Client Services Officer

Role Overview

We're looking for an experienced Client Services Officer to manage the end-to-end client service experience, working closely with Advisers to deliver consistent, high-quality outcomes. The role involves delivering operational and administrative support across the firm's high net worth client base, assisting advisers with client queries, and preparing for client reviews.

What You Will Do

Deliver end-to-end operational and administrative support, assist advisers with client queries, prepare for client reviews, implement recommendations from Statements of Advice, and maintain and update client records.

Why It Might Be a Fit

Brings strong, hands-on experience in a Client Service Officer role, able to work effectively within a developing team environment, and has a strong understanding of financial planning administration, processes, and documentation.

Requirements

• Strong, hands-on experience in a Client Service Officer role within financial planning
• Ability to work effectively within a developing team environment
• Strong understanding of financial planning administration, processes, and documentation
• Advanced capability in Xplan
• High attention to detail
• Confident communicator with strong relationship management skills
• Strong interpersonal awareness
• Mature, proactive, and solutions-focused
• Demonstrates initiative and leadership qualities

Benefits

• Health and wellbeing benefits
• Social benefits
• Financial benefits
• Professional development benefits
• Travel perks
• Retail discounts
• Employee referral rewards
• Study and professional development support
• Leave options
• Cultural and religious leave
• Options to purchase additional leave
• Community initiatives