Client Services Officer | Wealth Management | Eastern Suburbs
We're partnering with an established Melbourne wealth management firm looking for a proactive Client Services Officer to join their investment advisory team.
What You'll Be Doing:
- Implementation: Execute recommendations post-SoA/RoA sign-off and follow up with providers through to completion.
- Review & Meeting Prep: Prepare review packs, portfolio reports, fee consent forms, and draft RoAs in Xplan.
- Operations & Service: Coordinate client meetings, manage term deposit maturities, track cash balances, and handle routine client queries.
- System Integrity: Keep Xplan and internal databases up to date with accurate tasks, WIP tracking, and compliance notes.
What You'll Bring:
- Proven client services or administrative experience in financial planning.
- Familiarity with Xplan (tasks, file notes, basic modelling).
- Strong attention to detail, time management, and a solutions-driven mindset.
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Client Services Officer in Melbourne employer: The Andersen Partnership
The Andersen Partnership is an exceptional employer, offering a dynamic work environment in the heart of Sydney where innovation meets finance. With a strong focus on employee growth, you will have the opportunity to transition into leadership while working closely with the CFO on transformative projects. Our collaborative culture and commitment to professional development ensure that you will thrive both personally and professionally in this exciting role.
