Client Services Officer

Job Title: Client Services Officer
Contract Type: Permanent
Location: VIC Other
Start Date: Immediately
Reference: 3126926
Contact Name: Paul Zantuck
Contact Email:
Job Published: April 24, 2020 18:00

Job Description

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 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
  • All areas of general office, administration and implementation support
  • Ensure client files are complete and compliant with legislation and licensee standards
  • Provide Keynote presentations daily for the advisers
  • Provide consultation and support in the preparation of Statement of Advice and Record of Advice documents
Skills & experience:
  • Detailed understanding of superannuation and investments
  • Previous experience (2 years) in client services / assistant financial planning role within a financial planning environment
  • Xplan experience is essential
  • RG146 compliant
  • Proficient in Microsoft Office suite
  • Interest in progressing a career in financial services

To be considered for this highly rewarding 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 Paul Zantuck on 0416 223 034 or email your resume to

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