Client Services Officer / Manager

The Practice:

Location: West Melbourne, Victoria

Are you passionate about delivering exceptional client service in the financial planning industry? Join a highly regarded top-tier firm with multiple locations across Victoria. We are currently seeking a dedicated Client Services Officer to join our West Melbourne team and contribute to our commitment to excellence in client care.

Essential - Permanent Residency AND Advice Admin experience

Key Responsibilities:

Knowledge of Financial Planning Industry is essential. The Client Services Officer/Manager is responsible for setting up new clients, maintaining existing clients and managing the end-to-end administrations of client portfolios. 

• Interpreting Statements of Advice and preparing necessary applications for Advice presentation.
• Post - Implementation - Follow up on paperwork for advice strategies and pro-actively managing until completed (Superannuation, SMSFs, and Insurance).
• Regular engagement with external providers to ensure timely processing of client applications.
• Support team peers by reviewing work prior to lodgement to ensure errors are minimised.
• Ensure all works in progress and all written or verbal correspondence with clients is diligently recorded in the Xplan database.

• Provide superior customer service to clients, addressing inquiries and assisting with their financial needs.
• Liaise with clients and advisors to schedule appointments and manage client communication effectively.
• Process client documentation accurately and efficiently, ensuring compliance with regulatory requirements.
• Assist in the preparation of financial planning documents and reports.
• Support the administrative functions of the office, including data entry, filing, and office management tasks.

Relevant qualifications in finance, business administration, or related fields are advantageous.

Benefits:

• Competitive salary package commensurate with experience. (70,000 - 80,000 + Super + Bonus)
• Opportunities for professional development and career advancement within a leading financial planning firm.
• Supportive and collaborative work environment with a focus on employee well-being.
• Convenient location with easy access to public transportation and amenities.

Please apply - *****@advancerecruitmentpartners.com.au

Only shortlisted candidates will be contacted.

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.