Part-Time Client Services Officer – Private Wealth

FS Recruitment Solutions; Melbourne; On-site; AUD 39,000 - 52,000; Part time

Job summary

FS Recruitment Solutions in South Yarra, VIC seeks a part-time Financial Planning Client Services Officer to support advisers and clients with administration and service tasks. The role focuses on maintaining accurate client records, preparing documents for reviews, and coordinating meetings while upholding confidentiality and high service standards.

The successful candidate will bring at least 12 months in financial planning client service, strong communication, attention to detail, and the

Qualifications

• Minimum of 12 months experience within financial planning in a client service, administration or support role (mandatory).
• Strong written and verbal communication skills.
• Excellent attention to detail and an organised, reliable approach to your work.
• Ability to work autonomously while being a collaborative member of the wider team.
• Experience using CRM systems, with Fin365 experience advantageous but not essential.
• Confidence using Microsoft 365, including Outlook, Excel, Word, Teams and SharePoint.
• A strong commitment to client service, confidentiality and professional standards.

Responsibilities

• Coordinating pre and post review meetings and preparing client files and documentation.
• Completing review meeting checklists and following up with clients ahead of scheduled meetings.
• Preparing application forms and documentation for new and existing clients across wrap platforms.
• Liaising with accountants, lawyers, former advisers and other third parties to obtain information.
• Preparing tax statements and accountant spreadsheets.
• Coordinating upcoming client reviews and ensuring client payments and invoices are completed by required dates.
• Maintaining accurate client records across SharePoint, Fin365 CRM, platforms and electronic files.
• Establishing new client files and keeping information current throughout the client onboarding process.
• Maintaining records relating to client review dates and Service and Fee Agreements.
• Supporting compliance requirements, including AML documentation, Financial Services Guides, Privacy Policies and incident or breach reporting.

Skills

Client service

CRM systems

Fin365 experience

Microsoft 365

Attention to detail

Communication skills

Autonomous working

Team collaboration

Tools

Fin365 CRM

Microsoft 365

Job description

FS Recruitment Solutions in South Yarra, VIC seeks a part-time Financial Planning Client Services Officer to support advisers and clients with administration and service tasks. The role focuses on maintaining accurate client records, preparing documents for reviews, and coordinating meetings while upholding confidentiality and high service standards.

The successful candidate will bring at least 12 months in financial planning client service, strong communication, attention to detail, and the