Client Services Officer ~$75-85,000 + super

FS Recruitment Solutions; Melbourne; Hybrid; AUD 75,000 - 85,000; Full time

Benefits offered by this job

On-site parking

Training and development

Job summary

FS Recruitment Solutions is seeking a Client Services Officer in Scoresby, Victoria (1 day per week from home). The role supports Financial Advisers, strengthens client relationships and ensures a high standard of service throughout the advice journey.

The position offers varied exposure across advice administration and client service, with opportunities for ongoing training, career growth and a competitive salary with bonus potential.

Qualifications

• Experience working within a financial planning business.
• Strong client service focus.
• Strong computer skills, with XPLAN experience highly regarded.
• A proactive, organised and detail-oriented approach.

Responsibilities

• Prepare portfolio valuations, including assets & liabilities schedules, performance calculations and asset allocation reporting.
• Liaise with fund managers, superannuation providers, brokers and other third parties regarding client transactions.
• Assist advisers with client enquiries.
• Support contribution calculations and implementation activities.
• Prepare and lodge applications and follow up on their progress.
• Manage annual reviews, Financial Directions (FDs) and opt-in requirements.
• Assist with projects on process improvement, technology and client experience initiatives.

Skills

Client service

Financial planning

Proactive

Organised

Detail-oriented

Tools

XPLAN

Job description

Client Services Officer ~$75-85,000 + super

We are currently seeking a Client Services Officer for a reputable and established firm in Scoresby, Victoria, offering 1 day per week work from home.

The business provides holistic and strategic advice to a diverse range of clients, including wealth accumulators, retirees and business owners seeking a comprehensive financial planning service.

The purpose of this role is to provide professional and proactive support to the Financial Advisers, helping to strengthen client relationships and ensuring clients receive a high standard of service and support throughout their advice journey.

This is a varied and hands-on position, providing exposure across many aspects of advice administration and client service. Key responsibilities include:

• Preparation of portfolio valuations, including assets and liabilities schedules, performance calculations and asset allocation reporting
• Liaising with fund managers, superannuation providers, brokers and other third parties regarding client transactions
• Assisting advisers with client enquiries
• Supporting contribution calculations and implementation activities
• Preparing and lodging applications and following up on their progress
• Managing annual reviews, Financial Directions (FDs) and opt-in requirements
• Assisting with projects focused on process improvement, technology and client experience initiatives

To be successful in this role, you will have:

• Experience working within a financial planning business
• A strong client service focus
• Strong computer skills, with Xplan experience highly regarded
• A proactive, organised and detail-oriented approach

In return, you will receive:

• Ongoing training and development within a supportive team environment
• Long-term career opportunities within a growing business
• Attractive salary and bonus opportunities
• Genuine work-life balance
• A professional, friendly and collaborative culture
• On-site parking