Client Services Officer

The Andersen Partnership; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Job summary

The Andersen Partnership in Melbourne's Eastern Suburbs is seeking a proactive Client Services Officer to join our investment advisory team. You will support wealth management delivery, coordinate client meetings, and ensure smooth administration across client records and service requests.

This role requires strong attention to detail and a solutions‑driven mindset to enhance client outcomes. Key responsibilities include executing recommendations after SoA/RoA sign-off and following up with

Qualifications

• Proven client services or administrative experience in financial planning.
• Familiarity with Xplan (tasks, file notes, basic modelling).
• Strong attention to detail, time management, and a solutions-driven mindset.

Responsibilities

• Execute recommendations post-SoA/RoA sign-off and follow up with providers to completion.
• Prepare review packs, portfolio reports, fee consent forms, and draft RoAs in Xplan.
• Coordinate client meetings, manage term deposit maturities, track cash balances, and handle routine client queries.
• Maintain Xplan and internal databases with accurate tasks, WIP and compliance notes.

Skills

Client services

Administrative experience

Attention to detail

Time management

Solutions-driven mindset

Tools

Xplan

Job description

Client Services Officer | Wealth Management | Eastern Suburbs

We're partnering with an established Melbourne wealth management firm looking for a proactive Client Services Officer to join their investment advisory team.

What You'll Be Doing:

• Implementation: Execute recommendations post-SoA/RoA sign-off and follow up with providers through to completion.
• Review & Meeting Prep: Prepare review packs, portfolio reports, fee consent forms, and draft RoAs in Xplan.
• Operations & Service: Coordinate client meetings, manage term deposit maturities, track cash balances, and handle routine client queries.
• System Integrity: Keep Xplan and internal databases up to date with accurate tasks, WIP tracking, and compliance notes.

What You'll Bring:

• Proven client services or administrative experience in financial planning.
• Familiarity with Xplan (tasks, file notes, basic modelling).
• Strong attention to detail, time management, and a solutions-driven mindset.