About us
Ropan Financial Planning Group is a trusted financial services organisation committed to delivering comprehensive financial planning and advisory solutions to our clients.
We pride ourselves on our client-focused approach, professional expertise, and dedication to helping individuals and families achieve their financial goals.
Our team is built on values of integrity, transparency, and excellence in everything we do.
About the role
We are seeking aClient Services Officerto join our team in Bendigo, Victoria on afull-time or part-time basis.
In this role, you will be the first point of contact for our clients, providing exceptional customer service and administrative support to ensure smooth operations and client satisfaction.
This position is fundamental to maintaining the high standard of service delivery that Ropan Financial Planning Group is known for, whilst supporting our financial planning and advisory teams in delivering outstanding client experiences.
Key responsibilities
Managing client enquiries via telephone, email and in person with professionalism and efficiency
Processing client requests, documentation and administrative tasks in a timely and accurate manner
Maintaining client records and databases, ensuring all information is current, complete and confidential
Scheduling appointments and coordinating meetings between clients and financial advisers
Assisting with client onboarding processes and providing necessary documentation and support
Responding to client queries regarding account information, transactions and services




Supporting the preparation of client reports, statements and other financial documentation
Contributing to the smooth administration of the office and assisting with general administrative duties as required
What we're looking for
Strong customer service skills with the ability to build rapport and communicate effectively with clients
Excellent organisational and time management abilities, with the capacity to manage multiple priorities
Proficiency in computer systems and Microsoft Office applications
Meticulous attention to detail and accuracy, particularly when handling sensitive financial information
Professional attitude with a commitment to confidentiality and discretion
Ability to work both independently and as part of a team-oriented team
Strong written and verbal communication skills
Experience in a client-facing role within financial services or a similar professional environment (preferred)
Knowledge of financial services or client management systems (preferred)
What we offer
Full-time or Part-time opportunity that allows for a healthy work-life balance
Supportive and collaborative team environment where your contributions are valued
Opportunities for professional development and training in the financial services sector
Exposure to a range of financial planning and advisory services, enhancing your industry knowledge
Competitive remuneration package commensurate with experience and qualifications
Access to a workplace culture that prioritises employee wellbeing and engagement
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📌 Client Services Officer - Full / Part Time Option Available. (Bendigo)
🏢 Ropan Financial Planning Group
📍 Bendigo