Client Services Officer - Financial Planning | IMMEDIATE START

Malvern East | up to $55,000 Package, Independent Firm that puts the Client First, 2 Month Contract with View to Extend.

About the Company
Our client is an independent boutique financial planning firm located in East Malvern. They provide holistic financial advice to high net worth clients. The team work collaboratively to service their established client base. 

About the Role
You will be working alongside a small team of experienced financial planning professionals including two senior financial advisers and two client services officers. You will be responsible for implementing advice recommendations and developing strong relationships with clients. You will also be the first point of call for any clients who have enquiries.

Key Responsibilities:

  • Coordinate and prepare required documentation for new and existing clients.
  • Manage and action incoming emails and mail.
  • Send quarterly reports to clients.
  • Deal with share registries and fund managers.
  • Maintain client records using XPLAN software.

Skills & Experience:

  • Demonstrated experience with XPLAN software essential.
  • Experience working in a financial planning practice.
  • Strong attention to detail.
  • Ability to build strong rapport with clients.
  • Diploma of Financial Planning (RG146) or higher desirable.


  • Have direct exposure to clients.
  • Work in a experienced team environment.
  • Be mentored by senior advisers in the firm.

23/03/2020 $0 Eastern Suburbs 1 Banking & Financial Services
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