience supporting advisers and clients within a financial planning environment and are looking for your next opportunity, we'd love to hear from you.
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