We are currently seeking a Client Services Officer for a reputable and established firm in Melbourne CBD, who offer WFH 2 days per week.
The business is focusedon providing holistic and strategic advice for a variety of wealthy, ranging from young wealth accumulators, to retirees and business owners who all need a one-stop-shop for advice.
The main purpose of the role is to provide professional and proactive support to theFinancial Advisersto enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.
Key responsibilities
- Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation
- Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions
- Assist advisers with client queries
- Assist with contribution calculations
- Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant
- Managing annual reviews and Financial Directions (FDs) / Opt-ins
- Assisting in projects for process improvement, technology, and client experience
Requirements
- Experience in a financial planning business with a record of implementing strategies
- Strong client focus
- Computer proficiency: Xplan experience is a plus
- Organised and proactive work approach
Benefits
- Career progression and skill development, advancing to a Paraplanning role, an Associate role or ever leadership.
- Attractive salary and bonuses
- Good work life balance
- Fun and professional team
Client Services Officer in Melbourne employer: FS Recruitment Solutions
Join a highly regarded, privately owned wealth management firm in Melbourne that champions independence and modern, technology-driven advice. With a strong focus on employee growth, you will receive structured mentoring and hands-on experience, allowing you to build meaningful client relationships while developing your technical expertise. The collaborative work culture fosters innovation and supports your journey to becoming a fully authorised adviser, making it an exceptional place for professionals seeking rewarding careers in finance.
