Client Services Officer

Review Financial Group; Melbourne; On-site; AUD 39,000 - 55,000; Part time

Job summary

Review Financial Group is seeking an experienced Client Services Officer to support end-to-end advice implementations and client service delivery in Melbourne. You will work closely with advisers and clients to ensure accurate records, timely documentation, and smooth service experiences.

Your role involves coordinating documents, maintaining client data in Xplan, and supporting annual service agreements while adhering to regulatory requirements.

Qualifications

• Experience in a client services role within a financial planning practice.
• Knowledge of Xplan and client records management.
• RG146 qualification or willingness to obtain it.
• Strong organisational skills and attention to detail.

Responsibilities

• Support end-to-end implementation of advice recommendations and maintain client records.
• Coordinate service requirements and respond to client enquiries promptly.
• Prepare application forms and third party correspondence as directed by the Adviser.
• Liaise with platforms, insurers and product providers to complete tasks on time.
• Maintain accurate client details and support review meetings and diaries.

Skills

Client services

Relationship management

Xplan

Education

RG146 qualification

Tools

Xplan

Job description

Part-time support role for delivering client services, coordinating service requirements and ensuring a seamless client experience.

Join a trusted, family-focused financial planning business where relationships matter.

Review Financial Group is a boutique financial planning practice committed to delivering exceptional advice and personalised service to our clients. We pride ourselves on our supportive culture, strong client relationships and collaborative team environment.

We are seeking an experienced and motivated Client Services Officer to become an integral part of our team. This role is ideal for someone who enjoys working closely with advisers and clients, thrives in a fast-paced environment, and takes pride in delivering outstanding client outcomes.

About the Role

As Client Services officer, you will be responsible for supporting the end-to-end implementation of advice recommendations, maintaining client records, coordinating service requirements and ensuring a seamless client experience.

You will work closely with the adviser, clients and product providers to help deliver high-quality financial advice and ongoing service.

Key Responsibilities

Advice Implementation

Greet Clients when they arrive in the office

Prepare all application forms and third party correspondence for new and existing clients subject to a briefing from the Adviser

Implement financial advice investment recommendations for clients

Liaise with retail super funds to accurately obtain and record information on a client’s account to assist the Adviser prepare strategic advice

Manage Annual Advice Agreements

Preparation of documentation to support strategy development

Prepare and process application paperwork and digital documentation.

Liaise with platforms, insurers, superannuation funds and product providers.

Track advice implementation and ensure timely completion of all outstanding tasks.

Coordinate adviser and client signatures using electronic document systems.

Maintain accurate and up-to-date client records within Xplan.

Manage workflows, tasks and client review schedules.

Update client details, strategies, compliance notes and file records.

Assist with reporting, data integrity and administrative processes.

Client Service Agreement Management

Manage ongoing service agreements and annual renewal processes.

Monitor service eligibility and client engagement requirements.

Coordinate fee consent and ongoing advice documentation.

Assist in maintaining compliance with regulatory and licensee requirements.

Client Relationship Management

Serve as a key point of contact for clients.

Build strong, professional relationships with clients and stakeholders.

Coordinate review meetings and adviser diaries.

Respond to client enquiries promptly and professionally.

Deliver a high standard of client care throughout the advice journey.

Practice Operations & Administration

Support advisers with day-to-day administrative and operational needs.

Assist in preparing client meeting documentation and review packs.

Manage incoming correspondence and follow-up activities.

Contribute to business improvement initiatives and workflow efficiencies.

Assist with compliance and record-keeping requirements.

About You

To be successful in this role, you will have:

Previous experience in a Client Services Manager, Financial Planning Assistant or Practice Support role.

Experience working within a financial planning practice.

Working knowledge of Xplan.

Understanding of advice processes.

Excellent organisational and time management skills.

High attention to detail and accuracy.

Outstanding communication and relationship-building skills.

Ability to manage multiple priorities in a fast-paced environment.

A positive, proactive and team-oriented attitude.

Knowledge of superannuation, insurance and investment products.

Experience managing Client Service Agreements and Fee Consent requirements.

RG146 qualification (or willingness to obtain).

Why Join Review Financial Group?

Join a genuinely supportive and close-knit family business.

Work with a loyal and growing client base.

Enjoy a collaborative and positive workplace culture.

Opportunity to develop your career within financial advice.

Be valued as a key member of a professional and respected team.

Competitive remuneration based on experience.