Client Services Officer

MPK Advisory Services Pty Ltd; Adelaide; On-site; AUD 55,000 - 75,000; Full time

Job summary

MPK Advisory Services Pty Ltd is seeking a Client Services Officer to join our Adelaide team. You will be the practical backbone of client administration, coordinating meetings, compiling data, and ensuring accurate CRM records in a regulated environment.

You’ll work closely with advisers to implement recommendations, prepare client packs, and process life and general insurance applications while maintaining high standards of service and confidentiality.

Qualifications

• 3-5 years of administrative experience within financial planning, wealth management, or retail insurance practice.
• Certificate IV or Diploma of Financial Services / Financial Planning is highly regarded (or willingness to study RG146).
• Proficiency in CRM software (Xplan preferred) and the Microsoft Office Suite (Word, Excel, Outlook).
• Attention to detail with high accuracy in data entry, document drafting and process management.

Responsibilities

• Build and maintain strong, trusting relationships with existing and prospective clients.
• Handle general client inquiries regarding account balances, transaction progress and administrative updates.
• Prepare client packs, data gathering forms and pre-meeting portfolio reports.
• Assist in drafting Statements of Advice (SoAs), Records of Advice (RoAs), Corporate Actions and related correspondence.
• Implement advice recommendations.
• Complete end-to-end processing for life and general insurance applications.
• Liaise with product providers, fund managers, custodians, and third parties to track pending business.
• Maintain and update client records accurately within the CRM system.
• Ensure all client files and communication logs meet governance, privacy and regulatory requirements.
• Perform regular quality-control checks on client data and document archives.

Skills

Attention to detail

Multitasking

Communication skills

Discretion

CRM proficiency

Education

Certificate IV or Diploma of Financial Services / Financial Planning

Tools

Xplan

Microsoft Office

Job description

Personal, Uncomplicated Financial Advice.

At MPK Advisory Services, our investment philosophy is built around long-term thinking, quality investments, disciplined portfolio development and managing risk. Rather than chasing reactive market trends, we focus on helping clients protect their wealth, generate sustainable income and achieve steady growth over time.

As a high-touch point organisation, we’re committed to building strong and sustainable relationships with our clients and referral partners, providing personalised support throughout their entire financial journey.

What you’ll do:

The Client Services Officer is the primary operational touchpoint for clients and the backbone of the advisory team. In this role, you will be responsible for day-to-day client administration, coordinating meetings, implementing advice recommendations and maintaining CRM data integrity while adhering to strict regulatory compliance standards.

Client Service & Communication

• Build and maintain strong, trusting relationships with existing and prospective clients.
• Handle general client inquiries regarding account balances transaction progress and administrative updates.

Advice Implementation & Administration

• Prepare client packs, data gathering forms and pre-meeting portfolio reports.
• Assist in drafting Statements of Advice (SoAs), Records of Advice (RoAs), Corporate Actions and related correspondence as required.
• Implement advice recommendations.
• Complete end-to-end processing for life and general insurance applications.
• Liaise with product provider's, fund managers, custodians, and third-party parties to track pending business.

Compliance & Data Management

• Maintain and update client records accurately within the CRM system.
• Ensure all client files and communication logs meet corporate governance, privacy and regulatory requirements.
• Perform regular quality-control checks on client data and document archives.

About You:

Qualifications & Experience

• Minimum 3-5 years of administrative experience within a financial planning, wealth management, or retail insurance practise.
• Certificate IV or Diploma of Financial Services / Financial Planning is highly regarded (or a willingness to study towards RG146 compliance standards).
• Demonstrated proficiency in CRM software (Xplan preferred) and the Microsoft Office Suite (Word, Excel, Outlook).
• Attention to Detail: High level of accuracy in data entry, document drafting and process management.
• Organisation: Strong ability to multi-task, prioritise a busy workload, and meet tight deadlines.
• Communication: Clear, empathetic, and professional written and verbal communication skills.
• Discretion: High degree of integrity and ability to handle confidential and sensitive client information.

At MPK Advisory Services, we're a tight-knit team known for our personal approach to financial advice and our commitment to delivering meaningful value for our clients. Beyond joining a respected advisory firm, you'll become part of a growing organisation with a positive, productive culture that underpins everything we do.

Having recently celebrated our sixth anniversary, we've established the foundations to support both business growth and long-term career development. While we're currently recruiting for an experienced Client Services Officer (CSO), we're keen to connect with anyone who is committed to building a career in financial advice. As MPK Advisory Services continues to grow, we expect new opportunities to emerge across the business, creating pathways for the right people to develop and progress alongside us.

We recognise the competitive nature of the financial services industry and are willing to offer a highly competitive remuneration package, along with genuine opportunities for professional growth and career progression, for the right person.

For more information, please contact [e-mail].