Assist Client Service team with review scheduling for our ongoing client service program.
Coordinate adviser support activities, including diary management, meeting preparation, and workflow/task management using Xplan.
Liaising with clients and product providers by phone and email.
Provide end-to-end administrative support to advisers across recent client onboarding, review processes, and ad hoc advice needs.
Prepare, maintain, and ensure accuracy of client files and records, meeting all compliance and legislative requirements.
Implement advice recommendations and process transactions, including investment setup, superannuation, pensions, rollovers, and transfers, liaising with platforms and fund managers as required.
Manage client administration, including preparing Ongoing Service and Fee Agreements (OCSA/OFA).
Produce correspondence and reports,



and coordinate updates with third parties (e.g. Centrelink, accountants, lawyers).
Contribute to a high-quality client experience through compliance with established processes, effective workload management, and participation in team support activities.
Minimum of 2-3 years' experience in financial services required.
Working knowledge of compliance requirements and legislative frameworks within financial services is highly preferred.
Xplan experience will be highly regarded however training will be provided for the right candidate.
Australian permanent residency or citizenship is required for this position.

📌 Client Service Officer (Gold Coast)
🏢 Independent Wealth Management
📍 Gold Coast