Client Services Advisor – Financial Planning Support

FS Recruitment Solutions; City of Melbourne; On-site; AUD 60,000 - 75,000; Full time

Job summary

FS Recruitment Solutions is seeking a Client Services Officer for a Melbourne-based financial planning practice. You will support Advisers, manage client records, and handle inquiries to ensure a high level of service and client satisfaction.

The role involves assisting with opening new accounts, preparing files for reviews, diary management, and coordinating meetings with clients, accountants and solicitors. Prior financial planning experience and strong communication are essential.

Qualifications

• Previous experience in a financial planning practice is required.
• Strong written and verbal communication skills are essential.
• Excellent organisational skills with the ability to manage competing priorities.

Responsibilities

• Assisting Advisers with client management and opening new accounts
• Maintaining accurate client records and preparing files for review meetings
• Recording file notes and following up on action items from client meetings
• Managing incoming calls and responding to client queries
• Coordinating meetings and liaising with clients, accountants, solicitors and other stakeholders
• Proactive diary management and administrative support for Advisers
• Maintaining regulatory documentation including Fee Disclosure Statements, Renewal Notices and Investor Certificates
• Processing investment applications, redemptions and fund transfers across platforms

Skills

Client service

Communication skills

Organisational skills

Attention to detail

Relationship management

Tools

Financial planning platforms

Portfolio administration systems

Job description

FS Recruitment Solutions is seeking a Client Services Officer for a Melbourne-based financial planning practice. You will support Advisers, manage client records, and handle inquiries to ensure a high level of service and client satisfaction.

The role involves assisting with opening new accounts, preparing files for reviews, diary management, and coordinating meetings with clients, accountants and solicitors. Prior financial planning experience and strong communication are essential.