Client Services & Onboarding Coordinator

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

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.