Client Service Officer (CSO) – Xplan

About the role

We are looking for experienced Client Service Officers (CSOs) with a strong background in Australian financial planning to support Australian financial advisers with client administration, review preparation, new client onboarding, and post-advice implementation. The ideal candidates will have 3–4+ years of Australian financial planning experience, strong hands-on knowledge of Xplan, and the ability to independently manage the end-to-end client review and new client process. This role requires a highly organised and detail-oriented professional who is confident handling pre-review preparation, post-advice implementation, insurance applications, and communication with insurers and other stakeholders.

Key responsibilities

• Manage the end-to-end client review process, including pre-review preparation and post-advice implementation.
• Manage the end-to-end new client process, from initial administration through to completion of required documentation and setup.
• Prepare client files, documentation, reports, and information required for adviser reviews.
• Maintain accurate and up-to-date client information and records in Xplan.
• Process and coordinate insurance applications from submission through to completion.
• Liaise directly with insurers regarding application requirements, outstanding information, medical requirements, underwriting, and application status.
• Monitor insurance applications and proactively follow up with insurers and relevant stakeholders to ensure timely completion.
• Implement advice and recommendations following adviser/client meetings.
• Coordinate with financial advisers, clients, product providers, and other stakeholders as required.
• Ensure all client administration tasks are completed accurately and within required turnaround times.

About you

• 3–4+ years of experience in Australian financial planning administration/support.
• Strong working knowledge and hands-on experience with Xplan.
• Proven ability to independently manage the end-to-end client review and new client process.
• Strong experience with pre-review preparation and post-advice implementation.
• Hands-on experience processing insurance applications.
• Experience dealing directly with insurers and following applications through to completion.
• Strong understanding of Australian financial planning processes and administration.
• Excellent attention to detail and strong organizational skills.
• Ability to manage multiple client files, tasks, and deadlines independently.
• Excellent written and verbal English communication skills.

Summary:

• Role: Full-time Client Service Officer
• Work Setup & Location: 100% remote work based in the Philippines.
• Working Hours: Typically 7:00 am–4:00 pm PH time, flexible based on client requirements.