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
• Excellent communication skills
• 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

For more information, please apply or contact:

Kiera Brown
[email protected]
[0409 598 111](tel:0409 598 111)