Xplan Client Services Associate – Growth in Financial Planning

Keystone Wealth; Sydney; On-site; AUD 65,000 - 75,000; Full time

Job summary

Keystone Wealth is seeking a motivated Client Service Associate to provide administrative and client support across the financial advice process. Reporting to the Client Service Team Leader, you will work closely with advisers, client services, operations and compliance to deliver accurate, responsive and consistent service.

Exposure to end-to-end financial advice processes, ongoing development across systems and regulatory requirements, and a collaborative, values-led culture await in the

Qualifications

• Experience in an Australian financial planning business is welcome.
• A degree in Business, Economics or Commerce; major in Financial Planning is highly regarded.
• Xplan experience is mandatory.

Responsibilities

• Respond to routine client enquiries and assist with account updates, documents and transactions.
• Prepare and maintain client forms, correspondence, meeting notes and follow-up tasks.
• Schedule meetings and coordinate adviser and client service calendars.
• Support advice implementation and maintain accurate records in Xplan CRM.
• Complete administration in line with AFSL requirements and internal policies.

Skills

Client service

Communication

Organisation

Time-management

Education

Business / Economics / Commerce degree

Tools

Xplan

Job description

Keystone Wealth is seeking a motivated Client Service Associate to provide administrative and client support across the financial advice process. Reporting to the Client Service Team Leader, you will work closely with advisers, client services, operations and compliance to deliver accurate, responsive and consistent service.

Exposure to end-to-end financial advice processes, ongoing development across systems and regulatory requirements, and a collaborative, values-led culture await in the