Client Service Officer - Implementation

My Wealth Solutions Pty; Ballina Shire; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work-from-home flexibility

4 weeks annual leave + My Wealth Leave

Professional development and training

Team events and collaboration

Job summary

My Wealth Solutions is seeking a Client Services Officer – Implementation to join our growing team. You’ll work across clients, advisers and external stakeholders to ensure recommendations are implemented accurately and with great client experience.

You’ll take ownership of the implementation journey from advice through to completion, coordinating insurance, superannuation and investment strategies while maintaining high standards of service and compliance.

Qualifications

• At least 1 year’s experience in a similar financial services/client services role.
• Interest in building a career within a growing Financial Planning business.
• Experience with XPlan or similar financial planning software (highly regarded).
• Excellent organisation skills and the ability to manage competing priorities.
• Strong written and verbal communication skills.
• High level of attention to detail and accuracy.
• Ability to work confidently in a high-volume, fast-paced environment.
• Professional, approachable and positive manner.
• Ability to work both autonomously and collaboratively.
• Proactive mindset and willingness to take ownership.
• Genuine interest in process improvement, projects and finding better ways of doing things.

Responsibilities

• Preparing for implementation – assisting with accurate SoA and implementation documentation, applications and supporting forms.
• Coordinating the implementation of insurance, superannuation, investment and other financial planning strategies.
• Providing professional, responsive and high-quality service throughout the implementation process.
• Liaising with clients, advisers, mortgage brokers, property specialists and other stakeholders to keep things moving.
• Ensuring documentation, processes and implementation activities are completed accurately and within required timeframes.
• Identifying opportunities to improve processes, systems and the overall client experience.
• Managing competing priorities and following through on actions.

Skills

Attention to detail

Communication skills

Organisational skills

Prioritisation

Tools

XPlan

Job description

Are you a detail-driven Client Services professional who loves turning plans into action?

We’re looking for an experienced Client Services Officer – Implementation to join our growing team at My Wealth Solutions.

This is more than an administration role. You’ll play a key part in bringing our advisers’ strategies to life — working across clients, advisers and external stakeholders to ensure recommendations are implemented accurately, efficiently and with a great client experience every step of the way.

If you’re organised, proactive, thrive in a fast-paced environment and genuinely enjoy making things happen, we’d love to hear from you.

What you’ll be doing

Working closely with our advisers and clients, you’ll take ownership of the implementation journey from advice through to completion.

Your day-to-day will include:

• Preparing for implementation – assisting with accurate SoA and implementation documentation, applications and supporting forms.

• Making strategies happen – coordinating the implementation of insurance, superannuation, investment and other financial planning strategies.

• Supporting our clients – providing professional, responsive and high-quality service throughout the implementation process.

• Connecting the dots – liaising with clients, advisers, mortgage brokers, property specialists and other stakeholders to keep things moving.

• Keeping it compliant – ensuring documentation, processes and implementation activities are completed accurately and within required timeframes.

• Making things better – identifying opportunities to improve processes, systems and the overall client experience.

• Taking ownership – managing competing priorities, following through on actions and making sure nothing falls through the cracks.

Is this you?

You’re someone who takes pride in getting the details right, but you also understand that great client service is about much more than paperwork.

We’re looking for someone who has:

• At least 1 year’s experience in a similar financial services/client services role

• A genuine interest in building a career within a growing Financial Planning business

• Experience with XPlan or similar financial planning software (highly regarded)

• Excellent organisation skills and the ability to manage competing priorities

• Strong written and verbal communication skills

• A high level of attention to detail and accuracy

• The ability to work confidently in a high-volume, fast-paced environment

• A professional, approachable and positive manner

• The ability to work both autonomously and collaboratively

• A proactive mindset and willingness to take ownership

• A genuine interest in process improvement, projects and finding better ways of doing things

Most importantly, you’ll bring energy, initiative and a willingness to learn.

What’s in it for you?

We believe great people deserve more than just a salary.

You’ll enjoy:

• Competitive remuneration + performance-based bonus structure

• 4 weeks annual leave + 2 weeks My Wealth Leave (post 1 year employment)

• Hybrid work-from-home flexibility following successfully completing probation

• Ongoing professional development and training

• A supportive, collaborative and down-to-earth team

• Regular team-building and social events

• Opportunity to grow your career within a growing financial planning business

• A genuine opportunity to contribute — your ideas, initiative and improvements will be heard.

Why My Wealth Solutions?

We’re building a team that believes financial advice should personal, practical and genuinely focused on people.

We’re ambitious about where we’re going, but we’re equally passionate about how we get there — through ownership, collaboration, continuous improvement and genuinely caring about our clients and each other.

If you’re looking for a role where you can make an impact, grow your skills and be part of something bigger, this could be your next move.

Ready to make things happen?