Client Service Officer

ARP is working with a number of growing financial planning firms in Geelong that are seeking experienced Client Services Professionals to join their teams. Whether you're looking for a fresh challenge, a stronger culture or a business that truly values its support staff, we'd love to have a confidential conversation.

About the Role You'll work closely with one or more Financial Advisers, taking ownership of the client journey from strategy through to implementation.
This is an end-to-end role where you'll become a trusted extension of the advice team, ensuring every client receives a seamless, professional experience.

You will form a key part of the advice team, working alongside dedicated, motivated and ambitious professionals in a high‑performance environment, supported by strong systems, collaboration and shared success.
Depending on your experience, responsibilities may include:

• Advice implementation
• Client reviews
• Portfolio management support
• Ongoing client relationship management

Ideally successful candidates will have experience commensurate with the role they are applying for, with responsibilities aligned to individual capability, performance and background. All roles involve direct client contact and require strong organisational and communication skills. Attention to detail, sound interpersonal skills, and the ability to work autonomously are essential. Experience with XPLAN is highly regarded.

For more information please call Stephen Carton on 0417767970 or email [email protected]

About the recruiter