Senior Client Services Officer / Client Services Manager

Job Title: Senior Client Services Officer / Client Services Manager
Contract Type: Permanent
Location: VIC Other
Start Date: Immediate
Reference: PZZ2922116
Contact Name: Paul Zantuck
Contact Email:
Job Published: April 30, 2019 16:48

Job Description

Prestigious, ethical and values driven boutique financial planning firm based in Melbourne, looking for a Senior Client Services Officer/Client Services Manager to assist and support our dynamic financial planning team.

My client is a successful boutique financial planning practice located in Melbourne.  An exciting and highly rewarding opportunity has arisen for a Senior Client Services Officer/Client Services Manager to join the team on a permanent basis. In this role you will responsible for preparing and maintaining client records, correspondence and files ensuring they meet Licencee Standards. In addition, you will support Financial Advisers in the accurate and timely formatting of SOA's for presentation to clients. 

Duties include:
  • Attention to detail with the ability to prioritise and manage a high workload
  • Liaise with clients and implement Advisers directions efficiently and accurately
  • All areas of general office, administration and implementation support
  • Develop and document internal office policies and procedures
  • Ensure client files are complete and compliant with legislation and licensee standards
  • Provide consultation and support in the preparation of Statement of Advice and Record of Advice documents
Skills & experience:
  • Degree in Business or related discipline preferred but not essential
  • Previous experience (2-3 years) in client services / assistant financial planning role within a financial planning environment
  • Exposure to Xplan advantageous
  • RG146 compliant
  • Experience with MS Office

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 03 8637 7320 or email your resume to

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