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Junior Client Service Officer - Melbourne CBD - $55K + Super

My client is a successful boutique financial planning practice located in Melbourne.  An exciting and highly rewarding opportunity has arisen for a Client Services Officer/Financial Planning Administrator to join the team on a permanent basis. The purpose of this role is to provide high quality client services support and assistance to their Advisers in administering and delivering client outcomes.

Duties include:

  • Manage client service and administrative functions
  • Liaise with clients and implement Advisers directions efficiently and accurately
  • Diary Management
  • Updating XPlan – datafeeds, linking, insurance, client data (fact find)
  • All areas of general office, administration and implementation support
  • Ensure client files are complete and compliant with legislation and licensee standards
  • Monthly client reviews (updating XPlan and scheduling reviews)
  • Be the first point of contact for all client queries
  • Filing / scanning
  • Arranging client appointments
  Skills & experience:
  • Previous experience in a client services / assistant financial planning role within a financial planning environment preferred
  • Proficient in Microsoft Office suite and Powerpoint (mandatory)
To be considered for this highly rewarding and exciting role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Superannuation and Wealth Management sector, please contact Toby Walsh on 0404 971 247 or email your resume to

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