Client Services Officer ~$75-85,000 + super
We are currently seeking a Client Services Officer for a reputable and established firm in Scoresby, Victoria, offering 1 day per week work from home.
The business provides holistic and strategic advice to a diverse range of clients, including wealth accumulators, retirees and business owners seeking a comprehensive financial planning service.
The purpose of this role is to provide professional and proactive support to the Financial Advisers, helping to strengthen client relationships and ensuring clients receive a high standard of service and support throughout their advice journey.
This is a varied and hands-on position, providing exposure across many aspects of advice administration and client service. Key responsibilities include:
- Preparation of portfolio valuations, including assets and liabilities schedules, performance calculations and asset allocation reporting
- Liaising with fund managers, superannuation providers, brokers and other third parties regarding client transactions
- Assisting advisers with client enquiries
- Supporting contribution calculations and implementation activities
- Preparing and lodging applications and following up on their progress
- Managing annual reviews, Financial Directions (FDs) and opt-in requirements
- Assisting with projects focused on process improvement, technology and client experience initiatives
To be successful in this role, you will have:
- Experience working within a financial planning business
- A strong client service focus
- Strong computer skills, with Xplan experience highly regarded
- A proactive, organised and detail-oriented approach
In return, you will receive:
- Ongoing training and development within a supportive team environment
- Long-term career opportunities within a growing business
- Attractive salary and bonus opportunities
- Genuine work-life balance
- A professional, friendly and collaborative culture
- On-site parking
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Client Services Officer ~$75-85,000 + super 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.
