Client Service Officer

Excel Wealth Group; Maroochydore; On-site; AUD 70,000 - 90,000; Full time

Job summary

Excel Wealth is seeking a Client Service Officer to support advisers and clients with the implementation of financial advice on investment and superannuation platforms. You will handle post-implementation checks, client documentation, and ongoing administration in a fast-paced environment.

Ideally you have experience in financial planning and strong attention to detail, with the ability to work independently and prioritise tasks while maintaining high service standards.

Qualifications

• Previous experience in a Client Service Officer, Adviser Support or similar financial planning role.
• Experience implementing financial advice and dealing with investment and superannuation platforms.
• Sound understanding of financial planning compliance and documentation requirements.
• Excellent attention to detail and a commitment to getting things right.

Responsibilities

• Managing the implementation of advice for new and existing clients.
• Completing post-implementation checks and following matters through to completion.
• Preparing client meeting documentation and maintaining accurate file notes.
• Managing ongoing client administration and enquiries.
• Liaising with superannuation funds, investment platforms, insurers, Centrelink and other external providers.
• Managing workflows, outstanding tasks and follow-ups.
• Scheduling and confirming client appointments and assisting with adviser diary management.
• Maintaining accurate client records and documentation.
• Ensuring work is completed in accordance with procedures and regulatory obligations.
• Identifying opportunities to improve systems, processes and the overall client experience.

Skills

Client Service

Adviser Support

Financial Planning

Compliance Knowledge

Attention to Detail

Organisational Skills

Communication

Independence

Tools

Investment Platforms

Superannuation Platforms

Job description

You'll take ownership of a broad range of client service and advice implementation responsibilities, working closely with financial advisers and clients to ensure advice is implemented accurately, efficiently and with genuine care.

Key responsibilities

• Managing the implementation of advice for new and existing clients
• Completing post-implementation checks and following matters through to completion
• Preparing client meeting documentation and maintaining accurate file notes
• Managing ongoing client administration and enquiries
• Liaising with superannuation funds, investment platforms, insurers, Centrelink and other external providers
• Managing workflows, outstanding tasks and follow-ups
• Scheduling and confirming client appointments and assisting with adviser diary management
• Maintaining accurate client records and documentation
• Ensuring work is completed in accordance with procedures and regulatory obligations
• Identifying opportunities to improve systems, processes and the overall client experience

About you

• Previous experience in a Client Service Officer, Adviser Support or similar financial planning role
• Experience implementing financial advice and dealing with investment and superannuation platforms
• A sound understanding of financial planning compliance and documentation requirements
• Excellent attention to detail and a commitment to getting things right
• Strong organisational and workflow-management skills
• Confidence communicating with clients, advisers and external providers
• Excellent written and verbal communication skills
• The ability to prioritise and work independently without needing constant direction
• A positive, practical approach and a willingness to help the team when needed

About us

Excel Wealth is a friendly, motivated and professional Sunshine Coast business. We understand that experienced people value flexibility, trust and a good working environment. You'll be joining a local financial planning practice where your experience will be valued and where you can have a genuine impact on how we look after our clients and operate day to day.