Client Services Officer

Matthews Steer Accountants & Advisors; Melbourne; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Attractive salary package

Flat organisation structure

Direct access to partners and seniorLe

Open feedback culture

Casual Fridays

Education support

Job summary

Matthews Steer Accountants & Advisors in Essendon, Melbourne, is seeking a Client Services Officer for a one-year opportunity. You will work directly with clients, support the Financial Planning team, and help ensure exceptional service delivery.

The role involves client relationship management, administration support, onboarding and compliance, and transaction processing, offering exposure to every facet of the business and opportunities for career growth.

Qualifications

• Strong understanding of financial planning.
• Proven operations and administrative experience.
• Excellent communicator with clients and colleagues at all levels.
• Proficient in the Microsoft Office Suite: Word, Excel, Outlook.

Responsibilities

• Serve as a key point of contact for clients and manage enquiries.
• Prepare client files, review packs and adviser documentation.
• Coordinate onboarding, account establishment and compliance requirements.
• Process applications, withdrawals and product transactions.
• Maintain accurate client records in CRM and liaise with advisers and providers.

Skills

Financial planning understanding

Operations & administration experience

Excellent communication

MS Office proficiency

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Matthews Steer Accountants & Advisors – Essendon VIC

Come and join our progressive Melbourne accounting and wealth advisory firm where you’re treated as ‘more than just a number’. Based out of our Essendon office, we’re recruiting a Client Services Officer on a one-year opportunity for a diverse role that includes working directly with clients and exposure to every facet of the business. You’ll work closely with the Financial Planning team, providing support to ensure exceptional service delivery.

About Matthews Steer

Established more than 30 years ago, we are a rapidly growing second-tier accounting and advisory firm based in Melbourne’s Northwest. We have trail-blazing partners who work shoulder-to-shoulder with our -strong team, sharing knowledge and experience accumulated over their years in the accounting and advisory space. We’re proud of our family orientated culture, and it’s helped make us the go-to for growing Melbourne entrepreneurial businesses and family businesses. Our purpose ‘empowering our communities to live their potential’ sits at the heart of everything we do.

Are you more than just a number?

We treat our team members as more than just a number; their job satisfaction, work-life balance and wellbeing are critical to the success of our business. We empower our people to advance their career at their own pace, setting the direction while we provide the opportunities, guidance and support they need to achieve their goals.

About the Role

As a client Services Officer, you will be responsible for:

• Client Relationship Management: Serve as a key point of contact for clients, managing enquiries and delivering exceptional service throughout the advice journey.
• Advice & Administration Support: Prepare client files, review packs, and adviser documentation to support advice delivery and ongoing client reviews.
• Client Onboarding & Compliance: Coordinate onboarding, account establishment, and compliance requirements, ensuring all documentation is accurate and complete.
• Transaction & Implementation Management: Process applications, withdrawals, and product transactions while supporting the implementation of financial advice recommendations.
• Records & Stakeholder Coordination: Maintain accurate client records in CRM systems and liaise with clients, advisers, and product providers to ensure efficient outcomes.

About you

You will be a good fit for the Client Services Officer role if you have:

• Strong understanding of financial planning.
• Proven operations and administrative experience.
• Excellent communicator and comfortable engaging with clients and colleagues at all levels.
• Proficient in the Microsoft Office Suite, including Word, Excel, and Outlook.

We’re part of the wider AZ NGA group of 92 companies nationally. That means scale, knowledge capital and career opportunities. Alongside this we also offer:

• Attractive salary package and annual remuneration review.
• A flat organisation structure where you will feel empowered and connected.
• Direct access to partners and senior leaders directly contributing to your supersonic growth.
• Open feedback culture where you will receive both compliments and pointers for improvement from your team. No guessing game around your performance!
• A place where the core values are not just on the wall but lived every day in everything from our recruitment to performance appraisals.
• Early finish days on the 1st Friday of every month (goodbye weekend errands!)
• Active social club with numerous opportunities to connect with others.
• Transparent career pathways.
• Financial support for further education.
• Opportunities for international secondments.
• Casual Fridays

If you're an experienced public practice professional looking for the next step in your career, we'd love to hear from you.