Financial Planning - Client Services Officer

Our Client is an established and growing business and currently they require a Client Services Officer to join their firm on a permanent basis. The CSO is primarily focused on providing support services to the Financial Advisors to assist in delivering a range of client services.


  • Permanent Opportunity
  • Genuine Career prospects
  • South East Location

Key Responsibilities:

  • Manage and respond to client queries
  • Administration and processing of all client documentation
  • Implementation of SOAs
  • Prepare ROAs as advised
  • Revenue collection
  • Communicate with external client advisers & product providers
  • Make and manage client appointments
  • Meeting preparation for advisers/client meeting
  • Uphold Data integrity on products and client information
  • Adhere to all relevant risk and compliance obligations

Skills Required:

  • Experience with Xplan Financial Planning Software highly desirable
  • Experience with RoA preparation
  • Experience in delivering high quality client service
  • Adept with MS Office programs
  • Excellent communication skills both oral and written
  • Well organised with excellent attention to detail
  • Ability to manage multiple tasks and deliver to deadlines

Education Requirement:

  • Diploma in Financial Planning or related discipline
  • RG146 Accreditation

02/12/2019 $0 Bayside & South Eastern Suburbs 1 Banking & Financial Services
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