Client Services Officer

About the role:

An exciting opportunity has become available for a full-time Client Services Officer to join our friendly and supportive team based in our West Perth office. Reporting to the Support Manager, you'll play a key role in supporting our Advisory team, ensuring client service delivery is seamless, efficient, and of the highest standard.

This is a dynamic, fast-paced position suited to someone who thrives on organisation, enjoys working collaboratively, and is passionate about delivering exceptional client experiences.

What You'll Be Doing:

In this role, you'll be the backbone of the advisory team, supporting both clients and advisers through a range of administrative and service functions, including:

• Managing client service and administration tasks, ensuring timely and accurate delivery across all stages of the advice process
• Acting as a key point of contact for client queries, coordinating communications, and supporting implementation activities
• Maintaining and updating client data across systems such as Xplan and Xeppo, while ensuring compliance with internal processes
• Supporting advisers with meeting preparation, follow-ups, and implementation of advice
• Coordinating workflows, tracking tasks, and contributing to process improvements across the business
• Assisting with general office operations and providing reception support when required

About you:

You're a proactive and detail-oriented professional who enjoys working in a team environment and takes pride in delivering high-quality work. You bring a client-first mindset and a willingness to learn and grow within the financial planning industry.

You will ideally have:

• At least 2 years' experience in a client services or administrative role, preferably within financial planning, superannuation
• Familiarity with systems such as Xplan, Xeppo, Microsoft Office including Co-Pilot, Calendly, and DocuSign (highly regarded)
• Strong organisational and time management skills, with the ability to prioritise effectively
• Excellent communication skills and a proactive approach to problem-solving
• High attention to detail and a commitment to compliance and accuracy

About us:

We're a boutique financial advisory firm on a mission to change the way wealth advice is delivered and perceived in Australia.

We know that happy, fulfilled, purposeful lives aren't built on bank balances alone.

That's why we're laser focused on ensuring our clients are realising their dreams and kicking their goals along the way.

We believe in approach-ability, personability, real talk and building authentic relationships with our clients, and our staff.

When it comes to our team, we are committed to fostering an inclusive and diverse workplace where everyone feels valued, respected and supported to succeed.

What we offer:

• An amazing team. You will be well supported in this role. Your colleagues will be knowledgeable, friendly and welcoming.
• A progressive workplace. If you value inclusivity and diversity as much as we do, you'll be at home with us.
• A focus on wellbeing. We know happy workers are more productive, so we do everything we can to encourage our team to live well and strive for work/life balance.

We value life experience of all kinds, and people of all ages and ethnicities and encourage those who feel they are the right fit to apply. You can find out more about The Wealth Designers at twd.com.au